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Retirement Risk Advisors

Biden’s top five proposed changes for your retirement

In March of 2020 I was living in Puerto Rico, but I traveled to Las Vegas, Nevada on a business trip. This trip was scheduled to last a week, and somewhere in the middle of it is when they first started announcing various state and territory shutdowns and travel

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Why you shouldn’t own rental real estate in retirement

About 23 years ago, I was living in Las Vegas where I started working with some new clients who had decided to partner up and invest in a bunch of rental properties in Montana. They had formed various LLC’s used to hold ownership to the properties, and each LLC

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Blog
Retirement Risk Advisors

Top 12 elderly scams and how to avoid them

Every one of us is susceptible to being taken advantage of by con artists, and as we age, the problem is magnified. Before I get into the 12 elderly scams, let’s talk about why scamming the elderly has become so popular. The biggest reason is because scammers have found

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What is rule 72(t)?

I’m sure you are already asking what is rule 72(t), and why do I care? I promise I’m going to answer both of these questions for you. Rule 72(t) is a section of the IRS code that allows for penalty free withdrawals from your traditional retirement account prior to

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Blog
Retirement Risk Advisors

12 rules of a risk-free retirement plan

Getting to a tax free and risk-free retirement may be one of the toughest things you will ever have to do. However, the process will be much easier if you know the rules. Therefore, I’ll be sharing with you the 12 rules of a risk-free retirement plan. Rule #1

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