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RMD Waiver is Over: When Should You Take a Distribution?

RMD Waiver is Over: When Should You Take a Distribution?
November 2, 2021
CARES Act legislation waived required minimum distributions (RMDs) just for 2020. As we wrap up 2021, some individuals will...
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On the Road Again…Navigating Travel Today

On the Road Again…Navigating Travel Today
July 27, 2021
The ongoing pandemic has changed the way we travel and many are changing their approach to transportation, like driving...
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Early Retirement: How Will You Fund It?

Early Retirement: How Will You Fund It?
July 8, 2021
Some people want to retire early. Or circumstances, such as health or job layoff, may drive the decision. No...
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Bill Proposal Suggests Employers Offer Retirement Plan Match While Students Pay Off Debt

Bill Proposal Suggests Employers Offer Retirement Plan Match While Students Pay Off Debt
July 2, 2021
The Senate introduced a bill in April 2021 to make it easier for people to pay on student loans...
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Your Questions, Answered: Retirement Distributions

Your Questions, Answered: Retirement Distributions
April 29, 2021
On this week’s episode of Your Questions, Answered  Eric Haberkorn  talks with  Brian Leitner , about strategies for withdrawing...
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Retiring Early? Plan Ahead for Income and Health Care

Retiring Early? Plan Ahead for Income and Health Care
April 1, 2021
You may choose to retire early, take a buy-out package or have to retire sooner than expected due to...
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Minimizing Taxes in Retirement

Minimizing Taxes in Retirement
March 19, 2021
As you navigate life events, like retirement, we’re here to help you get on track and head in the...
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Your Questions, Answered: Tax Planning Opportunities in Retirement

Your Questions, Answered: Tax Planning Opportunities in Retirement
March 18, 2021
On this week’s episode of Your Questions, Answered  Joe Hendrix  talks with  Brian Leitner  about the term “tax desert”,...
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The Retirement Problem You’ve Likely Never Heard Of

The Retirement Problem You’ve Likely Never Heard Of
March 10, 2021
Many people utilize retirement accounts and funds that grow tax-free, avoiding tax on income or capital gains, but are...
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For Some, RMD Deadline Is Fast Approaching

For Some, RMD Deadline Is Fast Approaching
March 5, 2021
Q: Do I need to take a Required Minimum Distribution from my IRA this year? A: Yes, while...
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Traditional vs Roth 401(k)

Traditional vs Roth 401(k)
February 22, 2021
Which retirement savings plan is right for you? What is the difference between a Tradition 401(k) and a Roth...
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DOL Offers New Guidance on Finding Former Plan Participants

DOL Offers New Guidance on Finding Former Plan Participants
February 9, 2021
Following up on our previous October article, “ Finding Former Plan Participants Who Leave 401(k) Funds Behind ” the...
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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.

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#182

Activating your true potential: A conversation with Heroic’s CEO

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October 15, 2026
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You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
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