New Focus on Wealth with Chad Burton

Today I discuss retirement wealth management issues including the new myRA account, phasing out plans, new retirement withdrawal rate guidelines, and rules for 1031's and renting out vacation homes.

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I rant about the uselessness of the new government created myRA program and its regulations. I also discuss:

  • Phasing into retirement vs. a specific date you completely stop working.
  • New research on safe withdrawal rates and how much money retirees need.
  • Probable effects of the Feds rate hike.
  • Filing early and watching your income so your child gets the most out of FAFSA.

I also respond to a listener's email about selling a rental property for a vacation home under a 1031 exchange and talk about rules for creating income on your vacation home.

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

 

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New Focus on Wealth with Chad BurtonBy Chad Burton
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