#ed slott

[techmaqofficial]

When Siblings Can’t Agree on What to Do With an Elderly Parent

When Siblings Can’t Agree on What to Do With an Elderly Parent

[ad_1]

My siblings and I are at odds over how to care for our mother, who is widowed and not in the best of health. She wants to continue living at home, but two of us think she needs to move to an assisted-living community. (A setting that seems problematic at best, given the coronavirus.) And if she moves, there’s no agreement about whether she should stay in the same area or move close to…

View On WordPress

[podcaststeve]

LMC Producing "Plan for 100" Podcast Series for AIG Life & Retirement

LMC Producing “Plan for 100” Podcast Series for AIG Life & Retirement

The first four podcasts in the “Plan for 100” series feature conversations with retirement and investment experts (clockwise from upper left): Alan Castell; Tom Hegna; Ed Slott; and Dr. Michael Finke.

  LMC is producing a series of informational podcasts, “Plan for 100,” for AIG Life & Retirement, aimed at educating and empowering Americans to prepare for longer lives and retirements that could…

View On WordPress

[susangilbert]

"Time is the greatest money-making asset any individual can possess." ~ Ed Slott 

Facebook | Twitter | Instagram

[knightsprotection]

Life Insurance as Investment Alternative

There is a sea change in how the general public and our members use life insurance. When my grandfather, a farmer was alive, life insurance was the only vehicle to build an estate for retirement and to pass it on to loved ones, tax free. Today, the 401k which was created to shield highly compensated executives from immediate taxes has been sold to everyone as the primary retirement savings vehicle. Pensions have failed, markets have failed, and members 401k's have failed. But our insurance continues to protect our members from taxes, probate, failure in the markets and is the highest rated insurance company in North America and has been named a World's Most Ethical Company for the past 2 years. We only invest your money in vehicles screened and approved by the United Stated Council of Catholic Bishops, so you can rest assured your money is doing good for you and your family and the world. Please take a few minutes to watch this very educational video by CPA Ed Slott, named "The Best Source of IRA Knowledge" by the Wall Street Journal, which explains the tax and other advantages of life insurance as an investment alternative: https://www.youtube.com/watch?v=v0oYCPoKylI

[marksessanta]

Taking your correct required minimum distribution (RMD) ... it sounds so easy; you just divide the balance of your IRA at the end of last year by your IRS-provided life expectancy factor. What could possibly go wrong? The answer: a lot, an awful lot. Read on for seven RMD mistakes you should avoid at all costs.

Sometimes easy isn’t as easy as you think....get help if there’s any confusion at all or it can cost you!

[marksessanta]

Ed Slott on forever taxed vs never taxed

[marksessanta]

You gotta love this guy

[marksessanta]

(via https://www.youtube.com/watch?v=t3eHZT9Erxo)