Many retirees are surprised to learn that above a certain income Social Security is taxed In retirement it's important to know how all your income streams will be taxed and how to mitigate those taxes In this video Peter with Richon Planning explains strategies to Erin Kennedy Convert to a Roth IRA Consider Shifting Income Investments Delay Claiming Your Social Security Benefits Another strategy to consider is a Qualified Charitable Distribution Determining which strategy is right for you is a very personalized calculation and it's something we specialize in at Richon Planning For your detailed and personalized retirement tax plan [... more]

For almost every retiree their biggest fear is running out of money You want your retirement to be a fitting reward to a lifetime of hard work But it's hard to know exactly how much money you'll need to achieve your unique retirement goals without sacrificing your quality of life In this video Peter with Richon Planning and Erin Kennedy break down the three biggest risks to your retirement nest egg Longevity Risk Today a couple at age has a chance of living beyond Changes to Social Security The government will have to make changes to Social Security if the [... more]

Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss hidden taxes for retirees with a high income Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

Hans and Robby are back again this week with a brand new episode This week Hans Robby and special guest Tom discuss the social security living increase for the upcoming year Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

On this week's program Peter Richon addresses the financial protection we strive to offer our family through having a plan in place that takes into consideration the fact that we will not always be here to support them ourselves The plan and assets provide the support when we can't [... more]

This week Hans and Robby discuss maximizing your social security Enjoy as they go over information and handy tips to help you get the most out of your social security this year Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

Do you know what your other income is Hans and Robby go over how your Social Security is taxed and strategies you can put into place that could lower the taxes paid Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]

Almost every year Social Security beneficiaries get an increase in their checks called COLA or the cost of living adjustment Hans goes over how much that is for and why it matters to you Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]

Hans goes over state taxes social security taxes pension taxes estate taxes and IRA distribution taxes and how they can differ between the state you choose to retire in Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]

You cannot hide from taxes they will catch up with you eventually Some people push it off and decide they don't want to pay them until later or even pass them onto their children If you take taxes head on ask for advice and put strategies into action for you individual situation it can end up saving you money in the long run Hans and Robby start out talking about how low the tax rates currently are Hans suggests for many of his clients that it is advantageous to pay more tax this year to pay less taxes in the [... more]