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Episode 25: The Biggest Concerns for Families of Wealth
For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming. But involving a planning professional can help you to maintain—and continue to grow—your family’s wealth. In this episode, Jose...
Episode 24: Common Retirement Planning Mistakes to Avoid
Retirement is a big decision and something that shouldn’t be taken lightly. If you plan on retiring soon, you should be planning ahead to avoid the most common mistakes of retirement planning. In this episode, Jose Feliciano and Jeff Feliciano walk through some of the...
RMDs in 2021
Last year, the Setting Every Community Up for Security Enhancement (SECURE) Act increased the age for required minimum distributions (RMDs) from 70½ to 72. The purpose of RMDs is to spread out the tax burden associated with the years of tax-deferred earnings investors...
Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages
It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits for IRAs are relatively low ($6,000; $7,000 for 50-plus), but the Roth is a good...
Episode 23: The End of Year Review Process
Most people do their financial and tax planning at the beginning of the year to set goals for the year, big expenses for the year, and much more. But more often than not, what people don’t realize is sometimes the most important review that you can do is at the end...
PODCAST – Live Life on Purpose
- 26. Common IRA Mistakes You Want to Avoid January 12, 2022
- 25. The Biggest Concerns for Families of Wealth December 29, 2021
- 24. Common Retirement Planning Mistakes to Avoid December 15, 2021