Jan 31, 2019
Consider This Program 2-2-19 with Big Joe Clark & Ken Dilger.
In this episode of Consider This Program:
Segment 1: The Shopping List
- The FEG Fiduciary Focus
- Annuities, Life Insurance and other products
- Having a checklist or shopping list when looking into products
Segment 2: Taxes Today & Tomorrow
- Tax Journey, many things happen in life. The possibilities of something happening.
- How is it taxed today, along the way and tomorrow?
- Tax Diversification
- Defined Distribution
Segment 3: Loss of a Spouse
- 70, 70, 70 Rule
- Stairsteps
- Defined Distribution
- How's it taxed
Segment 4: Rule of Thumb
- Social Security Example
- Look at your investment process that you are using
- Tax Implications
Segment 5: Recap
Disclaimer: Joseph Clark is a Certified Financial Planner™ and the Managing Partner of Financial Enhancement Group, LLC an SEC Registered Investment Advisor. He is the host of “Consider This” found on WIBC Saturday mornings from 6-7a.m. as well as three other Indiana-based radio stations. Joe has served as an Adjunct Assistant Professor at Purdue University where he taught the capstone course for a degree in Financial Counseling and Planning.
Financial Enhancement Group is an SEC Registered Investment Advisor. Securities offered through World Equity Group, Inc., Member FINRA/SIPC, and a Registered Investment Advisor. Investment Advisory services offered through Financial Enhancement Group (FEG) or World Equity Group. FEG is not owned or controlled by World Equity Group.
Joseph Clark and World Equity Group, Inc. do not provide tax or legal advice. For tax advice consult with a qualified tax professional. For legal advice consult with an attorney.