Retiree and Pre-Retiree Articles and Videos
Charlie writes several articles a month for various financial industry media and educational outlets. Through this blog, he is bringing his educational writings and videos directly to consumers!!! Subscribe at the bottom of this page and enjoy.
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Additional Posts
Video: “Can I Contribute to a Traditional IRA or Roth?”
In this video, Charlie talks about the rules around contributing to traditional IRAs and Roths. As well as, can you deduct what you contribute to a...
Video: The Rules and Math Changes Once You Hit Retirement
Here Charlie discusses why it is so much easier in your pre-retirement years than it is your post-retirement years when it comes to retirement planning. The...
Case Study Video: How Social Security Taxation is Arrived At
This video discusses how one's income actually affects the amount of Social Security that is taxable. Charlie calculates the % of Social Security that will be...
The Roth IRA Conversion “Pro Rata Rule”
This is a very straightforward explanation from Athene on Traditional IRAs, Roth IRAs, and also the "Pro Rata Rule". To navigate through the pages, click the...
The “Docker” Union Strike and Creative Destruction
Many of you have read about the “International Longshoremen’s Association (ILA)” strike that kicked off on Monday, September 30. I am not going to give you some of my opinions on what the union is requesting, outside of the “automation” component that they are fighting against. I will touch on that at the end. But first, a quick summary.
Required Minimum Distribution Reference Guide
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