Big changes are on the horizon, and they could affect your retirement income, taxes, and estate plan. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy break down what’s in the new legislation (aka the “big, beautiful bill”) and how retirees can prepare now to take advantage of the benefits or avoid potential pitfalls.
According to Bankrate nearly three quarters of U.S. adults report at least one financial regret. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy break down the top 5 planning mistakes; they are:
In this video, Dustin with Mundorf Wealth Management and Erin Kennedy talk through the three biggest expenses you'll see in retirement; be sure these expenses are in your plan, or you may run out of money!
Retirees who want to reduce their taxes in retirement can benefit from strategic conversions and transfers between traditional and Roth IRAs. As Dustin with Mundorf Wealth Management explains to Erin Kennedy identifying those key windows for Roth conversions can lead to significant tax advantages and a bigger nest egg! The top 5 times to consider a conversion are:
Some of the most common beliefs about money, retirement, and investing are myths and believing in them can really hurt your financial future. In this video, Dustin with @MundorfWealthManagement and @erinkennedytv break down the biggest financial myths, including:
The “retirement red zone” is the 3-7 years before retirement—a critical time when your decisions about investments, income, and risk can have a lasting impact on your retirement security. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy zero in on the 5 money moves you should make before you retire: