4 Retirement Planning Pitfalls to Avoid
Expenses and income are important, but there’s more to a successful retirement plan than just dollars and cents. Read the rest of the story.
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Can I Roll my Traditional IRA into a 529 College Plan?
Posted by Denish Kovach, CFP®, AIF® The short answer is “Not without paying taxes.” The IRS considers moving money from your IRA to a 529 plan as a distribution included in your taxable ordinary income. Plus you would face an additional 10% penalty if you are not yet age 59-1/2. So rather than opening the
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When retirement savings goals seem hopelessly unrealistic
I often see rules of thumb suggesting how much people should save each year or how much money they should have in retirement accounts by certain ages to be on track to a secure retirement. But I don’t see how it’s possible for people to meet these benchmarks when big chunks of income go to
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TRANSCRIPT FOR THE OCTOBER 15, 2016 “ON THE MONEY” SHOW
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® Yes, good morning. It’s Saturday morning on WDBO and this is On The Money, brought to you by Orlando’s oldest and largest independent firm of certified financial planning professionals. That being the Certified Financial Group in Altamonte Springs. With us this morning we have two of the 12 certified
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TRANSCRIPT FOR THE OCTOBER 8, 2016 “ON THE MONEY” SHOW
Hosts: Aaron Bert, CFP®, AIF® and Joe Bert, CFP®, AIF® Ask the Expert Saturday mornings here on News 96.5, WDBO, and this is On the Money, brought to you by Orlando’s oldest and largest independent firm of certified financial planning professionals, that being the Certified Financial Group in Altamonte Springs. And with us this morning live in the
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Four 401(k) Benefits You Should Take Advantage Of
Workers who are funding their retirement through an employer’s qualified plan often run the risk of developing tunnel vision where their 401(k) benefits are concerned. Either they only save the minimum, or, worse, they don’t save at all. Read the rest of the story.
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TRANSCRIPT FOR THE OCTOBER 1, 2016 “ON THE MONEY” SHOW
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® Yes, indeed. It’s an Ask The Experts Saturday morning on WDBO, and this is On The Money, brought to you by Orlando’s oldest and largest independent firm of certified financial planning professionals, that’s the name of the Certified Financial Group in Altamonte Springs. With us this morning,
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TRANSCRIPT FOR THE SEPTEMBER 24, 2016 “ON THE MONEY” SHOW
Hosts: Judith Sanborn, CFP®, AIF® and Nancy Hecht, CFP®, AIF® Ultimate project. Now, our Ask the Experts weekend continues on News 96.5, WDBO. Yes, indeed. It’s an Ask the Expert Saturday morning on WDBO. This is On the Money, brought to you by Orlando’s oldest and largest independent — Independent. Firm of certified financial planning professionals, that being
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