Accessing Retirement Funds Using Substantially Equal Periodic Payments
Our experts discuss a method of accessing retirement funds before age 59 ½ that can help avoid incurring an early withdrawal penalty.
Making the Most of a Pension Benefit
Our experts discuss the options involved when taking pension benefits, including taking a lump sum.
Going Back to School as an Adult
Our experts discuss a case study of a professional who is interested in returning to school to pursue a degree to advance her career.
Insuring Your Home Business
Our experts consider a business owner who operates her business out of her family’s home. The experts look at the insurance policies she should have in place to protect her business and inventory.
To Pay or Not to Pay—Salary vs. Distributions for S Corp Owners
Our experts discuss an S Corp owner who is trying to determine how much he should pay himself as a salary and how much should be a distribution.
Saving for Retirement Without an Employer-Sponsored Plan
Our experts explore saving for retirement when an employer-sponsored plan is not available.
Strategically using Life Insurance as Part of Executive Compensation
Our experts discuss the nuances of using life insurance as part of an executive bonus plan.
Viewing Retirement Assets as a Combined Nest Egg
Our experts discuss a case study of a couple’s retirement savings strategy now that the husband has returned to the workforce.
Emotions can Influence our Investment Habits
Our experts explore a listener’s dilemma on timing his 401(k) contributions and whether he should pay off his mortgage before retirement, discussing the decisions from both a financial and emotional standpoint.
Congress Suspended the File and Suspend Strategy
Congress passed the Bipartisan Budget Act of 2015, which eliminated the File and Suspend and Restricted Application for Spousal Benefits “loopholes.”