Join us for Day 3 of “How Social Security Works” on the Investor Coaching Show. Listen along as Paul answers common questions: How does social security work? Is the system solvent? How and when should you take benefits? Spend some time this week with the Investor Coach as he helps you make the most of your social security benefits. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
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Join us for Day 2 of “How Social Security Works” on the Investor Coaching Show. Listen along as Paul answers common questions: How does social security work? Is the system solvent? How and when should you take benefits? Spend some time this week with the Investor Coach as he helps you make the most of your social security benefits. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
The current administration has repeatedly said it plans to raise taxes on corporations. One listener is concerned that this could hurt stock prices. Today, Paul and his team look through the history of tax increases to see if you should be worried. Listen along to hear how companies and markets respond to this kind of rhetoric from the government and what we can expect. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
Over the next three days, Paul is going to be talking about the Social Security system. Listen along as Paul answers common questions: How does it work? Is the system solvent? How and when should you take benefits? Spend some time this week with the Investor Coach as he helps you make the most of your social security benefits. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
As you get older, it’s easy to get nervous about the money you have in the market. Today, Paul talks about market downturns, how long they last and how often they happen. Listen along to get some peace of mind about your investments and understand the alternatives to keeping your money invested. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
Lower income earning spouses usually consider their spouses social security benefits because of their inconsistent careers. Today, Paul and his team talk about this and other common social security confusion that keeps people from getting their full benefit during retirement. Listen along to learn more about how to maximize your social security benefits. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
The current administration has repeatedly said it plans to raise taxes on corporations. One listener is concerned that this could hurt stock prices. Today, Paul and his team look through the history of tax increases to see if you should be worried. Listen along to hear how companies and markets respond to this kind of rhetoric from the government and what we can expect. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
A step up in basis is when an asset is revalued to today’s value after it has been inherited. This can have a big impact on the capital gains tax paid. Today, Paul shares his take on whether you should sell or keep stocks based on this step up in basis. Listen along to hear if this tax law could change and to learn how to make informed decisions with your assets. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
This week Paul answers this question from a listener: I’m 73 years old. So, is it too late to do Roth conversions? Listen along to hear Paul talk about tax law around IRAs and inheritances, Required Minimum Distributions(RMDs), and some things you need to know about making Roth conversions at that age. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at winkler.boro.webservice.team/question.
A recent study shows that US bond owners have to wait 57 years for the bond prices to outpace inflation. Paul talks about why bonds perform so poorly against inflation, the benefits of bonds, and how some investors could really hurt their portfolios by being over-committed to them. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
