There’s so much we can overlook with retirement plans. Here at Financial Symmetry, we are constantly finding ways to help you be aware of retirement opportunities and rules and improve your wealth.
On this special Halloween-themed episode of Financial Symmetry, Allison has come up with some retirement plan horror stories to spook you. Listen in to ensure that these horrors don’t ruin your retirement plans.
*****
📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today
🎯 Subscribe to not miss future episodes here
📰 See the full show notes here
If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you.
In this episode, Allison and I take a look at net unrealized appreciation (NUA). Listen in to learn what it is, who could benefit from it, and the benefits and pitfalls of using NUA. You won’t want to miss out on hearing one of our classic fictional case studies involving Freddie Krueger. Press play to hear if you could benefit from using NUA.
*****
📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today
🎯 Subscribe to not miss future episodes here
📰 See the full show notes here
When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On this episode, we’ll explore the options you have, the factors to consider, and the reasons you should and the reasons you shouldn’t roll over your employer-sponsored retirement account.
*****
📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today
🎯 Subscribe to not miss future episodes here
📰 See the full show notes here