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Roth Conversion: Should You Convert Your IRA?
[vc_row][vc_column][vc_column_text] Financial experts often recommend including a Roth IRA in your retirement plans. Even if you don’t currently have a Roth IRA account, it’s not too late. You might still be able to capitalize on the benefits of this account...
Year-End Tax Planning in December
[vc_row][vc_column][vc_column_text] As we inch closer to the end of the year, it’s crucial to make the right moves to minimize your tax burden regardless of the financial success, or lack thereof, you found in the past months. With this in mind, here are some...
Episode 76 – Everything You Need to Know About Roth Conversions – With Matt Perrone
Join this episode of Your Retirement Solution Podcast as Matt Perrone discusses how a Roth conversion can help benefit and maximize your retirement and tax planning strategies. Matt shares his advice and explains why Roth Conversions are highly recommend…
Episode 75 – Preparing for 2020 Year-End Tax Planning
Did you know that fall is the right time to start thinking about the incoming year-end tax planning season?
Join this episode of Your Retirement Solution as Jim Black highlights not only the tax planning to-do’s, but also the two possible outcomes of y…
Medicare Advantage Supplemental Benefits Explained
[vc_row][vc_column][vc_column_text] Medicare Part A covers the cost of hospital visits and has a deductible. In 2020, that deductible is $1,408. Medicare Part B covers 80% of the cost of outpatient services, including doctor’s visits, and more. Part B has a...
Episode 74 – The ABCs of Medicare with Tom Black
Understanding your Medicare options and why it matters for you.
Today’s episode with Tom Black of the Retirement Solution focuses on Medicare and the challenges we face when looking into Medicare for ourselves or checking on our loved ones’ coverage; the…
Medigap Basics: Everything You Should Know About Medigap
[vc_row][vc_column][vc_column_text] Medigap, like Medicare, has several plan options. All plans have the same basic offerings, but some offer more comprehensive coverage than others. Read on to learn more about Medigap basics, what they cover, and how to choose...
Episode 73 – Plan for the Retirement You Deserve with Jim Black
Do you have a plan that can cover the bumps and bruises of life?
In this podcast Jim Black of the Retirement Solution discusses how a thorough plan process can help give you the confidence and courage to do what you want to do in your retirement.
In …
Medicare Fall Open Enrollment: 7 Things you didn’t know
[vc_row][vc_column][vc_column_text] When someone needs to change their Medicare coverage, they must wait for an open enrollment period. During this time, they can join a new plan or change their current enrollment. If your needs have evolved and you need to...
Episode 72 - Financial Players You Need on Your Retirement Team –– With Cindy Mueller
Do you have a solid financial team to keep you on track for life after retirement? Today, Cindy Mueller, a financial planner and tax advisor with The Retirement Solution, walks you through a list of professionals that make up an all-star team, and what r…
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