Mar 26, 2017
Social Security expert Mary Beth Franklin explains the current claiming rules. Joe and Big Al offer tips for managing taxes and answer emails on rollovers, Roth IRA, 401(k), debt, and building a stock portfolio. And from sole proprietorships to real estate; alternative minimum tax to capital gains and losses, the...
Mar 20, 2017
Our guest is Michelle Balconi, who co-authored the children’s book "Let’s Chat About Economics!" with economist Dr. Arthur Laffer. Joe and Big Al debunk retirement myths, discuss 8 things most Americans don’t know about retirement, and answer emails on Roth IRAs, 401(k)s, and investing. Also: Joe is retiring to...
Mar 13, 2017
Six small business retirement plans from easy to complicated, including the SEP IRA, SIMPLE IRA, Solo 401(k) and defined benefit plan. And, how to calculate your "power percentage" for retirement readiness (here's a hint, it involves adding up savings and old debt payments and dividing that into your income.) Plus, Joe...
Mar 6, 2017
8 IRA mistakes to avoid, the most expensive purchase you'll ever make, the best state tax breaks for retirement and how to prioritize where you save, to maximize what you save. Plus, Joe and Al answer questions on advisor credentials, the 60 day rollover rule, and which is safer, T-bills or fixed indexed annuities?