Can you take a Required Minimum Distribution, pay the taxes, and convert that amount into an IRA? Does the 5-Year Rule apply to Roth conversions and does a new 5-year period start each time you make a

Claiming Social Security early is often the WRONG financial strategy. But what if that is what your "financial advisor" has recommended? New research suggests that this advice may actually not be in Y

Want your beneficiaries to avoid paying big legal fees and/or major taxes to the IRS? Then you need to avoid some very common estate planning mistakes. In this show we discuss a real-life example of h

What happens if your existing long term care policy price does up? Do you pay the price increase, or adjust the benefits to keep the policy affordable? In this show we review a real-life example of a

A successful retirement is about increasing income and reducing stress. In this show we review the top stresses faced in retirement and how to decrease or eliminate them.

In Part Three of this three part series, we explore how a needy family member can be one of the top threats to a successful retirement plan. This third "punch to the mouth" is often difficult to deal

In Part Two of this three part series, we explore how a health crisis is one of the top threats to a successful retirement plan.This second "punch to the mouth" is often difficult to deal with becaus

In Part One of this three part series, we explore how market crashes are one of the top threats to a successful retirement plan.This first "punch to the mouth" is perhaps the most widely known and ea

Losing a spouse can be difficult emotionally, but also financially. On top of the financial turmoil comes TAXES. In this show we discuss the specific tax problems that widow(er)s face when they lose a

If your spouse filed for Social Security before their full retirement age, your benefit may be impacted. This is known as the he Social Security "Widow(er)'s Limit." (Retirement Insurance Benefit Limi