Social Security Taxation

On today’s Social Security Show, Rick “The Professor” Plum, CFP® and John Ransom talk about taxation on Social Security, the latest Social Security news and answer all of your questions. November 11, 2014.

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Social Security Taxation

Life Insurance for Deceased Ex-Spouse

Terry Keyes, ChFC® fields a question about a life insurance payout in the situation where the ex-spouse has passed on.

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Life Insurance for Deceased Ex-Spouse

Breaking Down the Roth Two Step

Too much income to qualify for a Roth IRA? Rick “The Professor” Plum CFP® explains the dance known as the “Roth Two Step.”

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Breaking Down the Roth Two Step

Drawing from Custodial Accounts and 529 Plans

Caller Gene has an old custodial account and a new 529 plan for college savings for his grandchild. Which should he draw from first? The Brain Trust has the answers.

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Drawing from Custodial Accounts and 529 Plans

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Clips from Bucket Strategy Investing

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Value Averaging

Value Averaging

You may have noticed that the stock market is rather volatile. You can have years when the market exceeds expectations and years when it greatly underperforms (ending up below where your retirement plan needed it to be). A good retirement plan will take into account both the market’s highs and lows by capitalizing on the… View Article

Asset Allocation vs. Asset Location

Asset Allocation vs. Asset Location

Most advice on saving for retirement that’s put out by bloggers, columnists, and journalists centers around the concept of asset allocation. They all tell you that you can best reach your retirement goals by placing your funds into different categories, dividing them up based upon age, risk tolerance, or projected retirement date.

Interest Rates

Interest Rates and The Bucket Strategy®

Using a bucket approach to retirement planning, if done correctly, may help your portfolio to achieve some level of both income and growth—a wonderful concept, but a tough one to pull off.