by Jason Weibert | Jul 16, 2018 | Uncategorized
Video Transcript: We’re often asked, what is the right age to start contributing to retirement plans? Ideally, in your 20’s. But there’s no wrong age to start, even if you’re in your 50’s or 60’s. What makes the difference is the type of retirement vehicle you choose....
by Jason Weibert | Jun 18, 2018 | Uncategorized
Video Transcript: As life expectancy has grown, your retirement now can last between 20 and 30 years. So Social Security planning is critical, no matter how much money you have. It can make a difference of hundreds of thousands of dollars. For example, if you retire...
by Jason Weibert | Sep 12, 2017 | Uncategorized
Video Transcript If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer sponsored retirement plan. The wrong move could cost you in income taxes and early withdrawal penalties. There are two basic ways to move...
by Jason Weibert | Jul 18, 2017 | Uncategorized
Video Transcript A retirement income plan is needed because life changes in retirement. Your retirement plan should account for every year in retirement, even past your life expectancy. For each year, make a list for you and your spouse that include social security...
