In today’s Cardinal Lesson, we’re talking about retirement income planning—covering cash flow, paying taxes in retirement, and creating a financial plan that balances needs and wants. Meet Tom...
Have you just inherited an IRA, or are you naming beneficiaries on your IRA or 401k? Understanding the tax implications and distribution rules is crucial, especially after the SECURE Act changes. In...
Are you currently on Medicare and want to ensure you're not overpaying for your supplement insurance? This video is for you! Whether you've had your plan for a few years or are just curious about...
Welcome to today's Cardinal lesson where we're discussing the key ages and milestones as you approach and enter retirement. Understanding these ages is crucial to making informed decisions and...
Back in 2017, the Tax Cuts and Jobs Act brought significant tax reductions, but they're set to expire at the end of 2025. That's right around the corner, folks. Despite all the talk, the law of the...
Welcome to our channel! Today, we're diving into estate planning and discussing how life insurance can help lower or even pay your estate tax bill. Specifically, we'll be exploring the concept of an...
Join us in today's insightful discussion as we explore the intricate relationship between Cardinal, our team, and Brookstone Capital Management (BCM). In this detailed video, we shed light on how...
Welcome to today's Cardinal lesson! Join us as we consider the crucial differences between tax-free and tax-deferred investments. It's important to know the difference for your financial future. ...
Welcome to today’s educational video where we discuss the specifics of long-term care annuities. If you’ve been concerned about your insurability for long-term care or curious about how annuities...
In this video, Hans and Tom breakdown a crucial but often overlooked aspect of Medicare known as IRMAA (Income Related Monthly Adjustment Amount). This surcharge impacts about 7% of Medicare...
Today we examine one of your most significant retirement decisions: when to start claiming Social Security benefits. Should you claim early, delay until age 70, or choose somewhere in between? We...
Show Notes: https://cardinalguide.com/wp-content/uploads/2024/02/How-Much-Income-Tax-Do-Retirees-Pay-Show-Notes-2.pdfWelcome to today's Cardinal lesson, where we look into a topic that's crucial...
In today's enlightening episode, we consider the critical topic of Estate Planning and its undeniable necessity in financial planning. With the expertise of Hans Scheil and the special insights from...
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