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Your Retirement Playbook

Feb 27, 2020

Today on Consider This we talk about Caps, inherited IRAs, and how you should budget for retirement!


Feb 20, 2020

Today on Consider This Program we talk about the "dreaded" Phantom Capital Gains, what is the definition of a fiduciary, and what happened to QCDs when the Secure Act kicked in...


Feb 13, 2020

Today on Consider This we talk about when to take out social security, what to do if you have an annuity, and what are these new things called Buffered ETFs?


Feb 6, 2020

Today on Consider This we talk about the 2025 Tax Code Sunset, what you should consider when thinking about long term care in a nursing home, snow bird retirement, and the standard deduction versus the itemized deduction.