Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: Description: Do you know the rules inside your company plan? Can you do an in-service non-hardship distribution? Do you have a Roth option? Do you have the age 55 rule? Do you...
Consider This Program with Joe Clark, CFP, and Grant Soliven, AIF. In this segment we will cover: There is often confusion surrounding when one can take penalty-free distributions from retirement dollars. You might be able to access money sooner than you think....
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: They are labeled as RMD's, but what they stand for is REQUIRED and come along with a 50% penalty if you get it wrong. This segment will go over what you need to consider before...
Consider This Program with Joe Clark, CFP and Aaron Rheaume, CKA. In this segment we will cover: Age 72 is the new age requirement for beginning Required Minimum Distributions (RMD’s). The penalty for not taking the correct withdraw is 50% so you have to get this...
Pulling money out of your accounts does not feel natural because you spent all your time putting that money in there. Another reason people do not pull money out of their accounts is that they don't need it! Lastly, there's a fear of running out of money. Those are...
November 17th, 2020 Consider This Program with Joe Clark, CFP and Co-host Angi Kinser! In this week's episode, we will cover: -The crucial Death Tax Exemption and why it's easy to miss. -Is the death of your company also the death of your retirement savings? -Death,...