Episode 329 – With retirement planning, as with most financial principles, every situation is different. That said, we all need a few guidelines to see if we are going in the right direction. But these basic ideas evolve over time as demographics, life expectancy, tax laws and available products all change. Here are a few ideas that could use a good debunking.
Episode 328 – There are few things that create more fear and loathing than a so-called “exam letter” from the IRS. It means that you’re likely looking at a significant time commitment just to put together the documentation they’re looking for, along with potential new taxes, interest, penalties, and accounting fees. Here are a few things that may end up triggering a tax audit.
Beth Beshaw has joined Security Mutual Life Board of Directors
Episode 327 – Billionaires are considered role models by many and disliked by many others. Although relatively tiny in terms of numbers, they have an enormous influence on our economy. Where are they headed these days?
Episode 326 – There’s been a lot of talk lately about making Social Security income tax-free. This would certainly be a popular move, especially for seniors. But doing so comes at a steep price.