Withdrawing From a Roth IRA

Caller Roger wants to withdraw money from his Roth IRA for a short time. Can he do it?

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Withdrawing From a Roth IRA

What Does An Estate Plan Do?

The Man on the Street on the purpose of an estate plan, and a discussion on the basics of estate planning.

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What Does An Estate Plan Do?

Estate Planning When There’s a Divorce

Passing on when you’ve got kids, an ex or two and a current spouse can make estate planning sticky. Rick “The Professor” Plum, CFP® talks about it.

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Estate Planning When There’s a Divorce

Controlling Your Assets When You’re Gone

How do you manage the distribution of your assets after you pass? Rashard Cook from Lucia Capital Group has some ideas.

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Controlling Your Assets When You’re Gone

WealthEd should be your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative articles to get educated today!

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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.