Transcript: Katie Nealis: Why should I consider a 401k rollover to an IRA. Easan Arualanantham: So, there’s a few good reasons. But I think the biggest reason is, when you’re in a 401k, you’re cut a lot to whatever your plan gives you as investment options. When you roll over to an IRA, you’re have
Transcript: Tom Vaughan: Hello everybody, welcome to Wednesday. The S&P 500 was up .22%, today. And we got to a new all time high of 4501 points on the S&P 500, today. Again, third day in a row with a record high; at least during the day. Really fantastic timeframe, actually. And one of the
Managing the Sequence of Withdrawals is Key to Retirement Wealth Success Transcript: Katie Nealis: “I am retired. I had an unexpected large expense that’s bigger than my emergency fund. Where should I pull the money from to pay it: Brokerage, IRA, or Roth IRA?” Tom Vaughan: Okay. Alright, so we have an expense that’s bigger
Transcript: Tom Vaughan: Hello, everybody, welcome to Tuesday. The S&P 500 was up again, today: .15%. We hit new highs on the S&P 500 again, and new highs on the NASDAQ also again; two days in a row. And the Dow actually hit the second highest close that it’s been at so far, too. So,
Transcript: Katie Nealis: How is Social Security taxed? Tom Vaughan: So Social Security is taxed based on your combined income, which is your adjusted gross income plus your non taxable interest. So that’s kind of your Muni bonds, and then half of your Social Security benefits. And so if you’re below 25,000, as a single
Plan Carefully to Maximize your RMDs Transcript: Katie Nealis: I am 71, I’m going to take my required minimum distributions next year. How do they work? Tom Vaughan: So this is a very common question. Because the requirement of distributions are a little bit confusing and total. And they’re required. So you turn 72, and
Transcript: Tom Vaughan: Hello everybody, welcome to Tuesday. Today, the S&P 500 was up .1%. Bit of a rocky day, but basically what I saw today was that the infrastructure bill passing, kind of I think out did the virus growth concerns that were happening for today. It was kind of a big deal: It
Transcript: Tom Vaughan: Hello, everybody, welcome to Monday. The S&P 500 was down about .1% today. And we’re just continuing this kind of sideways motion that we’ve been seeing for the last couple of weeks, which is not a bad thing for what’s happening, after this kind of big run up we’ve had for quite
Cryptocurrency in the Market Transcript: Katie Nealis: Have you looked at Coinbase global ticker symbol coin? What are your thoughts? Tom Vaughan: Okay, so Coinbase went public not too long ago, and they’re basically an exchange for cryptocurrencies. And they had a phenomenal IPO that came out of the gate really, really hard. They did
Transcript: Tom Vaughan: I just like to start with the summary about what I saw happened this week, as far as that goes. And so this has been a very interesting week, in terms of what’s going on, and there’s a lot of different kind of cross currents that are happening. So let me share