最佳Klaas Financial播客 (2024)

Maleeah and CJ talk about options for those rare few who still have pensions and how those options might change in the future, even if you have a pension now.由1310 WIBA (WIBA-AM)

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Demystifying RMDs: Timing, Amounts, and Tax Strategies 33:38

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7M ago33:38

33:38

由1310 WIBA (WIBA-AM)

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Guarantees Unveiled: FDIC vs. SIPC Truths 31:30

7M ago31:30

31:30

由1310 WIBA (WIBA-AM)

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Bullseye Retirement: Hit the Mark with Today's Financial Steps! 34:03

7M ago34:03

34:03

由1310 WIBA (WIBA-AM)

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Social Security Love: Navigating Spousal Benefits 31:49

8M ago31:49

31:49

由1310 WIBA (WIBA-AM)

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Inherited Assets: Navigating Next Steps and Tax Implications 35:48

8M ago35:48

35:48

由1310 WIBA (WIBA-AM)

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Planning a Proper Withdrawal Rate 34:04

9M ago34:04

34:04

由1310 WIBA (WIBA-AM)

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Navigating 50: Your Roadmap to Future Retirement Success 28:15

9M ago28:15

28:15

由1310 WIBA (WIBA-AM)

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Boosting Your Future: Maximize Employer Retirement Contributions 30:59

9M ago30:59

30:59

Forrest Ross joins CJ and Shawn to talk about how to maximize those retirement contributions.由1310 WIBA (WIBA-AM)

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Gifts and Estates: Navigating Limits in 2024 29:28

9M ago29:28

29:28

Maleeah and CJ join Shawn with strategic insights for smart gifting in your estate planning.由1310 WIBA (WIBA-AM)

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Rising Rates, Lower Debt: Optimize Your Retirement 33:59

10M ago33:59

33:59

由1310 WIBA (WIBA-AM)

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RMDs & Charitable Savvy: Tax Smart Choices for Retirement Funds 31:08

10M ago31:08

31:08

Maleeah, CJ, and Shawn talks about everything you need to know when considering making charitable donations out of your RMDs.由1310 WIBA (WIBA-AM)

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Working and Social Security: Benefits Unveiled 29:53

10M ago29:53

29:53

由1310 WIBA (WIBA-AM)

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Hiring an Accountant This Tax Season 34:04

10M ago34:04

34:04

CJ and Maleeah talk about filing taxes and why you should get an accountant to help you out.由1310 WIBA (WIBA-AM)

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Future Proofing Your Retirement 30:17

10M ago30:17

30:17

Maleeah, CJ, and Shawn talk about what you need to (as much as possible) protect your retirement into 2024 and beyond.由1310 WIBA (WIBA-AM)

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2024 Tax Shifts: A Retiree's Guide 30:17

11M ago30:17

30:17

Maleeah, CJ, and Shawn talk about tax changes that you need to know about in 2024.由1310 WIBA (WIBA-AM)

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When to Wait 33:36

11M ago33:36

33:36

CJ, Maleeah, and Shawn tak about when you should wait to take Social Security and when it might not be the best idea.由1310 WIBA (WIBA-AM)

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Mistakes to Avoid When Planning For Retirement 27:46

11M ago27:46

27:46

Eric, CJ, and Shawn talk about the mistakes people make when planning for retirement.由1310 WIBA (WIBA-AM)

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Best Planning Practices for 2024!! 30:12

12M ago30:12

30:12

Maleeah, CJ, and Shawn talk about what you need to know to for retirement planning in 2024.由1310 WIBA (WIBA-AM)

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Required Minimum Distributions (RMDs) 27:36

12M ago27:36

27:36

由1310 WIBA (WIBA-AM)

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Gift Giving in 2023 27:20

12M ago27:20

27:20

Maleeah, CJ, and Shawn talk about how much you can give and to whom in 2023.由1310 WIBA (WIBA-AM)

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Long-Term Care In Retirement 29:47

1y ago29:47

29:47

Maleeah, CJ, and Shawn talk about the costs of long term care as you get older and the importance of finding the best way to cover it.由1310 WIBA (WIBA-AM)

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Planning for the Costs of College 25:41

1y ago25:41

25:41

由1310 WIBA (WIBA-AM)

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