David starts the conversation by explaining what IRMAA is, if you should be worried about it when doing a Roth conversion, and whether there are ways around it. David defines the acronym IRMAA, Income-Related Monthly Adjusted Amount. This is an…
Can I Avoid IRMAA When Doing a Roth Conversion? Read More »
This episode addresses Suze Orman’s epic IUL rant on her Women and Money podcast. Suze Orman begged her audience not to do Index Universal Life insurance policies. This very broad brush and no nuance approach of every financial guru is what…
Suze Orman goes on EPIC IUL Rant–“I’m BEGGING you not to do them!” Read More »
Retirement planning is an essential part of preparing for a stable and comfortable future, but it comes with its fair share of challenges. One of the most significant challenges retirees face is market volatility. The ups and downs of the stock market can have a profound impact on retirement savings and income, potentially jeopardizing the
Creating a Volatility-Proof Retirement Plan Read More »
David and Mark Byelich talk about why people don’t want to pay a tax before the IRS absolutely requires it of them. David touches on the 2018 documentary The Power of Zero: The Tax Train is Coming. Mark Byelich explains that the longer someone hasa…
The #1 Reason Why People Don’t Do a Roth Conversion Read More »
Today’s episode is part of David’s interview with Mark Byelich. David and Mark address Mark’s concept of “suddenly single”. David once met an Uber driver who had saved $1.5M. All financial advisors gave him the same advice “don’t change…
Copyright © 2021 Hanson Wealth Management
Advisory Services offered through TLG Advisors, Inc, a Registered Investment Advisor, 26 west Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Hanson Wealth Management is not affiliated with TLG Advisors, Inc
Site powered by Illuminated Advisors