Updated : Sep 15, 2019 in Articles

Are We Paying Too Much in Fees

it's the weekend and you have financial questions that need answering that can only mean one thing it's time for Jill on money the show…

Updated : Sep 15, 2019 in Articles

15 or 30 Year Mortgage?

welcome to the Jill on money podcast we are presented by Marcus by Goldman Sachs this is one of those little podcasts where we give…

Updated : Sep 14, 2019 in Articles

Financial Planning: Will My Retirement Money Last?

This is Catherine Magaña with your Savvy Minute. Today I'll give you another easy way tip for you to get Savvy about your finances. So…

Updated : Sep 14, 2019 in Articles

How To Save For Retirement from Harvard Professor of Economics

If you "auto-enroll" people, if you make it so easy that it happens automatically, you find that you have a 90% enrollment rate. Only 10%…

Updated : Sep 14, 2019 in Articles

SHOULD I MAKE MY TRUST THE BENEFICIARY OF MY IRA OR OTHER RETIREMENT ACCOUNT?

should I make my trust the beneficiary of my IRA or other retirement account we're often asked about making a trust the beneficiary of an…

Updated : Sep 14, 2019 in Articles

Should I Pay Down the Mortgage?

it's the weekend and you have financial questions that need answering that can only mean one thing it's time for Jill on money the show…

Updated : Sep 13, 2019 in Articles

Michael Vaughn | Employer Retirement Plans

Did you know employers are not required by federal law to offer retirement plans though such plans are usually considered among the list of benefits…

Updated : Sep 13, 2019 in Articles

Backdoor ROTH IRA | Mark J Kohler | Tax & Legal Tip | 2019

I just came in through the back door just like the back door Roth IRA and if you know what the Roth IRA is all…

Updated : Sep 13, 2019 in Articles

Topic 412 Lump Sum Distributions, Box 6 of Form 1099-R

If you receive a lump-sum distribution from a qualified retirement plan or, a qualified retirement annuity and, you were born before January 2, 1936, you…