Beacon Retirement Strategies

By Beacon Capital Management

We believe peace of mind in retirement requires a plan. When it comes to creating a retirement plan, there are a lot of things to consider. This podcast is dedicated to breaking down some of the more ... more

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FAQs about Beacon Retirement Strategies:

How many episodes does Beacon Retirement Strategies have?

The podcast currently has 19 episodes available.

Beacon Retirement Strategies episodes:

April 06, 2020Episode 9: The Power of Rebalancing
Why rebalancing is so important for your portfolio

Several popular strategies for rebalancing a portfolio

Why rebalancing is a key ingredient to managing your risk
...more
14min
April 06, 2020Episode 8: How to Have a Tax Free Retirement
What are all the different types of taxes that can impact your retirement?

Importance of tax planning in addition to tax preparation

The true value of tax diversification

Is converting some or all of your money to a ROTH right for you?
...more
18min
April 06, 2020Episode 7: The New SECURE Act (Part 1)
What is the new SECURE Act?

What is the idea behind the new bill?

How could it impact my retirement accounts?

How did the new SECURE Act of 2019 impact RMDs?
...more
15min
February 19, 2020Episode 6: How Much Risk is Too Much
Most people take on too much risk

Importance of getting a portfolio stress test

Planning for risk
...more
15min
February 13, 2020Episode 1: Required Minimum Distributions (RMDs) in 2020
Why do RMDs exist?

How are the rules different for those who inherited a tax deferred account?

How can I calculate how much my RMDs are going to be?

What types of accounts have RMDs?

What is the penalty for failing to properly withdrawal the RMD?

How did the new SECURE Act of 2019 impact RMDs?
...more
17min
January 27, 2020Episode 5: Guide to Generating Income in Retirement
Diversified Income is a MUST

What makes up a truly diversified income plan?

What are the different sources of income?

Top 3 things your income plan should provide
...more
20min
December 30, 2019Episode 4: Social Security
History of Social Security

How to decide when to claim

2020 changes

Why it's important to meet with a financial advisor before deciding to claim
...more
16min
December 30, 2019Episode 3: Annuities – The Good, the Bad, & the Ugly
What is an annuity?

Why have annuities gotten a bad name?

Two basic types of annuities

Fees
...more
18min
December 30, 2019Episode 2: Is Converting to a Roth Right for Me?
The two types of Roths

Contribution limits

Traditional vs Roth 401k

Roth re-characterizations
...more
16min

FAQs about Beacon Retirement Strategies:

How many episodes does Beacon Retirement Strategies have?

The podcast currently has 19 episodes available.