The SECURE Act and SECURE 2.0 introduced significant changes to retirement and tax planning, with various effective dates. One major change in 2025 affects catch-up contributions, allowing for larger contributions in some cases. However, these "Super Catch-Up Contributions" are subject to limitations based on the individual's age and the type of re…

2025 is a year of change for our tax laws. In this episode, Mark and Dave will discuss the status of tax law changes, some thoughts about proposed changes, and what it may mean for your financial plan and investment strategies. Be sure to tune in to learn the important details. Video version: https://youtu.be/GwovySeeVxk?si=UQKMzn-nhbXQy0HC Schedul…

It can be exciting when you realize your needs are taken care of and you can start planning for gifting to your loved ones, charities, or other people and organizations you want to help. But just like any other financial planning strategy, you should be careful to understand the benefits, drawbacks, and limitations of the gifting strategy you choos…

During my travels last week, I met a very nice woman who told me of her husband’s passing. She’s now dealing with the loss of a loved one and managing their investments. I was shocked to learn the bad advice her financial advisor, who is also a CPA and attorney, gave her. I’ll share the details in this episode. 3 Pillars of Investment Management: h…

A common goal people have is to have their mortgage paid off by the time they retire. But is not having a mortgage in your retirement the right answer? I’ll explore pros and cons in this episode. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected]. Vi…

Naming a trust or estate as beneficiary of an IRA introduces a number of post-death issues and potential hurdles. Before a trustee or executor touches any IRA funds, some foundational and oftentimes confusing details must be considered. Be sure to tune in to learn the important details. Andy Ives, CFP®, AIF®, brings 25 years of diverse experience i…

A common question I hear is “Should I withdrawal money from my retirement accounts to pay off debt?” This is an important question that many of us have asked ourselves in the past. I’ll explore some key points to try to answer this question in this episode. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowea…

There are important updates for 2025 that can affect your financial plan and investment strategies. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected]. Visit our website: https://www.attleborowealth.…

As I take a break over the holidays from my weekly webinars, we have put together some of our "Greatest Hits." This was a fun video with a lot of interaction and response that was originally broken down into two parts. We've combined the parts into one so you can enjoy the entire episode easily. I hope you find the information helpful and informati…

There have been many changes recently to the rules about Required Minimum Distributions. Join Mark and Sarah as they explore and discuss some of these changes and how they might affect you or those you care about. Be sure to tune in to learn the important details. Sarah Brenner, JD, is a leading authority on IRA distribution planning with over twen…

Roth conversions can be a powerful tax planning tool. Required Minimum Distributions (RMDs) have complex rules and significant penalties for failing to follow those rules. Converting your Traditional IRA to a Roth IRA when also taking your RMDs can be confusing and cause potential issues if done wrong. I’ll review the rules you should know about Ro…

Both Roth conversion and the appropriate use of annuities can be powerful parts of your tax-efficient financial plan. However, there are critical items to pay attention to when you are considering converting your Traditional IRA annuity to a Roth IRA annuity. Be sure to tune in to learn the important details. Links Mentioned: https://www.federalreg…

Planning or completed your Roth conversion for this year? Do you know when and how to pay the tax owed on that conversion? I’ll discuss the details in this week’s video. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: question…

Many people don’t know if they have a Roth 401(k) or other Roth retirement plan. If you do know that you have a Roth option, you may not be optimizing this powerful tool due to common misunderstandings or misconceptions. It’s important that you understand your options and how to take full advantage of your plan. Be sure to tune in to learn the impo…

By 2040, over 80 million Americans will be over the age of 65, and most will need some form of long-term care. Are we ready? Bryan and Mark will discuss the challenges and strengths of our long-term care system and how advocates are trying to improve care for America’s seniors. Be sure to tune in to learn the important details. Bryan Adler is a Cer…

One of the top three questions I hear is “when should I start collecting my Social Security benefits?” Join me and nationally recognized Social Security planning expert Heather Schreiber, as we explore the questions and information needed to help you answer this important question. Be sure to tune in to learn the important details. Heather is a lea…

Roth conversions are one of the most valuable tools we have in tax-efficient planning. Two questions I receive time and time again are “what is the breakeven point of a Roth conversion?” and "what about the opportunity cost of a Roth conversion?” These are both great questions, and we will explore the answers in this episode. Schedule time with Mar…

What is the state of the investment markets? What may happen before, and after, the upcoming Presidential Election? What other investment related issues should you be paying attention to? Join Thomas Balis, CFA® and Mark as they discuss these questions, investments and the markets. Be sure to tune in to learn the important details. Three Pillars of…

I know that summer is not yet over, but it is time to start working on Year-End Planning. In this episode I’ll share some important tips and practices to help you stay ahead of the game. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected]. Visit our w…

In my 20 plus years of helping people with their retirement planning, I have identified the #1 mistake that most individuals AND financial planners make. Tune in to learn more. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected]. Visit our website: ht…

Join me and my Special Guest, Best Selling Author David McKnight, for our discussion about the critical items that must be considered when placing a life insurance policy in your retirement plan. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/dis…

In this episode, we delve into the crucial question: Is life insurance an appropriate tool for retirement planning? Join us as we explore the various types of life insurance, their benefits, and how life insurance may impact your financial security during retirement. Be sure to tune in to learn the important details. Schedule time with Mark for a n…

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are experiencing, or concerned about, a Market Correction. What things should you be doing NOW to prepare? Be sure to tune in to learn the important details. In each webinar I discuss recent headlines, IRA and retirement issues from the Ed Slott Grou…

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected]. Continuing with our What to Do Now! series, this week we are looking at what you should do when you are just 1 year from retirement. What things should you be doing NOW to prepare? Be sure to tune i…

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are just 2 years from retirement. What things should you be doing NOW to prepare? Be sure to tune in to learn the important details. Videos mentioned: IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io 55 Years Old? Do This NOW!: https://youtu.be…

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are 5 years from retirement. What things should you be doing NOW to prepare? Be sure to tune in to learn the important details. Videos mentioned: 2024 IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io Assembling Your Retirement Team: https://you…

I've often said that the Roth conversion is one of the best tools we have for tax-efficient planning. HOWEVER, there are times when it does not make sense to convert your Traditional IRA to a Roth IRA. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.c…