Jan 25, 2020
Robby and Hans talk all about Social Security spousal benefits this week! If you have ever been married or will ever be married, spousal benefits will really matter in retirement, especially for your family. Hans goes over all the misconceptions that people have about spousal benefits, such as benefits for divorcees and...
Jan 18, 2020
It’s 2020 and it is time to have a straight talk on taxes! Retirement changes taxes, that is a fact. Once you have different income sources, such as IRAs and Social Security, taxes are going to look really different. You are now in control of your income, at least part of it, and you need a plan.
Hans and Robby go...
Jan 11, 2020
The Secure Act was passed in Congress at the end of 2019. It changed a few things related to retirement, including Stretch IRAs. Stretch IRAs now have to be emptied after 10 years. Hans and Robby go through what this means, how it affects you, and even strategies to put into place so you can avoid ever worrying about...
Jan 4, 2020
The SECURE Act was recently passed, making big changes to your IRAs and 401ks. Hans talks about what was changed, how this will affect you, and what you need to do. Important note: The SECURE act really does not have any affect on your Roth IRAs. If you have more questions about all of this, please reach out to us, we...