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After the Paycheck

Exploring a wide range of topics aimed at helping people to and through their retirement.

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Exploring a wide range of topics aimed at helping people to and through their retirement.

New Laws Could Change IRA Contributions and Withdrawal Rules for High Net Worth Individuals

New Laws Could Change IRA Contributions and Withdrawal Rules for High Net Worth Individuals

Congress' Ways and Means Committee recently released the first draft of a major tax bill that could change the rules for IRA...


Tags: Retirement Planning, IRA Conversions, tax-deferred accounts,

4 New Tax Proposals That Could Shake Your Retirement Plan

4 New Tax Proposals That Could Shake Your Retirement Plan

Several of the suggested proposals in Biden’s tax plan could significantly affect retirees and how those nearing retirement build...


Tags: Retirement Planning, tax-deferred accounts, 401(k),

Old 401k Options & The Pros/Cons Of Each

Old 401k Options & The Pros/Cons Of Each

When you change employers or enter retirement, you likely have four choices of what to do with your retirement account. Most of...


Tags: Retirement Planning, tax-deferred accounts, 401(k),

Myths of Conventional Financial Wisdom

Myths of Conventional Financial Wisdom

Financial rules of thumb are useful to many people who can’t or won’t make time for complete and in-depth financial planning, but...


Tags: Retirement Planning, Asset Protection Planning, 401(k),

Should Bonds Still Have A Role In Your Retirement Plan?

Should Bonds Still Have A Role In Your Retirement Plan?

With interest rates so low, is there still a role for bonds in today’s retirement portfolio? Traditionally, bonds were used in...


Tags: risk management, 401(k), after the paycheck,

Would A Market Correction Affect Your Retirement Portfolio?

Would A Market Correction Affect Your Retirement Portfolio?

Would A Market Correction Affect Your Retirement Portfolio?

Randy: we all worry about the market: is it going to continue to...


Tags: Retirement Planning, tax-deferred accounts, 401(k),

How A Tax Planning Strategy Today Could Help Maximize Income In Retirement

How A Tax Planning Strategy Today Could Help Maximize Income In Retirement

When over 250 recent retirees were asked, in terms of expenses, what the biggest surprise was in retirement, do you know what the...


Tags: Income Planning, IRA Conversions, 401(k),

Is Your Retirement 'Check Engine Light' On?

Is Your Retirement 'Check Engine Light' On?

In this episode of the Just Don't Lose The Money Radio Show, Randy and Ryan discuss:

Tags: Retirement Planning, 401(k), taxes

Thinking You Should Delay Your Retirement Date? Consider This...

Thinking You Should Delay Your Retirement Date? Consider This...

A landmark study released in August found that 39% of American workers, some 68 million in all, are changing the timing on when...


Tags: Retirement Planning, risk management, 401(k),

4 Ways To Catch Up On Saving For Retirement

4 Ways To Catch Up On Saving For Retirement

Your retirement is known as “the golden years” for a reason.

Traveling, relaxing, spending more time with family and...


Tags: Retirement Planning, 401(k)

Types Of Markets And Their Effect On Your Retirement Accounts

Types Of Markets And Their Effect On Your Retirement Accounts

 

Why are there different "markets" discussed in the news,...


Tags: Retirement Planning, market update, 401(k),

Navigating Job Loss When Nearing Retirement

Navigating Job Loss When Nearing Retirement

 

 

In this episode of after the paycheck, John Conley and...


Tags: Retirement Planning, Asset Protection Planning, Income Planning,

Are Index Funds Really As Great As Everyone Thinks?

Are Index Funds Really As Great As Everyone Thinks?

In the fall of 2019, index funds finally surpassed actively managed mutual funds. As of August 31 of last year, $4.27 trillion...


Tags: Retirement Planning, Asset Protection Planning, 401(k)

Personal IRA Vs. Employer-Sponsored Retirement Plans

If you are close to retirement and are looking for ways to beef up your retirement accounts, you have no lack of options for how...


Tags: Retirement Planning, Income Planning, 401(k)

Just Don't Lose The Money Radio Show: What's In The Stimulus Package?


Tags: Retirement Planning, Asset Protection Planning, pensions,

Just Don't Lose The Money Radio Show: Reacting To The Coronavirus

Just Don't Lose The Money Radio Show: Reacting To The Coronavirus


Tags: Retirement Planning, Asset Protection Planning, pensions,

What You Need To Know About Recessions And Bear Markets

What You Need To Know About Recessions And Bear Markets

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market...


Tags: Retirement Planning, Income Planning, risk management,

Why Now Is The Time To Beat Taxes In Retirement

Why Now Is The Time To Beat Taxes In Retirement

Retirement changed forever in 1978.

That’s the year the 401(k) was invented. Now, over 40 years since, most Americans have...


Tags: 401(k), taxes

What Should You Do About The Coronavirus And Stock Market Volatility?

What Should You Do About The Coronavirus And Stock Market Volatility?

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this...


Tags: Retirement Planning, risk management, 401(k)

The True Cost of Withdrawing Early From Your 401(k)

The True Cost of Withdrawing Early From Your 401(k)

In today’s age there’s little we can all agree on. But one common goal we all share is to enjoy a satisfying retirement....


Tags: Retirement Planning, Asset Protection Planning, Income Planning,

How Your Retirement Plan Could Benefit From Charitable Donations

How Your Retirement Plan Could Benefit From Charitable Donations


Tags: Retirement Planning, tax-deferred accounts, 401(k),

How To Start Withdrawing From Your Retirement Accounts

How To Start Withdrawing From Your Retirement Accounts


Tags: Retirement Planning, Asset Protection Planning, 401(k),

Target-Date Funds & The Role They Play In Your Retirement Accounts

Target-Date Funds & The Role They Play In Your Retirement Accounts

 


Tags: Retirement Planning, tax-deferred accounts, 401(k),

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