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The Latest on Required Minimum Distribution (RMD) Rules

The Latest on Required Minimum Distribution (RMD) Rules

September 7, 2023
As of 2023, the age for starting RMDs is 73. It increases to age 75 by 2033. In addition,...
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Make the Most of Your Retirement Plan Contributions

Make the Most of Your Retirement Plan Contributions

August 25, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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How to Get the Maximum Social Security Benefit

How to Get the Maximum Social Security Benefit

June 2, 2023
If you’re a high earner and meet certain qualifications, you could receive the highest Social Security benefit possible ($54,660)...
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Retiring Early? Discover Ways to Fund Health Care

Retiring Early? Discover Ways to Fund Health Care

May 5, 2023
If your goal is to retire early, you’ll need a plan for funding health care until Medicare kicks in....
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Long-Term Capital Gains Tax Strategies

Long-Term Capital Gains Tax Strategies

May 1, 2023
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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Teaching Teens About Finances

Teaching Teens About Finances

April 27, 2023
Starting early can make a significant impact on retirement savings, but how can you help teach your teen to...
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5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

March 2, 2023
As you plan for retirement or if you’re already retired, how much you’ll withdraw from retirement accounts for reliable...
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Inherited IRA Strategies

Inherited IRA Strategies

February 9, 2023
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So,...
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Many Age 65+ Still Working for a More Secure Financial Future

Many Age 65+ Still Working for a More Secure Financial Future

February 2, 2023
With several forces converging at once—the bite of inflation, market swings and higher interest rates—nearly 60% of high earners...
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5 Costly Roth IRA Mistakes to Avoid

5 Costly Roth IRA Mistakes to Avoid

January 19, 2023
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified,...
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Should You Roll Over an IRA to an HSA?

Should You Roll Over an IRA to an HSA?

January 5, 2023
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. To make pre-tax...
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Reaching Your Financial Goals & New Year’s Resolutions

Reaching Your Financial Goals & New Year’s Resolutions

January 5, 2023
To kick off the new year, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share...
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Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#124

Alternative Cash Flow from Structured Notes and Options

September 21, 2023
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#123

3 Things You Need to Know Before Moving Abroad

September 7, 2023
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#122

2023 Tax Planning Strategies

August 24, 2023
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