IF YOU OWN A 401(K), IRA, 403(B) OR ANY OTHER RETIREMENT ACCOUNT AND YOU ARE BETWEEN THE AGES OF 64 – 72…PAY CLOSE ATTENTION Recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial; however, you must make sure you […]
Claiming Social Security at the wrong age may reduce your benefit by up to 57%! 2020 is setting up to be a tumultuous year for Social Security. New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on […]
Curious how to potentially AVOID TAXATION BY UP TO 85% on Social Security? In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement may change. The goal of income tax planning is to help minimize your federal income tax liability. You can achieve this in different ways. Get […]
LIVE ONLINE WEBINAR Saturday, April 2nd at 11:00 AM CST Estate Planning Live Webinar Why estate planning is an essential part of good overall financial planning. Discover from Nathan Cox how to help avoid the biggest mistake that can derail one’s retirement plans in a time of a crisis like we are experiencing today… What […]
Curious how to potentially AVOID TAXATION BY UP TO 85% on Social Security? In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement may change. The goal of income tax planning is to help minimize your federal income tax liability. You can achieve this in different ways. Get […]
Learn how you can help AVOID the most common IRA and 401(k) tax traps and pitfalls! If you run afoul of some of the IRS rules, the penalties can be quite stiff — all the way up to a disqualification and taxation of your entire retirement account. ???? When: Tuesday, April 19th at 2:00 PM […]
More RMD Changes to Come for 2022! When you MUST start taking RMDs! ???? When: April 21st at 6:00 PM ???? Where: Motlow State Community College Rooms HSC 138 & 139 Required minimum distributions (RMDs) are changing starting in 2022. Learn more about how these changes can potentially impact your future. The IRS requires withdrawals […]
More RMD Changes to Come for 2022! When you MUST start taking RMDs! ???? When: April 26th at 2:00 PM ???? Where: Motlow State Community College Rooms HSC 138 & 139 Required minimum distributions (RMDs) are changing starting in 2022. Learn more about how these changes can potentially impact your future. The IRS requires withdrawals […]
More RMD Changes to Come for 2022! When you MUST start taking RMDs! ???? When: April 28th at 6:00 PM CST. ???? Where: The comfort of your couch! Required minimum distributions (RMDs) are changing starting in 2022. Learn more about how these changes can potentially impact your future. The IRS requires withdrawals in retirement known […]
LIVE ONLINE WEBINAR Thursday, May 5th at 6:00 PM CST Estate Planning Live Webinar Why estate planning is an essential part of good overall financial planning. Discover from Nathan Cox […]
