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Medicare and Social Security Strategies

Medicare and Social Security Strategies

Medicare and Social Security are tied together. There are strategies involved in Social Security planning, especially concerning your Medicare premiums. WealthEd.com is your first stop on the path to retirement. Watch live shows, view video clips on d…

RMDs with Non-Spousal Beneficiaries

RMDs with Non-Spousal Beneficiaries

You may know about required minimum distribution rules for yourself, but what happens if you die? Usually the RMD rolls over to a spouse. But what if your spouse is not the beneficiary? WealthEd.com is your first stop on the path to retirement. Watch …

RMDs With Spouse as Beneficiary

RMDs With Spouse as Beneficiary

You may know about required minimum distribution rules for yourself, but what happens if you die? Usually the RMD rolls over to a spouse. But the rules do change a bit. WealthEd.com is your first stop on the path to retirement. Watch live shows, view …

RMD Basics

RMD Basics

What factors must be taken into account when calculating your required minimum distribution? WealthEd.com is your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative articles to get educated tod…

Getting to Know Bonds

A bond, as some people are likely aware, is a loan from the investor to the issuer of the bond. Investors can lend to corporations, local municipalities, and the Federal Government (to name a few examples).

College Savings Plans

Based solely on the calls and emails that come into the show, the number one savings goal people have is saving for their own retirement. Coming in a close second is saving for their children’s college educations.

Roth IRA Conversions

With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the Investment Company Institute, 19.1 million U.S. households (about 15.6%) owned Roth IRAs in 2013. There are three ways to fund a Roth: you can contribute directly, you can convert all or part of a traditional IRA to a… View Article

Bucket Strategy Investing

Our flagship show, Bucket Strategy Investing, airs daily and takes live calls covering a wide range of financial topics and strategies. Bucket Strategy Investing features Rick “The Professor” Plum, CFP®; John Dean; and the financial advisors from Lucia Capital Group.

Long-Term Care Options

Planning is key to much of our daily living. Whether you’re doing a business plan, vacation plan, or a financial plan, it would be pretty difficult to navigate the unknown without having some direction. Planning for the need for Long Term Care is no different.

The Basics of Required Minimum Distributions

Most people who own IRAs are aware of the rules that accompany them. But for the uninitiated, here’s a quick primer…

Choosing an Advisor and How Advisors Are Paid

Although some people like to handle their own financial affairs, many people would prefer to get help from a trained financial advisor.

Estate Planning: Think with Your Head Instead of Your Heart

The process of creating an estate plan is filled with emotion-laden decisions. It’s centered on life-and-death issues with personal property and financial assets mixed in.

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