RMDs In 2021

2020 was an eventful year and we experienced a lot of changes. One of those changes was the waiver of required minimum distributions (RMDs) in 2020. However, we are now in 2021 and RMDs are back.
Join Zach Holcomb and Michael Reese, CFP as they talk all things RMDs and what you need to do to prepare for them in retirement.

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Long-Term Care Without Insurance

Long-Term care. While it’s not fun to think about, but if you narrow down your choices a bit, making a plan for what for some ends up costing several thousand per month becomes less daunting.

Join Zach Holcomb and Michael Reese, CFP as they discuss a new way to take long term care in retirement, along with other strategies to plan for health care coverage in your retirement years.

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Spousal Tax Trap

When you lose a spouse, your tax picture drastically changes, and not for the better.

One spouse will be on his or her own most likely for at least a few years. And what happens to that person financially is something they both should think about long before it happens.

While this can be an uncomfortable topic, it is important to address this.

Join Zach Holcomb and Michael Reese, CFP as they discuss ways you can prevent leaving your spouse with an uncertain tax future.

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