Available in Bucket Strategy Investing

Let’s Talk About Annuity Fees

Let’s Talk About Annuity Fees

Fees on annuities vary by product and options. When buying an annuity, how do you know what fees you’ll need to pay and what are you paying for?

Can I Contribute to an IRA if I’m Not Employed?

Can I Contribute to an IRA if I’m Not Employed?

Caller Jeff asks if he can contribute to an IRA although he is not currently employed.

Should I Pay Off My HELOC As Soon As Possible or Make Payments?

Should I Pay Off My HELOC As Soon As Possible or Make Payments?

Caller Jeff asks if he and his wife should pay of their HELOC now or make payments.

Can I Roll My 401(k) into a Self-Directed IRA?

Can I Roll My 401(k) into a Self-Directed IRA?

Caller David asks about self-directed IRAs.

What Are the Repercussions of Cashing Out My 401(k)?

What Are the Repercussions of Cashing Out My 401(k)?

Viewer Jason asks about cashing out his 401(k).

How Do RMDs Work When You Have Multiple IRA Accounts?

How Do RMDs Work When You Have Multiple IRA Accounts?

Rick “the Professor” Plum, CFP®, and John Dean discuss how RMDs work with multiple accounts.

How Can I Decide When to Take Social Security?

How Can I Decide When to Take Social Security?

Rick “the Professor” Plum, CFP®, and John Dean discuss reasons to consider taking your Social Security at a particular time.

Learn More about 529 Plans

Learn More about 529 Plans

Rick “the Professor” Plum, CFP®, and John Dean discuss the ins and outs of 529 education plans.

When Does It Make Sense to Take a Lump Sum Pension?

When Does It Make Sense to Take a Lump Sum Pension?

Caller Jim asks whether he should take his defined pension as a lump sum.

What Is the Roth Two-Step?

What Is the Roth Two-Step?

Rick “the Professor” Plum, CFP®, and John Dean discuss how the Roth came to be.

What Retirement Plans Are Open to Me As a Small Business Owner?

What Retirement Plans Are Open to Me As a Small Business Owner?

Rick “the Professor” Plum, CFP®, and John Dean discuss the kinds of retirement plans available to small business owners.

Why Should I Consider Starting a Roth IRA before a Roth 401(k)?

Why Should I Consider Starting a Roth IRA before a Roth 401(k)?

Rick “the Professor” Plum, CFP®, and John Dean discuss some differences between a Roth IRA and a Roth 401(k).

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