In this episode, Grant and Bill discuss what else the President wants to stockpile, which is easier…saving or spending, how focused conversions might be able to save you money on taxes, and how you would vote on Daylight Savings Time.
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- Next-Level Retirement Planning: Advanced Retirement Strategies
- Weekly Market Commentary: The Stock Bounce Has Been Historic Despite Negative Consumer Sentiment
- Should I Open a Traditional or Roth IRA?
- Weekly Market Commentary: Rare Powerful Bounce for Stocks Outshines Mounting Inflation Problems
- 5 Common Retirement Planning Mistakes
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Next-Level Retirement Planning: Advanced Retirement Strategies
Becoming hyper-focused on only one aspect of a project is rarely a good approach. A racecar driver who only focuses on speed and ignores strategy likely won’t win many races. A carpenter who only hammers in nails won’t build strong structures. The same is true of retirement planning. If you …
Should I Open a Traditional or Roth IRA?
Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.
5 Common Retirement Planning Mistakes
Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.
Are Retirement Plan Contributions Tax-Deductible?
Retirement plans like 401(k)s and IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include pre-tax or tax-deductible contributions. Contributions to a 401(k), traditional IRA, and other retirem …
Why & How to Use a Roth IRA Conversion in Retirement Planning
With larger traditional IRA account balances and changing tax laws, Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particu …
The Basics of Required Minimum Distributions With Your Retirement Account
Many retirement accounts—including 401(k)s and IRAs—give individuals the ability to save for retirement in a potentially tax-advantaged manner. Contributions are often tax-deductible, and gains are tax-deferred. This means your retirement funds can grow without being taxed until you start w …
Forced Into Retirement
In this episode, Grant and Bill discuss one TV personality’s fears that could be in her future, tips on handling a big win, and the value of shopping around.
We Will Spend Some Time Investing in Gold
In this episode, Grant and Bill discuss investing in gold, settling disagreements on who is getting what, and cryptocurrency, how to pass it on to your beneficiaries.
Best of Episode
This is a best of from The Retirement Blueprint.
Some Options for Re-Investing Your RMD’s
In this episode, Grant and Bill discuss some options for re-investing your RMD’s, Annuity Awareness month, and how financially literate are you?
