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New Rules Can Cause Big Tax Bills on Inherited Retirement Plans
October 9, 2023Have you heard about the recent laws that could impact the taxes that you’re going to pay on your inherited IRA or 401(k)? Under new rules and recent interpretations of those rules by the IRS, when you inherit a retirement account, you could be facing one of the highest tax bills you have ever seen. Learn more in this episode of Protect Your Assets with David Hollander.
Market Segment: Market Volatility & the Government Shutdown Impact
October 2, 2023In this market segment, The Sandman takes a look at the current market volatility and the impact the potential government shutdown could have on the economy. In addition, the VIX and the commodities market are discussed.
Do You Need Life Insurance in Retirement?
October 2, 2023Do you need life insurance in retirement? In this episode of Protect Your Assets, The Sandman talks about life insurance from a legacy, tax, and estate planning perspective, discusses the different life insurance policies you may consider, and gives advice on how to create tax-free income for the rest of your life.
Market Segment: The Fed’s Hawkish Stance
September 25, 2023In this market segment, The Sandman discusses Fed’s hawkish stance and how it’s signaling longer rate hikes in the future, the current labor strikes, and the impending government shutdown on October 1st.
Why Aren’t You Retired Yet?
September 25, 2023Are you still working but feeling tugged in the direction of retirement? Are you hesitating to take the steps you need to take to retire but don’t know why? In this episode of Protect Your Assets, The Sandman will walk you through how you may be able to retire on your own terms sooner than you might have thought possible.
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