Social Security Reform: What the Proposed “Fixes” Could Mean for Your Retirement

For millions of Americans, Social Security is not simply another line on a retirement-income worksheet. It is a critical part of their financial foundation. That is why the growing conversation around Social Security reform deserves more than political sound bites. Proposals to strengthen the program may sound simple—raise the payroll tax, increase or eliminate the […]

Claiming Social Security at Age 62 vs 70? Ignoring These Factors is a Huge Mistake!

In this video, Certified Financial Planner Joe Franklin breaks down the best Social Security claiming strategies for retirees and how the order of withdrawals from your retirement accounts can dramatically impact your lifetime income, taxes, and legacy. We cover: Taking Social Security at 62 vs 70 Why a hybrid Social Security strategy often works best […]

Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE!

Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE! #Retireearly #earlyretirement #retirementplanning In this video we get into how conversions of after tax funds can be easily botched, how you may be more easily penalized, and how you may have to take out more RMDs when rolling funds from […]