Educational Videos

There are many types of annuities, and they generally serve one of two functions: as an investment or as a quasi-pension plan offering income for life in retirement.

Unlike cash and other cash alternatives, Buffered ETFs don’t generate taxable interest. Instead, you get much more favorable capital gains treatment and only pay taxes when you decide to sell.

This is the second year Mundorf Wealth Management is organizing a party to celebrate our amazing clients while also helping raise awareness and money for a cause that's very important to us.

Only one third of retirees are comfortable spending their retirement money! Most would rather live off Social Security, pensions, or income from part-time work, rather than spend down their nest egg. It is a delicate balance in retirement: you don't want to compromise your quality of life, but neither do you want to run out of money!

Roth IRAs are one of the most powerful tools you can use to become extremely wealthy. But as Dustin with Mundorf Wealth Management explains to Erin Kennedy there are many misconceptions about them...

"America's IRA expert," Ed Slott, recently told other industry experts that "an IRA is just an IOU to the IRS." Slott says he doesn't see any benefit to using a traditional IRA right now because tax rates are so low. In this video, Dustin with Mundorf Wealth Management explains to Erin Kennedy why he agrees that more people need to consider tax-free accounts.