America's Retirement Headquarters

Generating income in retirement is important, but even more so if you choose to retire early and can't rely on social security to help out.  This week, Scott and Chaz talk about a special rule that allows you to take withdrawals from your retirement accounts early, and without penalty, and the stipulations that come with it.  Also: how to know you've chosen the right advisor, and they talk about lessons learned from dad. Learn more about the team at https://americasretirementheadquarters.com/

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President Biden has recently admitted that he wants his big capital gains tax to be retroactive to this past April.  This is, of course, still just a proposal and not the law of the land- but this week, Nolan and Scott discuss what should be done if it doesn't pass and, more importantly, what can be done if it does.

Put together your tax road map at https://americasretirementheadquarters.com/

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You probably already know, and may even share the feeling, that the #1 fear among retirees is running out of money.  But is it justified?  Nolan and Scott discuss the truth behind this fear, and ways to hopefully help put your mind more at ease as you enter into the next chapter of your life.

Learn more about the Independent Income System at https://americasretirementheadquarters.com/

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Nolan and Scott discuss how to prepare for an early retirement, whether it's something you plan on doing, or something that's is decided for you.  Topics include: buyout offers, a proper withdrawal strategy, and the importance of having an actual written plan.

Start putting your plan together by visiting https://americasretirementheadquarters.com/

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We all know that inflation is inevitable, and will decrease the buying power of our dollar over time.  But we may be looking at a black swan event that could cause a significant inflation increase in the near future.  This week, Nolan and Scott discuss what that could mean for retirement investments, and what can be done about it. Start developing your plan today at https://americasretirementheadquarters.com/

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Okay, this week's title is a little tongue in cheek, but we recently found that all the programs the current administration is proposing will cost roughly $700 billion more than projected.  And that money is almost certainly going to come from higher taxes.  Nolan and Scott Osborn talk about the importance of tax planning now before those increases come on this week's episode.

Schedule a time for your tax map at https://americasretirementheadquarters.com/

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A recent survey found that the average fee in a workplace retirement plan is around one percent.  Which doesn't sound like much, but over the course of a career it can add up to more that $138,000! This week, Scott and Chaz Price take a deep dive into fees, and discuss ways to minimize the amount that you're paying. Schedule a fee analysis with the team at https://americasretirementheadquarters.com/

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Money Magazine says "Between the ages 59 1/2 and 72 is the only time in your life where there are absolutely zero rules with IRAs."  Zero rules might be a stretch, but this week, Scott Kerschner and Scott Osborn talk about the moves you can make to take advantage of that. Find out more about the team at https://americasretirementheadquarters.com/

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We live in a world of unlimited choices.  From Amazon to Netflix, we can basically have whatever we want whenever we want it.  And that's good... right?  Not always. This week, Nolan and Scott discuss how having too many options in a retirement plan can overwhelm us to the point of making no decision... Which is often the worst decision.

Make a right decision, and schedule an appointment at https://americasretirementheadquarters.com/

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The country just recently (4/17) celebrated "Tax Freedom Day," the day where Americans collectively earned enough to pay for all federal, state, and local taxes we'll owe for the year. On this week's sow, Nolan and Scott discuss strategies that can help lower your tax obligations in the future, so that your personal "Tax Freedom Day" can hopefully happen earlier each year in retirement.

Start developing your tax strategy: https://americasretirementheadquarters.com/

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