IRA Limits & Emails
We discuss the limit increases to 401ks and IRA as well as answer questions from listeners here in the Orlando and Bradenton area.
401k
Exposing 401(k) Weaknesses
Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b…or TSP…or 457 plan)
Effects Of The Tax Reform & Email Questions
We’ll start off things off this week by discussing the effects of the tax code changes on people’s tax returns this year. Then we’ll dive into the mailbag and answer questions on retirement tax brackets, rolling over a 401(k), book recommendations, and more.
The Roth Guy
We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.
Mailbag – Paying Off The House, Maxed-Out 401(k), And Book Suggestions
Jude and Mike take on various email questions from around the Orlando area. They’ll discuss the pros and cons of paying off the house versus continuing to take a tax deduction, as well as what to do if you’ve maxed out your 401(k) contributions. And finally, you’ll hear about some of Jude and Mike’s favorite books on retirement and financial planning.
