Tag: pledge

NEW SOCIAL SECURITY RULES

December 4, 2015
On-air this week, as it’s Pledge season on Public Television, we are revisiting some shows that viewers have requested to see again: How to go the distance in retirement without running out of money. Advice from award winning personal finance experts, Macro Consulting’s Mark Cortazzo and InvestmentNews’ Mary Beth Franklin. You can watch the episode here.
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New online this week, Congress and the President dropped a bombshell on Social Security recipients recently by unexpectedly eliminating some lucrative claiming strategies. Social Security guru Mary Beth Franklin shares the advice she gave to financial advisers for their clients on the new rules and current strategies.

PREMIUM: NEW SOCIAL SECURITY RULES

December 2, 2015
On-air this week, as it’s Pledge season on Public Television, we are revisiting some shows that viewers have requested to see again: How to go the distance in retirement without running out of money. Advice from award winning personal finance experts, Macro Consulting’s Mark Cortazzo and InvestmentNews’ Mary Beth Franklin. You can watch the episode here.

MINIMIZE TAXES:MAXIMIZE RETURNS

November 27, 2015
It’s the beginning of Public Television’s pledge season, so we are revisiting a topic of particular interest to our viewers – retirement! This week, Financial Thought Leader Burton Malkiel and online investment advisory service pioneer, Mitch Tuchman explain why they have teamed up at Rebalance IRA to offer retirement portfolios of low cost index funds that automatically rebalance with a human touch.You can watch that episode here.

 

One of the most common mistakes that investors make is not appreciating how much returns could be undermined due to taxes.

New this week, an often overlooked strategy to get the most out of your investments is tax efficiency. T. Rowe Price recently published some research on what a huge difference tax efficiency can make to a portfolio’s total return over time and offered some strategies to take advantage of it.

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