Retirement DNA episodes:

• December 11, 2020Episode 10: Will the Election Affect My Financial Plan?

  1. Review the risk you are taking in your investment portfolio
  2. Get a Roth Conversion Review done
  3. Review your Income Plan

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• September 04, 2020Episode 9: Why IRA's Are Bad During Retirement

  • Every dollar is taxed
  • Distributions can impact the tax you pay on other income
  • Required to pull money out
  • Worst type of account to pass to surviving spouses
  • No control over taxes paid or how much tax is paid

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• August 18, 2020Episode 8: Four Things To Check Now

  1. Review of Expenses – Current and Future
  2. Review Your Assets
  3. Know the Risk You Are Taking
  4. Do You Have an Income Gap?

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• May 22, 2020Episode 7: The SECURE Act

  • Age change for starting RMD's.
  • Contribution age change.
  • Guaranteed Income rider options in 401(k)'s now.
  • Exceptions for the early withdrawal penalty.
  • Withdrawal changes for 529 accounts.

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• May 19, 2020Episode 6: Personal Benchmark

  • Financial success is not just about adding $0's to your net worth.
  • Investing comes down to two things. Opportunity and Risk.
  • Having your own benchmark can help with market stress during volatile periods.

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• December 13, 2019Episode 5: Investment Planning

  Duane and Aaron Johnson talk about the important aspects in investment planning.

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• October 18, 2019Episode 4: Estate Planning

  Duane and Aaron Johnson talk about the important elements of estate planning.

  ...more

  

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• August 23, 2019Episode 3: Tax Planning

  Duane and Aaron Johnson talk about the important elements of tax planning.

  ...more

  

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• August 14, 2019Episode 2: Income Planning

  Duane and Aaron Johnson talk about the important elements of income planning.

  ...more

  

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• July 24, 2019Episode 1: Intro to Duane Johnson Group

  Duane and Aaron Johnson talk about who they are and what they do.

  ...more

  

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