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What Do Taxes in Retirement Look Like if You Receive a Pension?
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Widow's Tax Penalty Debunked by New Research in Journal of Financial Planning (December 2023)
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3:38
How to Invest in 2024 - the Best Year for a Diversified Portfolio in Recent Memory
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Immediate Annuities are Now Paying Enough to Improve Retirement Projections!
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How to Find an Hourly Financial Planner or Hourly fee Financial Advisor
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Recent Retirees Can Save on Their Lifetime of Taxes Using a Strategy Available in 2023, 2024, 2025.
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Move Out of 3-month and 6-month T-bills? A Bond Market Update for July 2023.
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Scenario: Best Social Security Strategy for a Couple with Pension Income
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The Top 5 Highest Paying Jobs I Have Seen as a Financial Planner. High Earning Career Choices.
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When Claiming Social Security at 62 Would Have Been the Best Strategy. Based on new research.
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See Actual Dollar Difference When Claiming Social Security at 62, 67, or 70.
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3:15
Demonstration of Roth Conversions in Retirement Early Years
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Will Your Spouse be Safe Without Your Pension Survivor Benefit? The Impact of Pension Payments.
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How Much Does Working 1 More Year Improve Retirement Safety?
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OMFL ETF. A financial advisor's favorite etf. The Invesco Russell 1000 Dynamic Multifactor ETF.
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How to Invest if You Receive a Pension, Annuity, or Other Guaranteed Income
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How Much is Your Pension Worth? Calculate its value to your net worth.
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The Impact of Buying an Expensive Car on Your Retirement.
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Is Your Retirement Portfolio a Tax Bomb? 2 things you can do to lower your taxes before RMDs begin.
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What To Do With Your Cash Now (2022)
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How delaying FERS retirement for 1 year or more improves retirement success.
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Roth TSP vs Traditional TSP
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Can a Federal Employee (FERS) retire with no investments other than a TSP account?
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End of Videos