by jturner | Aug 26, 2024 | Jimmy Posts
Many doctors are high-income earners and will have access to a 457 plan. Despite this, one of the more common questions I get is whether someone should use their 457 plan or not. It usually goes something like this, “Hey, Jimmy, I am looking to save a little...
by jturner | Aug 21, 2024 | MMM Podcast
July 24th 2024 Cash balance plans: Huge tax savings? Or a big pain in the backside? On this show, we discuss what cash balance plans are, what’s good about them, what’s bad. And, most importantly, who is the kind of person that would benefit from using a...
by jturner | Aug 19, 2024 | Jimmy Posts
Albert Einstein is often credited with saying, “Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t pays it.” This is perhaps why it is often said that time in the market (not timing the market) is...
by jturner | Aug 14, 2024 | Jimmy Posts, Uncategorized
Understanding the Rule of 59 and a Half in Joint Retirement Planning Let’s talk about a rule that might just be your new best friend when planning for retirement together: the age 59 and a half rule. This little number is more than just halfway to 60—it’s your...
by jturner | Aug 14, 2024 | MMM Podcast
A taxable brokerage account is one of the most flexible ways to invest your money. And, if you play the game right, you can also reduce taxes in this account in such a way that it may become your favorite type of investing account. In this episode, we discuss short...
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