In the News!
Author Hour
Joseph and Marie were featured on the Author Hour’s podcast where they spoke with Nikki Van Noy, the host, on the unique risks of retirement, how planning can get you ahead, and their new book Income for Life.
Ed Slott’s Elite IRA Advisor Group
S. Joseph DiSalvo, ChFC and Marie Madarasz, AIF®, of Quest Capital & Risk Management (QCRM), completed their semi-annual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in the live workshop in Las Vegas in October of 2022. The workshop, which was attended by members of Ed Slott’s Elite IRA Advisor GroupSM, provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, as well as an in-depth look at the new retirement planning landscape since both the SECURE Act , and CARES Act ushered in several significant tax and retirement planning laws.
Featured on Entrepreneur
Entrepreneur.com ranked Income for Life in the “8 Books to Help Plan Your Next Steps as a Leader.” In this book, Joe and Marie guide you on how to plan for your income in retirement today and be prepared for whatever tomorrow brings; ultimately allowing you to prioritize your time and energy.
Forbes
Taxes are no one’s favorite topic, but when you understand how to leverage them in retirement, you will set yourself up for a sustainable life.
Even if you aren’t looking to build excessive wealth while planning for retirement, you still want to keep your hard-earned dollars.
To make sure you are leveraging every possible tax benefit, check out this recent article published in Forbes, where we discuss how to prepare for taxes during retirement.
BabyBoombers.com
Considering COVID-19 and the current economic crisis, you may be facing the very real possibility of taking a pay cut or not returning to work at all.
How do you plan for this uncertain future? Our advice is to begin assessing where you stand today in terms of essential and lifestyle costs and investment growth to create a comprehensive roadmap for how best to move forward.
For tips on creating a financial roadmap through these uncertain times, check out our article published by BabyBoomers.com:
Baby Boomster
Whether you’re close to retirement or not, there are foundational principles that are essential in helping you navigate how to manage the different phases of your financial journey and how to minimize financial risk.
Want to learn more about the transition to the distribution phase? Check out our article on Medium’s Book Bites
The Street - Inheriting an IRA as a Non-Spouse Beneficiary is Now More Complicated
Non-spouse beneficiaries if IRAs need to be more aware and careful than ever of how they distribute their payouts.
The SECURE Act has partially eliminated the “stretch IRA,” requiring non-spouse beneficiaries to withdraw the entire account within 10 years. However, it is important to consider all of your options before you do anything! You don’t want Uncle Sam to end up taking most of your inheritance for himself.
Read our article featured in TheStreet to find out the best ways for you to strategically plan your payouts.
Baby Boomster
Retirement should be a time of enjoyment. A time to take up hobbies you’ve always been interested in. A time to spend with your loved ones. A time to slow down and enjoy the more simple things in life. However, if you're not financially prepared for retirement, stress may take away some of that enjoyment.
Make sure that you have a plan in place for when you want to turn your accumulated resources into income!
If you are looking to create a growing stream of income during retirement, head over to Baby Boomster to read our article where we offer ways to make that happen.
Honey Good
Although Boomers are the healthiest, most active aging demographic the country has ever seen, many of them are facing expenses and risks unfamiliar to earlier generations. This creates a somewhat scattered puzzle to assemble as retirement approaches.
If you want to solve that puzzle, you’ll need a solid financial plan. Go check out our article published by HoneyGood to find out what creating that plan looks like!
Reading with Robin
Joe and Marie sat down with Robin Kall Homonoff, host of Reading with Robin, for a live Zoom interview where they discussed their new book Income for Life on April 24th.
The Street - How to Grow and Protect Your After-Tax Wealth in Retirement
Once you stop working, when it comes to your savings, the question is no longer only “What is the best way to invest my money?” You should now also be asking yourself, “How do I use my savings to create a growing stream of income in the most tax-efficient manner possible?”
Read our article featured by TheStreet to learn how to grow and protect your after-tax wealth in retirement.
Jordan Goodman
Joseph and Marie were featured on the Money Answers podcast where they spoke with Jordan Goodman, the host, on strategies for converting savings into income, mitigating risk, how to seek professional help, and the most important consideration anyone should focus on, especially those who are approaching retirement or newly retired.
Ed Slott's Elite IRA Advisor Group Meeting in Dallas,Texas, September 19-20, 2019
Joe and Ed at the Ed Slott's Elite Advisor Group Meeting in Texas last week. We have a strong belief and dedication to our clients to continually enhance our knowledge of IRA distribution planning--and Ed Slott's program continues to build our expertise!
The Street - The Tax Bomb Called the Widow’s Penalty
For someone who finds themselves widowed, the likelihood of having to pay higher taxes is an unwelcome surprise. There are many factors that play into this situation and we want to help you understand what to expect in the unfortunate event you face widowhood.
Head over to The Street to read our article that lays out all the elements of being a widow. You don’t want to be surprised while you’re grieving a loss.