Paying a lower tax rate today vs. what you would otherwise pay in the future on pre-tax IRA/401k dollars is a good move. They way you can do so is by converting money to a Roth IRA and paying tax in the year of the conversion.
2020 may be the last best year for conversions. Hear Kevin discuss these considerations in detail to empower you to take action to reduce your tax risk and improve your after-tax, spendable wealth. Continue reading
Some 24% of those 56 and older say the pandemic has caused them to push back their planned retirement date, according to a survey conducted by The Harris Poll.
Hear Kevin discuss key variables you should consider as you plan through the COVID-induced uncertainty, including items that may nudge you to retire now and others that result in waiting. Continue reading
65% of Institutional Investors surveyed in late June believe the market is factoring in the long-term impact of the coronavirus “too little” while only 5% said “too much,” implying the market is overvalued. Yet, the market has continued to go up. Has it come too far too fast?
Hear Kevin discuss the topic in detail and explain why our brain function predisposes us to make investing mistakes, including blindly chasing investment returns and firmly entering the world of speculation (while abandoning principled and process-based investing). He even attempts to work in stories about Homer Simpson, Halloween, Thanksgiving, and pre-modern man to illustrate his points. Quite a feat to attempt. You won’t be disappointed. Continue reading
Investing should be scientific and process-based. Speculating is more akin to gambling and lacking fundamental support. At extremes, it is easier to discern the two but can be shades of grey in between. Hear Kevin discuss the forward-looking nature of the stock market and times why it can make investing sense (not speculating) to look through bad economic news. Continue reading
Hear Kevin share a story of a client who retired in her late 50s. She was in a state of disbelief after her retirement plan showed she could retire in her 50s. The sheer thought of retiring was new and a bit scary.
Be sure to pay attention to the end to hear how things are going for her now four years retired and how she has defined phases and varied strategies to her retirement distribution planning. Continue reading
event name
Retirement Planning Now
event date
Tuesday October 8 & 15
event session
6:30PM to 9PM
where
Youngstown State University Kilcawley Center
address
1 University Plaza, Youngstown, Ohio 44555
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Thursday October 3 & 10
event session
6:30PM to 9PM
where
Youngstown State University Kilcawley Center
address
1 University Plaza, Youngstown, Ohio 44555
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Rules Gone Awry
event date
July 17th
event session
6:30PM to 8PM
where
Akron Double Tree Hotel
address
3150 W Market St, Akron,
OH 44333
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Retirement Rules Gone Awry
event date
August 20th
event session
6:30PM to 8PM
where
Brecksville Community Center
address
1 Community Dr, Brecksville,
OH 44141
tuition
COMPLIMENTARY
instructor
Marissa Beyer
event name
Women & Retirement Wealth
event date
August 21st
event session
6:30PM to 8PM
where
Hudson Library
address
96 Library St, Hudson,
OH 44236
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Women & Retirement Wealth
event date
July 16th
event session
6:30PM to 8PM
where
Brecksville Community Center
address
1 Community Dr, Brecksville,
OH 44141
tuition
COMPLIMENTARY
instructor
Marissa Beyer
event name
Retirement Rules Gone Awry
event date
July 16th
event session
6:30PM to 8PM
where
Hudson Library
address
96 Library St, Hudson,
OH 44236
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Women & Retirement Wealth
event date
August 20th
event session
6:30PM to 8PM
where
Akron Double Tree Hotel
address
3150 W Market St, Akron,
OH 44333
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Retirement Rules Gone Awry
event date
August 21th
event session
7:30PM to 8PM
where
Breckville Community Center
address
1 Community Dr, Brecksville,
OH 44141
tuition
COMPLIMENTARY
instructor
Marissa Beyer
event name
Retirement Planning Now
event date
Thursday Sept 12 & 19
event session
6:30PM to 9PM
where
Walsh University Barrette Business Center
address
2020 East Maple Street, North Canton, Ohio 44720
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Saturday Sept 21 & 28
event session
9:30AM to 12PM
where
Walsh University Barrette Business Center
address
2020 East Maple Street, North Canton, Ohio 44720
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Tuesday Sept 17 & 24
event session
6:30PM to 9PM
where
University of Akron Student Union
address
303 Carroll Street, Akron, Ohio 44325
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Wednesday Sept 25 & Oct 2
event session
6:30PM to 9PM
where
University of Akron Student Union
address
303 Carroll Street, Akron, Ohio 44325
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
