Improving your investment performance doesn’t always mean taking more risk... or chasing the latest trend. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy break down 4 simple, fundamentals-based ways to improve results without adding complexity.
A new provision in President Trump’s tax bill is getting a lot of attention: a government-funded $1,000 savings account for children, now known as “Trump Accounts.” But as with most things in tax policy, the details matter. In this interview, Dustin with Mundorf Wealth Management and Erin Kennedy break down who's eligible, who can contribute, how these accounts are invested, and much more.
Starting next year, workers age 50 and older earning more than $145,000 will lose a major 401(k) tax break. As Dustin with Mundorf Wealth Management explains to Erin Kennedy, catch-up contributions that used to reduce taxable income must now be made after tax - as Roth contributions. That could mean less take-home pay today, but potentially tax-free withdrawals later.
You’ve heard of asset allocation, but what about asset location? 📍 Where you hold your investments can be just as important as what you invest in when it comes to lowering your tax bill. In this new conversation, Dustin with Mundorf Wealth Management and Erin Kennedy break down 4 simple but powerful strategies that could help keep more of your money working for you:
Age 62 is the earliest you can claim Social Security benefits, but should you? In this video, Dustin with Mundorf Wealth Management and Erin Kennedy talk through what you gain and what you lose when you claim your benefits before Full Retirement Age, including:
Are you thinking about converting your term life policy to a permanent life policy? Many people purchase term life insurance for the affordability and protection it offers during their working years. But as life changes, the question often comes up: should you convert your term life policy into a permanent policy? In this video, Dustin with Mundorf Wealth Management and Erin Kennedy break down what you need to know, including: