Retirement Archives - IHT Wealth Management

Steve warns getting a second opinion when it comes to retirement planning through life insurance. Tune in to hear where people usually make mistakes.

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IHT article in US News and World Report: get the full article here

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Steve touches on the do’s and don’ts for retirement planning with regard to the new tax changes.

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If you’ve maxed out your 401k but want to keep adding to your retirement before the year is up, tune in now. Most companies allow a slightly different contribution opportunity that not many are aware of.

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In the midst of impeachment and election talk, Steve urges you to take the headlines for what they are. Are politics going to have a major influence on your portfolios? Maybe not– but there is one legislative change that you need to consider if you have a retirement account. Tune in to learn more.

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Congress is making massive changes affecting your IRA beneficiary decision. These changes will drastically affect taxes and timelines available to the heirs of your retirement account.

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Are you at that age where you need to take those required minimum distributions from your IRA, and feel like you don’t have a good use for the funds? Steve touches on a few options that may benefit you or your heirs.

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Are you track for Retirement? We can help.

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