Now That I Am Retired, How Do I Craft an Estate Plan?
Estate planning is time-consuming and uncovers situations and questions that you may have not thought of before. Mark Whitaker introduces several questions you should be asking as you are in the process of estate planning. Mark also emphasizes the importance of clear communication during this time as well as reviewing your estate plan often.
How to Pay for Health Insurance in Retirement
One of the biggest questions that you ask on a daily basis is “How am I going to pay for this?” For some, it is just as simple as pulling out your debit/credit card and paying for your cheeseburger. For your monthly expenses, you probably have that payment transferred automatically from your bank account. Retirement introduces the question of “How will I pay for health insurance?” Since you are no longer getting health insurance through your employer, Mark Whitaker talks about how the Affordable Care Act and MAGI can help you.
How to Protect Your Personal Data Online
Everyone has personal data online and it is important to know how to best protect your information. This information can include what you post on social media, the knowledge you provide to scammers, and even your passwords. Mark Whitaker briefly covers six strategies to mitigate your chances of having your online data stolen.
3 Strategies to Deal with your RSU Tax Bomb
If you are planning on receiving a restricted stock unit plan, there are three strategies to help reduce how much you need to pay in taxes. Mark Whitaker goes over the three strategies including maxing out your 401k contributions, funding a 529 education account for your children, and pre-paying multiple years of charitable donations.
Best Tax-Friendly States for Retirees
Everyone has a dream destination they would love to retire at. However, depending on where you live can impact how much you pay in taxes. Mark Whitaker covers six tax-friendly states to retire in including Nevada, Florida, and Wyoming.