by libsyn | Sep 27, 2025 | Podcast
The rule of 55 is an Internal Revenue Service rule that allows workers who are 55 or older to withdraw money from their employer-sponsored retirement accounts penalty free if they leave their jobs. What about taxes, and/ or loans on 401ks? We’ll review it all in...
by libsyn | Sep 27, 2025 | Podcast
..When markets correct, it gets easier to remember that what goes up DOES come down one day… and that in the long run, the averages play out! …So, what rate of return should you expect to make on your investments over the next ten years? History reveals...
by libsyn | Sep 27, 2025 | Podcast
MM CLIP It’s only natural–most investors try to accumulate as much money as possible to alleviate the worry of running out of it one day. And why not? The more assets you have, the less you should worry, right? If only that were true! It turns out that...
by libsyn | Sep 27, 2025 | Podcast
Daily IQ Retirement Brief 7/8/25 Check out this...
by libsyn | Sep 27, 2025 | Podcast
Medicare drug plans are much more affordable this year for millions of Americans, courtesy of those nasty rich taxpayers. We’ll review how the significant savings will work in 2024 and 2025 in the Market Intel segment, then Medicare expert Shelley Grandidge...
by libsyn | Sep 27, 2025 | Podcast
Daily IQ Retirement Brief 5/1/24 Check out this...
