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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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 …
[Read more...] about How Do Roth Conversions Impact Inheritance/Legacy?
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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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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