Nicolas Dumas, PPC® discusses an important deadline that is approaching for folks who have already taken their Required Minimum Distributions for the year.

10: Insurance

Aug 11th, 2020 12m 40s

Nicolas Dumas, PPC® discusses the tax efficient way to transfer wealth to the next generation. He also briefly describes a new insurance product that allows access to money for LTC expenses.

9: Roth vs Traditional IRA

Aug 3rd, 2020 9m 31s

Nicolas Dumas, PPC® goes through a few key difference between a Roth and Traditional IRA

8: Yield in a Low Interest Rate Environment

Jul 27th, 2020 10m 7s

Nicolas Dumas, PPC® describes one strategy that was used for income needs during this time of historically low interest rates

7: Who Are We?

Feb 5th, 2020 12m 19s

JT Cox and Nico Dumas give a brief overview of the Retirement Planning Group and how they operate as a firm.

6: Secure Act Epsiode

Jan 30th, 2020 18m 33s

JT Cox and Nico Dumas discuss the impacts of the new SECURE Act relating to your Qualified Accounts.

5: Strategies to Reduce your Taxable Income

Dec 12th, 2019 56m 40s

JT discusses year end tax strategies as well as Roth conversions

4: Year End Tax Planning

Nov 1st, 2019 56m 48s

Dave and Nico discuss maximizing retirement account contributions, tax loss harvesting, charitable gifting accounts, and much more.

3: Time - A Crucial Factor

Oct 29th, 2019 56m 57s

Dave and JT discuss the importance of time, Social Security benefits, Health Savings Accounts, and more.

2: Qualified Longevity Annuity Contracts

Oct 16th, 2019 56m 47s

Dave and Nico get into a strategy that allows you to defer a portion of your Required Minimum Distribution.

1: GE Pension Announcement

Oct 16th, 2019 56m 42s

Listen in as JT and Nico discuss the new announcement from GE concerning their pension plan and the options participants may have.

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Retirement Planning Podcast

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Retirement Planning Podcast

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Retirement Planning Podcast