I Just Inherited an IRA; What Should I Do?

 
 


 
 
What should people do if they find out they inherited an IRA? What if you’re not the spouse of the IRA owner? What is a stretch IRA? So what are the most important points to remember? Watch Szarka Financial’s Senior Financial Planner Alex Menassa, MT, CPA, JD discuss these issues News Anchor Roosevelt Leftwich.
 

A Huge but Little Known Retirement Risk: Sequence of Returns

 
 


 
 
Are there any retirement risks that most investors don’t know about? Who should be worried about sequence of returns risk? What exactly does it mean? What can you do to reduce the potential harm of sequence of return risk? Watch Szarka Financial’s Senior Financial Planner Alex Menassa, MT, CPA, JD discuss these issues News Anchors Stefani Schaefer and Gabe Spiegel.
 

It’s Critical to Understand RMDs

 
 


 
 
What exactly is an RMD? Why is it “critical” to understand RMDs? What details should everyone know about RMDs? How much does the RMD have to be? How do RMDs affect a married couple? Are there any planning considerations when dealing with RMDs? Watch Szarka Financial’s Senior Financial Advisor Alex Menassa, MT, CPA, JD discuss these issues with Fox 8 News Anchors Matt Wright and Autumn Ziemba.
 

Important Age Milestones in Retirement Planning

 


 
 
Does your age have any impact on what you can do with regard to retirement planning? What’s the next significant age milestone? What other important age milestones? Any other important birthdays to remember after that? Watch Szarka Financial’s Senior Financial Advisor Alex Menassa, MT, CPA, JD discuss these issues with Fox 8 News Anchor Gabe Spiegel.
 
 

Sweeping New Changes in How Financial Advice will be Delivered

 


 
 
What is the latest news in the financial world? What is the new rule? So what does that mean to the average consumer? How is this going to change the industry? Watch Szarka Financial’s Senior Financial Advisor Alex Menassa, MT, CPA, JD discuss these issues with Fox 8 News Anchor Roosevelt Leftwich.
 
 

What to do With Your 401k When You Change Jobs

 

 
 
 
Is there anything people should know about their 401k that most people are unaware of? What are the other options? What are some factors to consider? What about tax considerations? Are there time limits to be aware of? Watch Szarka Financial’s Senior Financial Planner Alex Menassa, CFP®, ChFC®, discuss these issues with Fox 8 News Anchor Roosevelt Leftwich.
 
 

Avoid Commonly Made Blunders with your 401k

As we wrap up tax season, what is the most common tax saving tool people can use? What are the most common mistakes people make with their 401k? What are other typical mistakes? What else can 401ks be used for? Watch Szarka Financial’s Senior Financial Planner Alex Menassa, CFP®, ChFC®, discuss these issues with Fox 8 News Anchors Stefani Schaefer and Gabe Spiegel.

 

Don’t Let Your Inherited IRA Be a Tax Disaster

With so many people having IRAs as part of their retirement, what happens when they pass away? What are some of the pitfalls? There was a recent court case involving an inherited IRA. What happened? What lessons can we learn? Watch Szarka Financial’s Senior Financial Advisor Alex Menassa, MT, CPA discuss these issues with Fox 8 News Anchor Roosevelt Leftwich.

Retirement Planning – What big lessons did we learn from 2016

What are some retirement risks that people often underestimate, or forget about? What action steps can people take to deal with this risk? What else should people be on the lookout for? Any other underestimated retirement risks? What can be done about this risk? Watch Szarka Financial’s Senior Financial Advisor Alex Menassa, MT, CPA, JD, discuss these issues with Fox 8 News Anchors Roosevelt Leftwich and Autumn Ziemba.

More on Retirement Planning with Alex Menassa

Retirement Planning – What big lessons did we learn from 2016

What big lessons did we learn from 2016 regarding retirement planning? How should people go about putting together their retirement/investment programs? What throws people off course when executing their investment program? Why do so many people make ill-advised changes to their retirement programs? Do you have any advice for people to raise their chances of success with their retirement planning?Watch Szarka Financial’s Senior Financial Advisor Alex Menassa, MT, CPA, JD, discuss these issues with Fox 8 News Anchor Gabe Spiegel.