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: The art of childhood is knowing what to tell your parents and when! Join us on "Your Retirement Playbook" as we discuss what to think about when you are getting an inheritance and why you...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: In the world of retirement accounts, Roth IRAs are the favored child. What’s not to love about totally tax-free growth on your retirement savings? Find out all you need to...
Consider This Program with Grant Soliven, AIF, and Daren Hardesty. In this segment we will cover: Imagine having all tax-deferred money and no plan to unwind it before you need it or are forced to take it, OR WORSE, the tax code changes, and it is not in your favor....
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 Aaron Rheaume, CKA. In this segment we will cover: 59.5 is the age where the 10% federal withdraw penalty goes away. This is true of IRA’s and most company plans. How you coordinate your distribution strategy is both a...
Consider This Program with Joe Clark, CFP and Brett Spangler, CPA. In this segment we will cover: There are preferential items in the hunt for income. Qualified dividends and long-term capital gains are two of them. Neither matter in IRA’s but both matter in your...