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The following listen on-demand podcasts matched your search results for: Taxation
Planning Matters Radio
Peter Richon
September 23, 2023
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]
The Christian Worldview
David Wheaton
April 01, 2023
GUEST ALEX NEWMAN Journalist and CEO Liberty Sentinel MediaUnregenerate mankind is always trying to get back to Babel Babel was the failed city chronicled in Genesis where man attempted to build his own utopia apart from God With the same proud and rebellious spirit unregenerate men and women today believe there must be fundamental transformation of everything nation states energy finance leadership social structures and more to achieve a Great Reset where a globalized world can live together in peace and equity The biggest impediment to this is the United States of America Our founding values that recognize God as [... more]
Financial Symphony
John Stillman
February 23, 2023
Retirement can come with a lot of tax questions and concerns From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income it can be overwhelming On today's episode we'll break down the top ten tax questions retirees are asking in Before you file your taxes and plan ahead for the rest of the year make sure to listen to this episode as we'll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden Here's some of what you'll [... more]
Finishing Well
Hans Scheil
October 22, 2022
Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss the update for inherited IRA's 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]
Finishing Well
Hans Scheil
August 06, 2022
Hans and Robby are back again this week with a brand new episode The topic this week is about tax planning in Often times it is good to have a plan in place Proper planning can be the difference between success and failure Hans and Robby want to help you be successful when it comes to planning your taxes 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 - - [... more]
What's Right What's Left
Pastor Ernie Sanders
July 02, 2022
See omnystudio com listener for privacy information [... more]
Finishing Well
Hans Scheil
June 18, 2022
Hans and Robby are back again this week with a brand new episode So you're retired you've saved your money over the years now what do you do with it Hans and Robby are here to help 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 Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
May 28, 2022
Hans and Robby are back again this week with a brand new episode This week's show is all about the new regulations for with IRA beneficiaries as well as a discussion on the ten year rule 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]
Finishing Well
Hans Scheil
April 30, 2022
Hans and Robby are back again this week with a brand new episode This week's show is about taxes Hans and Robby has you covered when it comes to information and tips on the standard deduction for 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]
Finishing Well
Hans Scheil
April 02, 2022
Hans and Robby are back again this week with a brand new episode This week's show is all about what you can expect if you inherit an IRA What should you do first and what about the new tax laws Those questions and more will be answered so you've come to the right podcast 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]
Finishing Well
Hans Scheil
February 19, 2022
Hans and Robby are back again this week with a brand new episode The discussion turns to Roth IRA's and all the need to know information to help you today as well as later on down the road 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]
Finishing Well
Hans Scheil
January 29, 2022
This week Hans and Stu Epperson subbing in for Robby discuss QCDs Qualified Charitable Distributions and estate planning They go over important information that you need to know now or down the road 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]
Finishing Well
Hans Scheil
December 25, 2021
Hans and Robby discuss tax-free retirement savings and the three different tax characterizations or situations your money might be in including a taxable account a tax deferred account or a tax-free account 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]
Finishing Well
Hans Scheil
December 11, 2021
This week Hans and Robby discuss next year's tax rates for those of you that are retired 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]
Finishing Well
Hans Scheil
November 20, 2021
With quickly approaching Hans and Robby go over some need to know details about new RMD's and RMD Levels 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]
Finishing Well
Hans Scheil
November 13, 2021
For those who didn't know IRAs are different This week Hans and Robby go over how they are different 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]
Finishing Well
Hans Scheil
August 14, 2021
Hans and Robby talk about charitable giving and how to map out a plan to maximize your donations 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]
Truth Talk
Stu Epperson
July 16, 2021
Stu talks with author and former sports executive Pat Williams about the lessons we can learn from the American revolutionaries of old and his new book Revolutionary Leadership Essential Lessons from the Men and Women of the American Revolution [... more]
Finishing Well
Hans Scheil
May 22, 2021
Hans and Robby talk about current tax brackets and retirement planning under these parameters 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]
Finishing Well
Hans Scheil
May 01, 2021
There are some IRAs that allow you to take out money tax-free while others make you pay taxes when you make withdrawals Hans goes over why you should consider looking into the tax-free IRAs and how they could help your family 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]
Finishing Well
Hans Scheil
April 03, 2021
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]
Finishing Well
Hans Scheil
March 13, 2021
At age the government makes you start making distributions from your IRA and k Hans goes over why you should think about required minimum withdrawals instead of required minimum distributions in your s and s 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]
Finishing Well
Hans Scheil
February 13, 2021
Do you know your tax rate How about your standard deduction Hans explains taxes in especially for those age and over 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]
Finishing Well
Hans Scheil
January 23, 2021
The Secure Act made changes to your IRA contributions especially at ages and If you are at these ages or are coming up on them you are going to want a plan in place for your retirement savings 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]
Finishing Well
Hans Scheil
December 22, 2020
Hans Robby help us understand this sometimes confusing but very important topic Just another step in Finishing Well [... more]
Finishing Well
Hans Scheil
December 05, 2020
Hans and Robby discuss QCDs or Qualified Charitable Distributions These distributions are a way to give your IRA money tax free to the charity of your choice Find out all the advantages of QCDs this week on Finishing Well 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]
Finishing Well
Hans Scheil
October 17, 2020
Hans goes over what qualifies as qualified money as well as explains the advantages of this Then he tells Robby the story of a client he had any how he used his IRA in order to leave the legacy he wanted 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]
Matt Slick Live!
Matt Slick
September 24, 2020
Open calls questions and discussion with Matt Slick LIVE in the studio Questions include--- - Can God redeem our mistakes--- - What is Isaiah - referring to--- - What is your interpretation of Timothy - --- - My daughter is going to marry a catholic What should I do--- - Are prophetic dreams real- Do they happen today [... more]
Finishing Well
Hans Scheil
September 19, 2020
Hans and Robby go over why you need a tax preparer like a CPA and a tax planner like a financial planner and what the differences are between the two 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]
Finishing Well
Hans Scheil
August 01, 2020
There are tax benefits you are going to get out of having a Roth IRA in retirement Hans goes over what these are as well as what you can do right now no matter your age to make sure your IRA and k accounts are in a good spot 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]
Finishing Well
Hans Scheil
May 23, 2020
The government has given you some help with your IRA Not only are you allowed to take some money out without penalty if you have been financially hurt by Coronavirus but you can also leave money in your IRA for longer without penalty Hans walks through who these new provisions might work well for and who might want to not take advantage of this relief Remember Cardinal and Hans are here to help anyone who needs it at this time Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon [... more]
Finishing Well
Hans Scheil
April 25, 2020
With the recently passed tax law the government created a year window of the lowest taxes in over years So how do you make the most of this window Hans and Robby go over some strategies to maximize your money and lose less to taxes 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]
Finishing Well
Hans Scheil
March 28, 2020
A lot of people don't know what to do right now especially when it comes to their IRA or k Hans and Robby go over what you should be looking at in your accounts not only during recessions but all the time Make sure you are checking your beneficiaries as well as your balance Also remember it is important to understand the taxes on these accounts before you make any withdrawals or adjustments Don't make any rash decisions Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on [... more]
Carolina Journal Radio
Donna Martinez and Mitch Kokai
March 02, 2020
Gov Roy Cooper emerged from a recent meeting with business executives and proclaimed that none of them had asked for a tax cut Cooper used that fact to bolster his opposition to reducing business taxation The problem for Cooper is that every company cited in his comments about the meeting has taken advantage of targeted state tax breaks Those targeted incentives top million Jon Sanders John Locke Foundation director of regulatory studies analyzes the governor's skewed view of business tax policy The N C Coalition for Charter Schools has named Lindalyn Kakadelis as its new executive director Kakadelis explains how [... more]
Finishing Well
Hans Scheil
February 15, 2020
When you retire your life goes through a huge season of change especially when it comes to your finances The recently passed Secure Act adjusted how this season can go for you and your income The most notable adjustment comes to RMDs or Required Minimum Distributions for IRAs and k s The required start age for these has now been pushed back to from While this could be considered a tax break by some it is really important to look at this from a larger standpoint including how you want to pay taxes and leave money for your family Hans [... more]
Finishing Well
Hans Scheil
January 18, 2020
It's 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 over tax charts for and what they mean for you One of the biggest suggestions Hans gives is to not be scared to pay a little more taxes now to live tax free in the future Want to know why [... more]
Financial Symphony
John Stillman
January 08, 2020
Almost everyone will feel the some effects from the new SECURE Act Some more immediately than others but in the grand scheme almost everyone will be affected Ron and I will help you tackle the new rules as we discuss the two most important components the changes in stretch IRAs and the new RMD age The most important thing to keep in mind is communicating with your family about the changes from an estate planning standpoint Don't fret we're gonna break it all down for you and help you get started Check out the full show notes for this episode [... more]
Finishing Well
Hans Scheil
January 04, 2020
The SECURE Act was recently passed making big changes to your IRAs and ks 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 would be happy to go through everything with 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 [... more]
Finishing Well
Hans Scheil
December 28, 2019
Butt Dust We know it sounds weird but as always Robby explains not only how this is relevant to scripture but how it is relevant to money specifically IRAs Hans talks about everything he learned at his tax conference recently that focused on how to maximize your use of IRAs especially traditional vs Roth IRAs 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 [... more]
Finishing Well
Hans Scheil
December 07, 2019
Hans and Robbys discuss income tax for people who are retired this week on Finishing Well Have questions Please reach out - we would love to answer them on the show 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]
Finishing Well
Hans Scheil
November 09, 2019
Everyone's IRA is different but yet they are still taking advice and facts from their friends and family Hans and Robby address this issue as well as all the options you have for making the most of your IRA by lowering your taxable income not receiving penalties and handling required minimum distributions First up is penalties for required minimum distributions Some people have this idea that they never want to pay taxes so they are not going to touch their IRA This is a mistake as not taking out distributions after is going to land you with a huge penalty [... more]
Financial Symphony
John Stillman
July 18, 2019
Most people have a basic knowledge of Required Minimum Distributions RMDs but few understand how they pertain to IRAs and ks as well as the intricate timing details that are essential to preparing to withdrawal for tax payments For a better understanding of the best times to withdrawal as well as avoiding penalties join John and Ron as they discuss a letter Ron recently received shortly after a big birthday Check out the show notes here https mrstillmansopus com retirement getting-your-rmd-ducks-in-a-row - RMDs for k s RMDs for IRAs Here's an example When do you have to make a withdrawal [... more]
Finishing Well
Hans Scheil
July 13, 2019
In Mathew Jesus confronted the Pharisees and Sadducees when they tried to test Him saying that they knew how to interpret a red sky but couldn't interpret the signs of the times This week Hans and Robby talk about the fear and confusion of retirement taxes People tend to worry when their tax return is smaller than expected while in reality this is no cause for fear because the tax rates holistically have gone down It's important to know the difference between retirement policy and politics so you can plan financially and live well Hans recently participated in a webinar [... more]
Finishing Well
Hans Scheil
June 15, 2019
This week Hans and Robby talk about IRAs with a special guest Listen and learn about how Uncle Sam is your silent partner in your IRA and more 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]
Finishing Well
Hans Scheil
May 18, 2019
In Luke Jesus praises the shrewd manager who stole from his boss He says I tell you use worldly wealth to gain friends for yourselves so that when it is gone you will be welcomed into eternal dwellings Many people tend to waste their wealth by not dealing shrewdly Hans and Robby discuss how to apply these principles to income taxes especially in retirement Paying more taxes than you should because you have not planned correctly can be wasteful You should not cheat on your taxes but with proper planning you can make sure you don't pay more than you [... more]
Finishing Well
Hans Scheil
April 13, 2019
Proverbs says Hope deferred makes the heart sick but a longing fulfilled is a tree of life With IRA's or individual retirement accounts hope or money deferred allows your longings to be fulfilled when you retire These hopes include a comfortable retirement with travel and fun and providing for your family Robby talks about how his dad wanted to go to Hawaii with his wife but after she passed he instead got to go with his children This was his hope deferred One thing most people where not hoping for is paying taxes on the money in their IRA but [... more]
Finishing Well
Hans Scheil
March 02, 2019
Robby is reading a book to his dad about lessons you can learn from sheepdogs One of the main points the book makes is that the main way to communicate with sheepdogs is by hand signals not verbal communication Just like sheepdogs you have to follow God's signals as they come into your life Hans had a client come into his life when he was just starting Cardinal Dr Bob introduced Hans to Ed Slott the IRA expert While Hans thought he knew a good amount about IRAs he learned so much by going through the Ed Slott training He [... more]
Carolina Journal Radio
Donna Martinez and Mitch Kokai
February 11, 2019
Candidates are already lining up for the elections in North Carolina It's not unusual to see candidates jump into a race a year before the election But some might be throwing their hats into the ring even earlier than normal That's because primary elections have been moved up from May to March Rick Henderson Carolina Journal editor-in-chief discusses developments in the upcoming races for governor U S Senate and other important statewide elected positions Some governments use sin taxes to nudge people away from behavior that elected officials and bureaucrats dislike Adam Hoffer associate professor of economics at the University [... more]
Planning Matters Radio
Peter Richon
February 04, 2019
It's not what you make it's what you keep And the biggest thing standing in between is taxes Taxes are one of our largest known expenses Many people try to save on taxes for income they earned last year without planning to save in all the years ahead Tax reform has given us some great opportunities to save to plan and to minimize your lifetime tax liability Listen to this week's episode to understand the opportunities and strategies you should consider in your planning to keep more of what you make [... more]
Carolina Journal Radio
Donna Martinez and Mitch Kokai
January 28, 2019
North Carolina could make a major improvement to its tax system by ending taxation of capital gains But the state doesn't have to scrap its capital gains tax completely to move in the right direction Roy Cordato John Locke Foundation senior economist recommends capping the capital gains tax at its current rate With that step the rate would never climb again even if future legislatures decide to raise taxes in other types of income The University of North Carolina System could do a better job recruiting military veterans as students The system's Board of Governors heard that message recently from [... more]
Finishing Well
Hans Scheil
January 26, 2019
In Ecclesiastes it says To everything there is a season Retirement is a season in life that is full of change including your taxes Taxes are different in retirement there is Social Security Medicare IRA withdrawals and for some work income Prosperity can come in your season of retirement from not having the tax burden you had while you were working The only way to reach this prosperity though is to plan for it before this season hits Hans discusses a client who retired when he was years old After retiring he started to withdraw money out of his traditional [... more]
Planning Matters Radio
Peter Richon
January 24, 2019
It is the most unwonderful time of the year Tax Season How do you manage to KEEP more of what you earn Peter Amber Richon share some top tips and important strategies you need to know about planning to minimize your lifetime tax liability [... more]
Finishing Well
Hans Scheil
December 15, 2018
What is the ultimate finishing well This week on Finishing Well Hans and Robby are discussing taxes and what you need to do before the end of the year Even God rested on the seventh day and you can rest at the end of the year knowing this is all taken care of RMDs from your IRAs have to be done by December st for this year If you have put it off you need to get it on it ASAP as it can take days or weeks to get these distributions Even if you do not have RMDs currently [... more]
Finishing Well
Hans Scheil
November 10, 2018
It is Finishing Well s first LIVE show This week Hans and Robby visited Peace Church in Durham NC to discuss IRAs and go more into depth about Qualified Charitable Distributions Robby discusses Matthew the parable of the day laborer The story is basically that a landowner whent to hire workers in the morning for his vineyard and offered them to pay thema denarius for the day hours later he got another group to come to work and then he got another group with one hour left hre brought another group At the end of the day everyone got a [... more]
Financial Symphony
John Stillman
September 25, 2018
There's a lot of confusion surrounding the taxation of Social Security Join us as we seek to clear up the confusion on the podcast Click the link for more in-depth reading in a recent blog post https mrstillmansopus com taxes social-security-taxation [... more]
Carolina Journal Radio
Donna Martinez and Mitch Kokai
July 30, 2018
A new Vanderbilt University report questions the academic benefits of Tennessee's prekindergarten program Terry Stoops John Locke Foundation vice president of research and director of education studies assesses the new research and discusses its implications for state pre-K programs in North Carolina As stories about a national opioid epidemic continue to generate headlines more and more states are considering new taxes on opioid drugs Patrick Gleason vice president of state affairs at Americans for Tax Reform analyzes the growing interest in targeting opioids for taxation He explains ATR's concerns about these taxes It's hard to tell how well a government [... more]
Finishing Well
Hans Scheil
July 28, 2018
The government wants their money and they are going to get their money whether it is from you or your heirs RMDs Required Minimum Distribution or is it Really Motivated Distribution Hans and Robby discuss reasons to take your Really Motivated Distributions early and late this week One really motivated way involves building up your Social Security benefit Another really motivated distributions allows you to give to the Church or other charities tax free 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 [... more]
Finishing Well
Hans Scheil
June 23, 2018
Proverbs says The wise store up choice food and olive oil but fools gulp theirs down Today the fools are the people paying taxes unnecessarily Hans and Robby talk about the new tax bill Qualified Charitable Distributions and tithing Hans also tells the story of a client who got some bad advice about her IRA's and how Cardinal helped her correct this resulting in less tax for her heirs Lastly they discuss IRMAA or the Income Related Monthly Adjustment Amount This amount is paid by higher-income Medicare beneficiaries Don't forget to get your copy of The Complete Cardinal Guide to [... more]
Financial Symphony
John Stillman
January 30, 2018
Is a Roth conversion a logical move for you to make or not John breaks down the pros and cons of converting money to Roth in various situations [... more]
Financial Symphony
John Stillman
January 16, 2018
Most people are aware that they're required to start withdrawing money from their retirement accounts at some point Some people even know that the magic age for this is But very few people have appropriately factored this into their retirement income plan [... more]
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