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financial planning

How to Most Effectively Pull Funds Out of Your College Savings Account

James · July 12, 2022 · Leave a Comment

In this episode of Ready for Retirement, James discusses how to most effectively pull funds out of your college savings account. Questions Answered:  What are the tax implications of pulling from college savings accounts?What are the best …

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How Do Roth Conversions Impact Inheritance/Legacy?

James · April 5, 2022 · Leave a Comment

Questions answered: What are the implications of inheriting an IRA? Should you use a CRUT? How do different assets affect inheritance? We’re on YouTube! Check us out here for more content to help you create a secure …

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Should I Invest in iBonds Paying 7.12%?

James · January 11, 2022 · Leave a Comment

Our topic on this episode of the Ready for Retirement podcast is about the recent iBond paying 7.12%. Questions answered: Should you invest in iBonds paying 7.12%? What strategies can you implement to ensure you create your ideal retirement? What …

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How Should You Invest to Take Advantage of The 4% Rule?

James · October 26, 2021 · Leave a Comment

Our topic on this episode of the Ready for Retirement podcast is about understanding how you should invest to take advantage of the 4% Rule. Questions answered: What is the 4% rule and how does it impact my ability to retire? What are the best …

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