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Finishing Well

Jan 23, 2021

The Secure Act made changes to your IRA contributions, especially at ages 70 and 71. If you are at these ages, or are coming up on them, you are going to want a plan in place for your retirement savings. 

 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on...


Dec 22, 2020

Hans & Robby help us understand this sometimes confusing but very important topic.  Just another step in Finishing Well!


Dec 5, 2020

Hans and Robby discuss QCDs, or Qualified Charitable Distributions. These distributions are a way to give your IRA money, tax free, to the charity of your choice. Find out all the advantages of QCDs this week on Finishing Well! 

 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and...


Oct 17, 2020

Hans goes over what qualifies as “qualified money”, as well as explains the advantages of this. Then he tells Robby the story of a client he had any how he used his IRA in order to leave the legacy he wanted. 

 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living...


Aug 29, 2020

Hans and Robby break down a specific insurance policy on today’s show. This policy allows you to rollover your IRA money into a policy that will not only provide your family a benefit at your death but also provide long term care benefits for you and your spouse. 

 

Don’t forget to get your copy of “The Complete...