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Tag: Retirement

March 6, 2019 Tag: Retirement

PODCAST: Have You Heard of the 770 Account?

We have all heard of the 401(k) retirement account. Many others are familiar with the 529 college savings plan. But have you ever heard of the 770 account for creating tax-free income in retirement? Today, we discuss this little known provision in the IRS tax code with returning guest and long-time financial advisor, Mike Mitchell.

May 26, 2012 Tag: Retirement

Can You Afford to Retire?

On this week’s program, Jerry and Jennifer Robinson discuss six major roadblocks to retirement today along with some tips and advice

September 16, 2011 Tag: Retirement

10 Shortcuts to Find a Retirement Haven Abroad

There’s no such thing as the world’s best place to retire. There are many appealing options for a new life in retirement overseas.

September 15, 2011 Tag: Retirement

5 Questions Every Worker Should Ask Before Retirement

Wall Street’s recent turmoil has many investors questioning whether they will have enough to retire the way they’ve always dreamed, or to retire at all, for that matter.

September 14, 2011 Tag: Retirement

Income for Life, Guaranteed! (Sort of)

Low interest rates and a weak economy make it hard for retirees to turn their nest eggs into paychecks. Some strategies for coping and cashing in.

February 24, 2011 Tag: Retirement

Oil Price Shock + Food Price Shock= End of America’s “Recovery”

In the news today: Rising food and oil prices could complicate U.S. “recovery” efforts, the Libyan “Butcher” stands defiant, and more…

January 7, 2011 Tag: Retirement

This Week’s Financial Strategy – Creating a Budget

I love this time of year because as I talk with people they are establishing new year’s resolutions.  So I want to change our format a little bit.  In the past I have given many ideas on ways you can safely grow your assets and how to protect them.  But I would like to start this year, developing financial strategies that will help you achieve your goals. 

September 4, 2010 Tag: Retirement

Should You Convert to a Roth IRA?

The year 2010 presents a great opportunity for those folks who own a 401(k) plan or a traditional IRA.  Most people who own a 401(k) have never asked their plan administrator if their plan allows them to do an in-service rollover for non hardship cases.