Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice is provided through Private Advisor Group, a Registered Investment Advisor. JBL Financial Services Inc. and Private Advisor Group are separate entities from LPL Financial. The content of this show is for general informational purposes and not specific to individual advice or recommendations. Historical performance is not a guarantee of future results, and all indices are unmanaged and cannot be invested into directly. Consult with your attorney or tax advisor for personalized guidance on legal or tax matters. Please note, insurance coverage depends on factors like health, occupation, and lifestyle, as determined by the insurance provider. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CO, FL, GA, IL, IN, MO, MN, NC, TN, TX, KY, OH, SC, IA.
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Episodes
Friday Jan 05, 2018
Friday Jan 05, 2018
Wednesday Jan 03, 2018
Wednesday Jan 03, 2018
For many folks when its time to transition from their company health plan to Medicare it is a whole new world. The plans are different. Most people spend their whole working life having their employre help choose their plan. Now you have the opportunity to choose whatever you want. So where do you start?
Friday Dec 22, 2017
Friday Dec 22, 2017
Paul, Sales Manager, is retiring alongside his wife, Linda, Computer Analyst. They are super savers - don't have pension plans, not taking social security benefits until normal retirement age with no mortgage debt, no credit card debt, and - oh my god - no student loan debt they are paying for children! Find out why they are Retirement Rockstars.
The case studies are situations are hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing
Wednesday Dec 20, 2017
Wednesday Dec 20, 2017
"The new bill is like a buffet - not five-star dining by any means, but a little bit of something for everyone."
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Wednesday Dec 13, 2017
Wednesday Dec 13, 2017
Erin and Jeff crack light-hearted jokes with calle, John, while answering multiple questions on potential disability benefits. Tune into Straight Talk on Retirement to hear more Saturday's at 10:00 A.M on the Big 550 KTRS.
Wednesday Dec 13, 2017
Wednesday Dec 13, 2017
What are the criteria Erin uses to recommend a plan to supplement medical coverage? Ideally, a plan where all physicians and prescriptions fit best. Listen to more.
Wednesday Dec 13, 2017
Wednesday Dec 13, 2017
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Wednesday Dec 13, 2017
Wednesday Dec 13, 2017
A commonly asked question - how is my mix of stocks, bonds, and cash? Am I positioned in a successful way for retirement?
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.
Wednesday Nov 22, 2017
Wednesday Nov 22, 2017
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
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