Survey reveals consumers’ changing attitudes toward age-friendly banking practices and what they want most from their financial institutions WASHINGTON—Half (48%) of American adults report having been a victim or intended victim of financial exploitation in the past, according to a new report from AARP. While adults ages 18 to 49 are more likely than older … Read more
The market is entering the final two trading days of 2024, and stocks are set to post another strong year of gains. The Nasdaq Composite (^IXIC) once again led the charge in 2024, rising more than 30% thus far while the S&P 500 (^GSPC) has risen over 25%. The Dow Jones Industrial Average (^DJI) is … Read more
Home » Podcasts » Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413 March 30, 2024 Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” in her … Read more
Home » Podcasts » Rollover Issues and Income Annuities: Q&A #2423 June 8, 2024 Jim and Chris take a deep dive on a listener question relating to a problem with a rollover and provide their thoughts on purchasing a Deferred Income Annuity (DIA). Podcast: Play in new window | Download (49.9MB) Subscribe: Check out the … Read more
Home » Podcasts » Section 204 Of Secure Act 2.0: EDU #2404 January 24, 2024 Jim and Chris take a deep dive into Section 204 of SECURE Act 2, and how an annuitized annuity held inside an IRA may be used to offset RMD’s from remaining IRA’s. Podcast: Play in new window | Download (Duration: … Read more
Hey Everyone! Did you have a good month? April was a hectic month at the RB40 household. RB40Jr was busy with school, debate, Ultimate Frisbee, martial arts, and socializing with friends. I had my ceramic class, open studio, catering delivery, and driving RB40Jr around. Mrs. RB40 retired and spent a lot of time baking and … Read more