5 Ways to Botch Your Retirement Plan, same-sex marriage and tax shocks and ABLE Act plans

Today I talk about ways people are destroying their retirement plan and a very real situation where people in their 30-40’s are desperate to own a home now so they are robbing their 401k’s and not maintaining an emergency reserve for home repairs or disability. Other topics include:

• Tax shocks same-sex married couples are now dealing with
• Rob Black and I guess where real estate will be in a year after Brexit and an improbable rate hike
• Market valuations
• ABLE Act plans- How to not damage your disabled family members plan

 

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

 

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.