Video | TVAMP - Part 2
5 Common Mistakes to Avoid in Retirement Ep. 7 (Video)

5 Common Mistakes to Avoid in Retirement Ep. 7 (Video)

  You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire too soon. Lifespans are increasing and many retirees underestimate their life expectancy when calculating...
Is a Tax-Free Retirement Possible? Ep. 8 (Video)

Is a Tax-Free Retirement Possible? Ep. 8 (Video)

  A question we’re commonly asked is, “Is it possible to drastically reduce taxes in retirement, or even eliminate them? It’s possible, but you must start planning before you retire. Many people don’t realize that Traditional IRAs and 401(K)s are...
How to Avoid an IRA Rollover Mistake Ep. 9 (Video)

How to Avoid an IRA Rollover Mistake Ep. 9 (Video)

  If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer-sponsored retirement plan. The wrong move could cost you in income taxes and early withdrawal penalties. There are two basic ways to move retirement...
When Does a Roth Conversion Make Sense? Ep. 10 (Video)

When Does a Roth Conversion Make Sense? Ep. 10 (Video)

  With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in retirement, all those distributions are taxed. The Roth IRA is the opposite. It has no deduction when you put the money in, but...
How Can You Plan for Long Term Care?  Ep. 11 (Video)

How Can You Plan for Long Term Care? Ep. 11 (Video)

  Statistics say there is a seventy percent chance that you or your spouse will experience a need for long-term care! Long-term care includes a range of services and supports you may need to meet your personal care needs. Most long-term care is not medical care,...
5 Steps Toward a Debt-Free College Education Ep. 12 (Video)

5 Steps Toward a Debt-Free College Education Ep. 12 (Video)

    Too many young people can’t afford college, and many more leave college under a mountain of debt. Here are 5 ways to plan for a debt-free education. First, invest early in college savings plans like 529s or state prepaid tuition plans – parents and...
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