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The three things you need to know

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Manage episode 229018533 series 1238356
Content provided by Retirement 360 and Alan Mercurio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement 360 and Alan Mercurio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week on Retirement360 MWA advisor Alan Mercurio and host, Randy Cook take on three of the biggest concerns facing retirees today: Social Security, taxes and advisor fees. An easy way to maximize your SSI benefit is to simply wait it out and withdraw as late as possible. However, waiting until you are 70 is not always the best option for some families. Alan and Randy tackle the thought process of selecting the best approach to start receiving your benefits. As April 15th approaches, many families are filing taxes and meeting with their CPAs. Do you have a "Tax Bomb" lurking in your accounts? What might a traditional IRA, savings bond and your home all have in common? Tune in to find out! Did you know that someone who pays a two-percent fee on their 401(k) will run out of money ten years sooner than those who pay a one percent fee?
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209 episodes

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The three things you need to know

Retirement 360

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Manage episode 229018533 series 1238356
Content provided by Retirement 360 and Alan Mercurio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement 360 and Alan Mercurio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week on Retirement360 MWA advisor Alan Mercurio and host, Randy Cook take on three of the biggest concerns facing retirees today: Social Security, taxes and advisor fees. An easy way to maximize your SSI benefit is to simply wait it out and withdraw as late as possible. However, waiting until you are 70 is not always the best option for some families. Alan and Randy tackle the thought process of selecting the best approach to start receiving your benefits. As April 15th approaches, many families are filing taxes and meeting with their CPAs. Do you have a "Tax Bomb" lurking in your accounts? What might a traditional IRA, savings bond and your home all have in common? Tune in to find out! Did you know that someone who pays a two-percent fee on their 401(k) will run out of money ten years sooner than those who pay a one percent fee?
  continue reading

209 episodes

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