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4 Big Changes for Retirees after the SECURE Act

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4 Big Changes for Retirees after the SECURE Act

Dail Meikle The big news in year-end legislation is the long-anticipated SECURE Act was passed and will take effect on January 1st of 2020. The Act includes sweeping changes in several areas, including to Required Minimum Distributions, or RMDs, which affects many of you. Let’s looking at a few financial planning changes from the SECURE act and see how they might work into your wealth strategy. Age Change for RMDs I don’t want to take the time in this article to go into the details and nuances of how to calculate your RMD. Suffice to say, if you are over...read the full article

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How Your Employee Benefits Fit into Your Financial Plan

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How Your Employee Benefits Fit into Your Financial Plan

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. 

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In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

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In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.

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Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

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Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.

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3 Simple Tips to Teach Your Kids About Money

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3 Simple Tips to Teach Your Kids About Money

Jaymon Meikle As a father of five young kids, I frequently ask myself, “am I raising my kids in the best way possible?” Any parent can relate, and I’m sure has many of the same questions and worries that I do about raising kids.

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Compounding Wealth (and Wisdom)

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Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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Head Up, Wheels Down – Whether You’re Riding a Motorcycle or Making a Financial Plan

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Head Up, Wheels Down – Whether You’re Riding a Motorcycle or Making a Financial Plan

Most people who know me know that I ride a motorcycle. It’s a family passion and both of my boys ride too.

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Don’t Touch “Hot” Investments (You Might Get Burned)

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Don’t Touch “Hot” Investments (You Might Get Burned)

Down here in Phoenix, we truly know what it means to be hot. The common qualification that it’s a “dry heat” doesn’t mean much at 110 degrees plus – dry or not, it’s miserable.

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4 Tips to Take Your 401(k) to the Next Level

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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The Other Side of the Journey – Family and Financial Planning

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The Other Side of the Journey – Family and Financial Planning

by Robin Bitner Legendary basketball coach John Wooden said simply: “The most important thing in the world is family and love.” Who can argue with that?

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