Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: 72(t) allows you to get money out of an IRA before you turn 59.5, but it comes with serious stipulations and consequences; proceed with caution!! Your Retirement Playbook” is an educational...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: On this segment of Your Retirement Playbook, we will explore a cautionary inheritance tale so that you don't make the same mistake! Your Retirement Playbook” is an educational program...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Description: Assets – stocks, bonds, and cash – behave differently and have different jobs. The same is true of tax treatment. There is tax-deferred, taxable, Ira, Roth, 401k,...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: When talking about back to the basics, why are taxes important, and why are they the starting point for the episode? Schedule your complimentary Next Steps meeting today!...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: We all talk about financial readiness, but are your beneficiaries prepared for what comes next? What do your heirs need to know about your assets and their future? Join us on...
Consider This Program with Joe Clark, CFP and Angi Kinser. In this segment, we will cover: Your legacy plan is one of the many things in life that you cannot simply check off your list and forget about. The tax code has changed and I promise you that it will continue...
Ask yourself this question: when was the last time you asked for an answer, heard something you wanted to hear, and then choose to get a second opinion? It’s not natural to question answers we hope to hear. This is critical in retirement planning whether you are...
New strategy for inherited IRA The Secure Act ended the Stretch. Now IRA beneficiaries (non-spouse) do not have Required minimum distributions. Rather, they now have to take money only once at the end of 10 years and the account has to be emptied. This could be...