Podcasts about year rule

Most founders quit in year one—not because their business can't work, but because they burn out right before it starts to.   In this episode of Built by Business, Andy unpacks the “One Year Rule”—why everything feels so hard in months 1–9, and what actually starts to click after 12 months in the game. From building momentum to trusting your process, this episode is for anyone stuck in the messy middle wondering if it's time to quit—or time to double down.   All my resources: www.andyisom.com  

Jim and Chris answer listener questions on Social Security filing, a PSA on SSA's online application process, the Roth 5-Year Rule, HSA strategy, and bond principal risk. (8:00) A listener asks whether Social Security's claim that delayed retirement credits aren't applied until the end of the following year is accurate, and whether anyone receives them […] The post Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522 appeared first on The Retirement and IRA Show.

When veterans have a VA rating for a certain length of time, or they reach a certain age, their rating can be protected from reduction or re-evaluation at future C&P exams. Veterans should know about VA's 5-year rule, 10-year rule, 20-year rule, and 55-year-rule. Each rule is designed to protect veterans from unjustly losing their VA benefits. Join us as we discuss protected VA ratings and what you can do if you face a rating reduction. Tune in to learn more!For more information, visit our website at⁠⁠⁠⁠⁠⁠ cck-law.com⁠⁠⁠⁠⁠⁠Follow us on social media: ⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠ -⁠⁠⁠⁠⁠⁠https://bit.ly/CCKYTL⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠ -⁠⁠⁠⁠⁠⁠https://bit.ly/CCKFBL⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠ -⁠⁠⁠⁠⁠⁠https://bit.ly/CCKINL⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠ -⁠⁠⁠⁠⁠⁠https://bit.ly/CCKTL

Jim and Chris answer listener questions on Social Security timing, the Earnings Test, nondeductible IRA basis, and the Roth 5-Year Rule. (16:15) Georgette asks whether filing retroactively in December, with Social Security payments issued in January, ensures that all income—including the retroactive amount—will be reported on the following year's tax return. (28:00) A listener working […] The post Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521 appeared first on The Retirement and IRA Show.

NOTE: Apologies for the issues with Richard's audio on this episode - neither of us had any idea it was happening!Get the lowdown on this year's Comic Con Revolution in Ontario, CA with special guest David from Still Only 35¢!Are blind bags and mystery boxes turning comic collecting into a gamble? We dive into the latest controversy around Image Comics and J. Scott Campbell's mystery boxes. Plus, we spotlight the Hot Book of the Week: Thanos Imperative: Devastation #1, with MCU rumors swirling around the Annihilators! And don't miss our 25-Year Rule pick, Queen & Country #1, Greg Rucka's gritty, espionage classic.

Fan Mail - Send us a Text MessageTerry Waugh is a solicitor, mortgage broker and tax adviser.Today I'm talking about the 6 year rule and the cost base reset for property.-- If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions.www.structuring.com.au

Jim and Chris respond to listener emails on Social Security record accuracy, IRMAA repayment options, naming a Trust as an IRA beneficiary, and the Roth 5-year Rule. (12:00) Georgette shares five important Social Security lessons from her family's experience, prompting a PSA-style discussion on earnings record errors, divorce and remarriage rules, survivor benefit delays, and […] The post Social Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519 appeared first on The Retirement and IRA Show.

Are small town rentals a smart strategy—or a ticking time bomb? In this episode of Strategy Saturday, Charles Carillo breaks down the real pros and cons of investing in small town rental properties. While lower purchase prices and less competition may offer higher cash flow, there are also hidden risks that could impact your long-term returns. Charles shares a data-backed framework for evaluating small towns using long-term job growth, population trends, and crime data—plus how to identify warning signs like employer dependence, limited liquidity, and false gentrification signals. You'll learn: Why short-term market data often leads investors astray How to use the “20-Year Rule” to analyze population and crime trends What makes one small town a winner and another a long-term trap How to balance renovation decisions with realistic rent potential When small towns can outperform large cities—and when they won't Whether you're buying your first rental or expanding your multifamily portfolio, this episode will help you choose smarter, invest strategically, and avoid costly small-town mistakes.

You've probably heard it: “If you haven't used it in a year, toss it.”  But what if that item holds deep sentimental value? Or you simply love it—even if you don't use it (often)? In this episode, I'm busting the 5th myth - the one-year rule and show you a more mindful, personalized approach for sentimental items. I also share how different personality types—Fire, Earth, Air, and Water—relate to sentimental stuff, and how you can honour what matters to you without drowning in clutter. Tune in and take the pressure off!From Chaos to Peace Consulting Inc - https://connygraf.comTake the >>> element personality quiz Schedule a FREE Chaos to Peace Consultation

A hot Superman one-shot, hidden comic history, and underrated gems—it's all here on a brand-new episode of Bronze and Modern Gods!This week we're diving into:Summer of Superman Special #1 – Why is a $6.99 comic from last Wednesday already hitting $35 online?Underrated Books of the Week –

Fan Mail - Send us a Text MessageTerry Waugh is a solicitor, mortgage broker and tax adviser.Today I'm talking about the 6 year rule and the cost base reset for property.--If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions.www.structuring.com.au

In this episode, Miguel Gonzalez, Certified Retirement Counselor, breaks down the 10 most important facts about the 10-year rule for inherited IRAs. Learn who this rule affects, the key tax implications, and how to strategically navigate RMDs as a beneficiary.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#InheritedIRA #10YearRule #RMDRules #RetirementPlanning #SECUREAct #FinancialPlanning #WealthManagement #IRAWithdrawals #NonSpouseBeneficiaries #TaxPlanning #RothIRA #IRARules #RetirementTaxTips #RequiredMinimumDistribution #RetirementAccounts #RetirementAdvisor #FinancialPodcast #CortburgRetirement #MiguelGonzalezCRC #RetirementEducationWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Fan Mail - Send us a Text MessageTerry Waugh is a solicitor, mortgage broker and tax adviser.Today's topic is all about using the 6 year rule when you buy another main residence.--If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions.www.structuring.com.au

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"Understanding the 5-year rules in your federal benefits could mean the difference between keeping or losing critical coverage in retirement."Chapters0:00 - Podcast Introduction1:09 - What Are the 5-Year Rules?2:03 - The Federal Employees' Group Life Insurance (FEGLI) Rule8:11 - Keeping Your FEHB in Retirement10:30 - Roth TSP & the 5-Year Rule – What You Should Know13:40 - Recap & Next Steps15:00 - Health Tip – Don't Believe Every HeadlineConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #FERS #TSP #FinancialSecurity #InvestmentStrategy #FederalBenefits #EarlyRetirement #PodcastAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

In this episode: James and Sam sit down and discuss the 40 year rule. What is it and how does it work?

Here's a snippet from our recent webinar with the one and only Ed Slott. This is just five minutes, there's another 55 minutes of Ed behind the paywall. You can sign up here. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

In this episode of Beer and Money, Ryan Burklo discusses the recent changes to the rules governing inherited IRAs, particularly focusing on the new 10-year rule that requires non-spouse beneficiaries to deplete inherited accounts within a decade. He explains the implications of this rule, exceptions for certain beneficiaries, and the importance of tax strategies when managing inherited funds. The episode emphasizes the need for financial planning and awareness of IRS regulations to avoid penalties and optimize tax efficiency. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways The 10-year rule requires non-spouse beneficiaries to deplete inherited IRAs within 10 years. Prior to 2020, beneficiaries could stretch withdrawals over their lifetime. Exceptions to the 10-year rule exist for minor children and disabled individuals. Tax planning is crucial when withdrawing from inherited IRAs. Delaying withdrawals until year 10 can lead to significant tax implications. Inherited traditional IRAs are subject to ordinary income tax rates upon distribution. Understanding these rules is imperative to avoid penalties. The IRS is now enforcing these rules more strictly than before. Financial planning should consider retirement timing and income changes. Resources are available for individuals to assess their financial situation. Chapters 00:00 Introduction to Inherited IRA Rules 00:30 Understanding the 10-Year Rule 02:27 Exceptions to the 10-Year Rule 03:28 Tax Strategies for Inherited IRAs 05:21 Conclusion and Resources

Matt Boh is a comedian operating in Chicago, Illinois! He's what one might call a natural. Catch his humorous stylings at a venue near you and see what I mean.

In today's episode, we discuss the process of working with FEMA in the aftermath of a disaster and give you some advice for small businesses seeking government contracts. It is important to note that FEMA has to plan for disasters in advance and cannot wait until after a disaster to identify contractors and vendors. With that, I encourage businesses to look for bid opportunities with FEMA before a disaster strikes. Here's an important reminder: I advise against relying solely on the Procurement Technical Assistance Center (PTAC) for help with government contracts, as PTAC may not assist startup businesses that have been in operation for less than two years. Hope you enjoyed this episode of The Daily Wind Up. See you tomorrow.

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain how to create a comprehensive, actionable plan for the year ahead. They discuss the value of aligning your goals with a long-term vision and offer tips for making measurable progress while staying flexible enough to adapt as needed.Here are some of the highlights:Mark and Mat emphasizes the importance of having a strategic plan that can lay the foundation for the next 10 years ahead.Mat discusses the need for setting realistic goals and breaking them down into manageable objectives.Mark explains and breaks down the concept of SMART goals: Specific, Measurable, Attainable, Relevant, and Time-bound.Real-world example of how to set objectives for increasing sales, including strategies like getting more leads and converting leads better.How to address personal issues that may be affecting business performance, such as health or family problems.Mat suggests involving the leadership team in the execution of the strategic plan to ensure buy-in and accountability.Mark advises writing down the strategic plan and carrying it around to review regularly. Grab my FREE Ultimate Tax Strategy Guide HERE! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo to explore the Main Street Tax Pro Certification. You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360 Looking to connect with a rock star law firm? KKOS is only a click away! Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

While calls have been made for a statue to be erected to Sinead O'Connor in Dublin, current rules don't allow a figure to be commemorated until 20 years after their death. But, should the regulations be changed?Joining Seán to discuss is Cllr Donna Cooney, Chairperson of the Naming and Commemorations Committee of Dublin City Council and Deputy Lord Mayor of Dublin…

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3Pq2l6C Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://merkleretirementplanning.com/all-online-events/ Ready to unlock the full potential of your Roth IRA? In this episode of Retiring Today with Loren Merkle, we explore the essential rules, limits, and strategies you need to know to create a purposeful and comprehensive retirement plan. Whether you're just starting to think about retirement or refining your retirement plan, this video is your complete guide to navigating the complexities of Roth IRAs. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® https://merkleretirementplanning.com/staff-members/loren-merkle/ Clint Huntrods, CERTIFIED FINANCIAL FIDUCIARY®, PhD, Retirement Planner https://merkleretirementplanning.com/staff-members/clint-huntrods/ Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/staff-members/molly-nelson/ -- This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

jQuery(document).ready(function(){ cab.clickify(); }); Original Podcast with clickable words https://tinyurl.com/2d52u8pp Contact: irishlingos@gmail.com New information about WB Yeats' remains available in State documents. Eolas nua faoi thaisí WB Yeats ar fáil i gcáipéisí an Stáit. RTÉ News and Current Affairs The Department of Foreign Affairs decided to suppress information given to them in the late seventies about the remains of the poet WB Yeats. Nuacht agus Cúrsaí Reatha RTÉ Chinn an Roinn Gnóthaí Eachtracha eolas a tugadh dóibh ag deireadh na seachtóidí faoi thaisí an fhile W B Yeats a chur faoi chois. In fact, the Department thought that a member of the famous Gluckstein family in London was blackmailing the State when he claimed to have evidence that the bones were not WB's. Go deimhin, shíl an Roinn go raibh ball de theaghlach cáiliúil Gluckstein i Londain ag déanamh dúmhál ar an Stát nuair a mhaígh sé go raibh fianaise aige nárbh iad cnámha W.B. Yeats was buried in Sligo. Yeats a bhí curtha i Sligeach. It emerged 10 years ago in French State documents that the remains buried in the cemetery in Drumcliabh in Sligo are unlikely to be those of WB Yeats. Tháinig sé chun solais 10 mbliana ó shin i gcáipéisí Stáit de chuid na Fraince nach dócha gur taisí W B Yeats atá curtha sa reilig i nDroim Chliabh i Sligeach. The poet died in Roquebrune, France, in 1939 and was buried in a pauper's grave. Cailleadh an file i Roquebrune na Fraince sa bhliain 1939 agus cuireadh é in uaigh bhochtáin. A grand ceremony was held in Ireland in 1948 when a naval ship brought his remains back to his homeland. Reáchtáladh searmanas mór in Éirinn in 1948 nuair a thug long cabhlaigh a chuid taisí ar ais go dtí a thír dhúchais. He was buried in Drumcliabh in County Sligo with great pomp and ceremony. Cuireadh é i nDroim Chliabh i gContae Shligigh le mustar is mórdháil. But Yeats' remains were so mixed with many others in the morgue that there was no way to distinguish them from other people buried there. Ach b'amhlaidh go raibh taisí Yeats measctha le go leor eile sa mharbhlann agus nach raibh aon dóigh go bhféadfaí idirdhealú a dhéanamh idir iad agus daoine eile a bhí curtha ann. The pauper's grave had a five-year lease and was exhumed in 1946 and the poet's bones were interred with those of many others. Bhí léas cúig bliana ar uaigh an bhochtáin agus dí-adhlacadh é i 1946 agus cuireadh cnámha an fhile isteach le cnámha go leor daoine eile. Therefore, it is unlikely that the collection of bones sent back to Ireland belonged to Yeats at all. Mar sin, ní dócha gur le Yeats an cnuasach cnámha a seoladh ar ais go hÉirinn in aon chor. A Department of Foreign Affairs file now available in the National Archives due to the 30 Year Rule, provides fresh insight into the controversy. Tugann comhad de chuid na Roinne Gnóthaí Eachtracha atá ar fáil anois sa Chartlann Náisiúnta de bharr na Rialach 30 Bliain, léargas úr ar an chonspóid. On June 29, 1978, the Irish Ambassador to Britain submitted a confidential report to the Department on the matter. An 29 Meitheamh, 1978 chuir Ambasadóir na hÉireann chun na Breataine tuairisc rúnda faoi bhráid na Roinne faoin scéal. A member of the Gluckstein family contacted Ambassador Paul Keating with updated information about the situation. Chuaigh ball de theaghlach Gluckstein i dteagmháil leis an ambasadóir Paul Keating le heolas úr faoin scéal. Aunt R. was Bhí aintín R. J. J. Gluckstein (Ms Gluck) was very close to Edith Heald, a close friend of Yeats. Gluckstein (Ms Gluck) an-mhór le Edith Heald, dlúthchara de chuid Yeats. Heald had documents in his possession relating to Yeats' burial and these were left in Ms Gluck's will. Bhí doiciméid i seilbh Heald a bhain le hadhlacadh Yeats agus fágadh iad sin le huacht ag Ms Gluck. Gluckstein handed copies of these letters to the Ambassador. Thug Gluckstein cóipeanna de na litreacha seo ar lámh don Ambasadóir.

You don't need to work longer, you just need a better plan.Schedule a consultation with this link to tailor a plan that suits your unique financial goals:https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"Financial security is ensuring you have a clear plan to handle life's transitions, including inherited IRAs and their tax implications."Chapters0:00 - What Is an Inherited IRA?0:40 - The 10-Year Rule for Non-Spousal Inherited IRAs - Real-Life Example: Remodeling with IRA Funds3:15 - Tax Implications of Withdrawals - State Tax Considerations: Examples from AZ, TX, CA4:47 - Spousal Inheritance Options Explained - Younger Spouse Advantage: Birth Schedule StrategyConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparisonAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

Join this channel to get access to perks: https://www.youtube.com/channel/UCkHTY1eNYHr9JoTndx_m6kA/join New T-shirts & more are now available! http://tee.pub/lic/BAMG On this episode of Bronze and Modern Gods, we cover:

China's "Six-Year Rule," set to take effect in 2024, significantly impacts the taxation of foreign residents. Under this rule, individuals who live in China for 183 days or more each year are considered tax residents. If they remain as tax residents for over six years, they become liable for taxation on their global income, including foreign sources. The counting of the six years began on January 1, 2019, with specific criteria for determining residency. Importantly, foreigners can reset their six-year period by spending fewer than 183 days in any year or leaving China for over 30 consecutive days. High-income earners face substantial tax rates, reaching up to 45%, prompting many to strategize their residency to avoid individual income tax on overseas earnings. With the first enforcement of this rule approaching, it is crucial for expatriates to assess their residency status and plan accordingly to mitigate potential tax liabilities. Thank you for your attention. We are happy to take any questions you may have and clarify any points regarding China's Six-Year Rule for Foreigners.How to reach Kristina Koehler-Coluccia, Head of Business Advisory: Schedule a call here: https://meetings.hubspot.com/kristina12Email: kristina@woodburnglobal.comConnect on WeChat with ID: kncolucciaConnect with Us:For more insights and updates, subscribe to China & Hong Kong Compliance Essentials.We are happy to take any questions you may have. How to reach Kristina Koehler-Coluccia, Head of Business Advisory:Schedule a call here: https://meetings.hubspot.com/kristina12Email: kristina@woodburnglobal.comConnect on WeChat with ID: kncolucciaThank you for tuning in!

Secure Act ConcernsRules for Traditional and Roth IRAs and Changes for Inherited IRAsWill Beneficiaries Need to Withdraw RMDs Every Year?Do People Who Inherit IRAs Still Need to Follow the 10-Year Rule?Why Congress Wants Inherited IRA Heirs to Follow the 10-Year RuleWhat Is Required of Non-Spouse Beneficiaries When Someone Passes After Starting RMDs?What Happens if the Original Account Owner Dies Before Taking Required Minimum Distributions?Can Non-Spouse Beneficiaries of Inherited IRAs Do a Rollover?When Should People Born in 1959 Begin RMDs?What You Should Do if You Skipped RMDs Between 2020 and 2024Key Takeaway Read about topics from this episode. IRS Finalizes RMD Regulations: Key Takeaways and the 10-Year Rule for BeneficiariesHow to Avoid Unintended Distributions from Inherited IRAs and 401(k)s4 RMD Mistakes to AvoidIRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDsInherited IRAs: What to Know About Taxes, RMDs, and More What to watch from Morningstar.How to Find the Best Health Savings AccountHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma StocksIs the Fed's Plan to Avoid a Recession Working?Don't Overlook These Crucial Parts of Your Retirement Plan Denise Appleby, Morningstar contributor, explains the new inherited IRA rules including whether heirs need to take RMDs and follow the 10-year rule.  Plus, what the next steps are if a beneficiary, who inherited an IRA since 2020, hasn't taken RMDs yet.  Read what our team is writing:Denise ApplebyIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Since Hurricane Milton made it difficult to produce an entirely new episode, we're presenting portions of a great Ask KT and Suze Anything episode from earlier this year.  Suze answers questions about bankruptcy, the 5 Year Rule, living off interest and more.  Plus, a "Can I Afford It?” quizzy. Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze's special offers for podcast listeners at suzeorman.com/offerJoin Suze's Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI  See omnystudio.com/listener for privacy information.

In this original What the Dementia episode, we will discuss Parkinson's Disease Dementia, a form of Lewy Body Dementia. This episode will cover: — The distinction between Parkinson's Disease Dementia and dementia with Lewy bodies — Key symptoms affecting movement, cognition, and memory — Behavioral and sleep-related changes in Parkinson's Disease Dementia — Important medication considerations and potential side effects REFERENCES: https://www.alz.org/media/Documents/alzheimers-dementia-parkinsons-disease-dementia-ts.pdf https://memory.ucsf.edu/sites/memory.ucsf.edu/files/wysiwyg/UCSF_PDD_Providers_7-13-17.pdf https://www.orpha.net/pdfs/data/patho/GB/uk-PDD.pdf https://www.scielo.br/j/dn/a/HRDW5r6N5pLWtGBqBzxd87j/?format=pdf&lang=en MENTIONED IN EPISODE: Treehouse | ⁠https://letsbambu.com/treehouse⁠ Podcast: Lewy Body Dementia – Those Darn Lewy bodies! | Episode 042 CONNECT, GET RESOURCES, LEARN MORE, + SIMPLIFY YOUR CARE JOURNEY: LinkTree | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.bambu.care⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MUSIC CREDIT: Listen To SpillageVillage - Tropical Landing Pop Songs At Looperman.com DISCLAIMER: The information contained in Bambu Care LLC's website, blog, emails, programs, services and/or products is for educational and informational purposes only. While we draw on our prior professional expertise and background in other areas, you acknowledge that we are supporting you in our role exclusively as a Dementia Care Consultant. By participating in Bambu Care, LLC's website, blog, emails, programs, services and/or products, you acknowledge that we are not a licensed psychologist, professional counselor, or medical doctor. We in no way, diagnose, treat, or cure any illnesses or diseases. Dementia Care Consulting is in no way to be construed or substituted as psychological counseling or any other type of therapy or medical advice. The information provided by Bambu Care, LLC also does not constitute legal or financial advice nor is intended to be. Dementia Care Consulting is not a substitute for the services of a CPA or attorney.

For more information and show notes visit: https://www.bwmplanning.com/post/87In this episode of Financial Planning for Oil & Gas Professionals, hosts Justin Brownlee and Jared Machen dive into the recent updates to the SECURE Act, focusing on changes affecting non-spouse beneficiaries and the implications for Required Minimum Distributions (RMDs) under the 10-year rule.The SECURE Act, passed in 2019, introduced significant changes to how non-spouse beneficiaries manage inherited IRAs. One of the most notable changes is the requirement for most non-spouse beneficiaries to deplete inherited accounts within a 10-year period. This shift has significant implications for tax planning & financial management, particularly for those inheriting large pre-tax retirement accounts.Key Changes Introduced by the SECURE Act1) 10-Year Rule for Non-Spouse Beneficiaries: Previously, non-spouse beneficiaries could stretch distributions from an inherited IRA over their lifetime, allowing them to take smaller required minimum distributions (RMDs) annually. This approach enabled beneficiaries to manage their tax burden effectively, even when inheriting substantial IRAs. Under the SECURE Act, however, most non-spouse beneficiaries must now withdraw the entire balance of the inherited IRA within 10 years. This change compresses the distribution timeline, potentially leading to significantly higher taxable income in the years when distributions are taken.2) Tax Implications: The requirement to withdraw funds within a decade can create a substantial tax burden, especially for beneficiaries already in a high-income bracket. For instance, if a beneficiary inherits a $4 million IRA while earning a significant income, the additional distributions could push them into an even higher tax bracket, resulting in a larger percentage of their inheritance being lost to taxes. This scenario is particularly concerning for those who may not have anticipated such a sudden increase in taxable income.3) Clarifications on RMDs: The SECURE Act also introduced nuances regarding RMDs for non-spouse beneficiaries. If the original account owner had begun taking RMDs before their death, the beneficiary must adhere to both the 10-year depletion rule and the annual RMD requirements. This dual obligation complicates tax planning, as beneficiaries must ensure they meet both requirements to avoid hefty penalties. The penalties for failing to take the required distributions can be severe, adding another layer of complexity to the management of inherited IRAs.4) Exceptions to the Rule: While the 10-year rule applies to most non-spouse beneficiaries, there are exceptions for certain eligible designated beneficiaries, such as surviving spouses, disabled individuals, and minor children. These exceptions allow for more favorable distribution options, but they are limited to specific circumstances.Planning ConsiderationsGiven these changes, it is crucial for beneficiaries to engage in proactive tax planning. Here are some strategies to consider:Timing of Distributions: Beneficiaries should evaluate their current and expected future income levels to determine the optimal timing for taking distributions. For example, if a beneficiary anticipates a lower income in the future, it may be beneficial to delay distributions until that time to minimize tax impact.Tax Diversification: Beneficiaries should consider their overall tax situation, including other sources of income and tax-advantaged accounts. This holistic view can help in making informed decisions about how much to withdraw each year.TakeawayThe SECURE Act has fundamentally changed the landscape for non-spouse...

Is there really such a thing as the perfect parent? Listen in and discover the power of being an imperfect parent with Kate Hamilton. Click here for the show notes and extra resources. I truly believe we all strive to be the best parent possible, yet when we strive for perfection is when we get ourselves in trouble. The notion of perfection is unattainable so let's embrace being an Imperfect Parent instead.  What We Talked About: Understanding generational behaviors helps us break unhelpful cycles Parenting as a partnership Mistakes are valuable learning opportunities for both parents and children. How to handle unsolicited advice The “8-Year Rule” for tough conversations Creating an open family environment Things to Remember “There's not one formula that works in parenting.” “Parenting is believing in our ability to parent.” “It's totally okay to fail, it's okay to make a mistake but it's not okay to stop, it's not okay not to learn.” “Consequences are important to teach our kids but there are times in life when everybody needs a little bit of grace.” “Imperfection is good and normal.” “We know our children better than the experts do and we need to trust that we know our children.” - Kate Hamilton   Click here for the show notes and extra resources.  

Join this channel to get access to perks: https://www.youtube.com/channel/UCkHTY1eNYHr9JoTndx_m6kA/join New T-shirts & more are now available! http://tee.pub/lic/BAMG Witchcraft by Book of Love - https://www.youtube.com/watch?v=p1aq9zMMOxY A comic book podcast talking about comics! Groundbreaking! Join John & Richard as they discuss the Thunderbolts trailer and The Hot Book of the Week - is it finally the team's time? Then it's on to the Viewer Mailbag to talk about whether it's Golden Age comics' time in the sun. The 25 Year Rule takes us back to 1999 and a reboot of a Captain America adversary that we frankly could have done without. Finally, our Underrated Books of the Week include the French Speed Racer (??) and a Silver Age Marvel key that is much more important to the Marvel Age of Comics than most realize! Bronze and Modern Gods is the channel dedicated to the Bronze, Copper and Modern Ages of comics and comic book collecting! Follow us on Facebook - https://www.facebook.com/BronzeAndModernGods Follow us on Instagram - https://www.instagram.com/bronzeandmoderngods #comics #comicbooks #comiccollecting --- Support this podcast: https://podcasters.spotify.com/pod/show/bronzeandmoderngods/support

Join this channel to get access to perks: ⁠https://www.youtube.com/channel/UCkHTY1eNYHr9JoTndx_m6kA/join⁠ New T-shirts & more are now available! ⁠http://tee.pub/lic/BAMG⁠ All comics, all of the time! Join John & Richard as they discuss the latest on CGC's bent inner wells - what does CGC say about them? The Hot Book of the Week features a record-shattering Fantastic Four #1 sale - then they hit the Viewer Mailbag to talk about our viewers' favorite underrated books, original commissions and the return of the Justice Society! The 25 Year Rule takes us back to 1999 and the return of Sensation Comics. Finally, our Underrated Books of the Week include an L.B. Cole classic cover and a classic War greytone! Bronze and Modern Gods is the channel dedicated to the Bronze, Copper and Modern Ages of comics and comic book collecting! Follow us on Facebook - ⁠https://www.facebook.com/BronzeAndModernGods⁠ Follow us on Instagram - ⁠https://www.instagram.com/bronzeandmoderngods⁠ #comics #comicbooks #comiccollecting --- Support this podcast: https://podcasters.spotify.com/pod/show/bronzeandmoderngods/support

Over the last few years, significant changes have been made to how retirement accounts are managed after death, especially with new RMD rules. In July, the IRS issued its new Final Regulations regarding the SECURE Act's provisions. In this episode, hear Tyler Emrick, CFA®, CFP®, break down the key provisions, including the 10-Year Rule for beneficiaries and updates to RMD timelines, and how these changes impact your retirement and estate planning.   Here's some of what we discuss in this episode: What the SECURE Act changed when it passed in 2019 and what's been updated since? Which accounts are impacted by this and how does it impact taxes and estate planning? Who are designated beneficiaries and what are the differences between eligible and non-eligible? The 10-year rule for inheriting these accounts and what you need to know. The new RMD rules that will begin in 2025. Additional rules dealing with the surviving spouse, successor beneficiaries, and RMD ages.   Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth

Becoming notably good at something valuable is one of the most powerful tools for crafting a deep life. But how do people do this? In this episode, Cal explores three useful rules for getting good in search of depth. He then answers listener questions and reacts to a remarkable collection of advice from almost seven decades ago.  Below are the questions covered in today's episode (with their timestamps). Get your questions answered by Cal! Here's the link: bit.ly/3U3sTvo Video from today's episode:  youtube.com/calnewportmedia Deep Dive: The 10-Year Rule [2:29]  - Why can't I succeed with Cal's time management system? [32:03] - Can RSS feeds make “fast content” slow? [39:06] - Can persuading people be considered deep work? [45:05] - How can I guide my teenage son towards a deep life? [47:05] - How do I find time to launch my new business? [49:53] - CALL: Testing a book idea without social media [55:04]  CASE STUDY: A professional athlete utilizing career capital [1:06:10]  CAL REACTS: C.S. Lewis's Advice for Writers [1:15:32]  Links: Buy Cal's latest book, “Slow Productivity” at calnewport.com/slowGet a signed copy of Cal's “Slow Productivity” at peoplesbooktakoma.com/event/cal-newport/Cal's monthly book directory: bramses.notion.site/059db2641def4a88988b4d2cee4657ba?texasmonthly.com/arts-entertainment/ryan-holiday-stoic-king-bastrop-painted-porch/youtube.com/watch?v=hB3tBI-KNLktwitter.com/InfiniteB88ks/status/1824108211081019821 Thanks to our Sponsors:  shopify.com/deepdrinklmnt.com/deepexpressvpn.com/deepfactor.com/deep50 Thanks to Jesse Miller for production, Jay Kerstens for the intro music, Kieron Rees for the slow productivity music, and Mark Miles for mastering. 

After nearly 5 years, the IRS has finally determined its interpretation of the new 10-year rule for inherited IRAs. Whether you're a beneficiary or planning your estate, we're breaking down the details of the 10-year rule and what it means for your financial future on this episode of Wise Money. Season 10 Episode 2 Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.  Find more information about the Wise Money Show™ at www.wisemoneyshow.com   Be sure to stay up to date by following us!  Facebook - https://www.facebook.com/WiseMoneyShow   Instagram - https://www.instagram.com/wisemoneyshow/   Want more Wise Money™?  Read our blog! https://www.korhorn.com/wise-money-blog   Watch the guys in the studio: https://youtu.be/naPQB979Ubs  Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow  Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

What is an exchange fund and is it a good thing if you have a lot of capital gains like Bryan in New York? That's today on Your Money, Your Wealth® podcast 492 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, what should be the timing and ordering of Billy Joe and Bobby Sue's Roth conversion strategy to help them achieve 33 years of retirement income? Is Boston overspending or underspending in retirement? Should Andy keep life insurance policies for her kids with ADHD?  How does the 5-year rule for Roth withdrawals apply to inherited Roth IRAs for Karen? Visit the show notes for the YMYW Podcast Survey and secret password (only for the next three days!), plus access the free financial resources listed below, and the episode transcript: https://bit.ly/ymyw-492 SCHEDULE A FREE FINANCIAL ASSESSMENT FREE DOWNLOAD: Social Security Handbook WATCH YMYW TV: Social Security Basics You Need to Know: Common Social Security Questions Answered REQUEST: Retirement Spitball Analysis SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter YMYW Podcast Survey: Visit the show notes to access the survey and secret password   Timestamps: 00:00 - Intro 00:37 - Roth Conversion Timing, Order, and 33 Years of Income? (Billy Joe & Bobby Sue, Indiana) 12:32 - Watch Social Security Basics You Need to Know: Common Social Security Questions Answered on YMYW TV, Download the Social Security Handbook 13:17 - I Have $1.2M Capital Gains. Pros and Cons of an Exchange Fund? (Bryan, NY) 23:28 - Download 10 Steps to Improve Investing Success, last chance to complete the 7th Annual YMYW Podcast Survey for your chance at a $100 Amazon e-gift card! (type in ymyw) 24:15 - We'll Have $7M. Are We Underspending or Overspending in Retirement? (Boston) 35:13 - Should We Keep Life Insurance Policies for Adult Kids with ADHD? (Andrea, Seattle) 41:50 - How Does the 5-Year Rule for Roth Withdrawals Apply to Inherited Roth IRAs? (Karen, TX) 45:15 - Outro 46:22 - The Derails

Join this channel to get access to perks: https://www.youtube.com/channel/UCkHTY1eNYHr9JoTndx_m6kA/join New T-shirts & more are now available! http://tee.pub/lic/BAMG CGC Warped Inner Wells Thread - https://boards.cgccomics.com/topic/535425-is-anyone-else-getting-books-back-with-warped-inner-wells/#comments 100% comics, 100% of the time! Join John & Richard as they discuss the latest CGC issues - are warped inner wells damaging books? The Hot Book of the Week features even more Doctor Doom - then they hit the Viewer Mailbag to talk about obscure Bronze Age Marvel titles, the future of PSA graded comics, the issue with the Green Lantern Corp & more. The 25 Year Rule takes us back to 1999 and a divisive Fantastic Four annual. Finally, our Underrated Books of the Week include the final fate of the Shogun Warriors and Reid Fleming...Milkman! Bronze and Modern Gods is the channel dedicated to the Bronze, Copper and Modern Ages of comics and comic book collecting! Follow us on Facebook - https://www.facebook.com/BronzeAndModernGods Follow us on Instagram - https://www.instagram.com/bronzeandmoderngods #comics #comicbooks #comiccollecting --- Support this podcast: https://podcasters.spotify.com/pod/show/bronzeandmoderngods/support

Join this channel to get access to perks: https://www.youtube.com/channel/UCkHTY1eNYHr9JoTndx_m6kA/join New T-shirts & more are now available! http://tee.pub/lic/BAMG John & Richard give another convention update, this time NEO Comic Con in Ohio - what comics are selling and what aren't? (Hint: Doctor Doom is big). The Hot Book of the Week shows the Serpent Society is definitely coming to the MCU - then they hit the Viewer Mailbag to chat about Overstreet Price Guide corrections, CGC grading & more. The 25 Year Rule takes us back to 1999 and a Michael Turner classic. Finally, our Underrated Books of the Week include the intro of the Green Lantern and Irving Forbush! Bronze and Modern Gods is the channel dedicated to the Bronze, Copper and Modern Ages of comics and comic book collecting! Follow us on Facebook - https://www.facebook.com/BronzeAndModernGods Follow us on Instagram - https://www.instagram.com/bronzeandmoderngods #comics #comicbooks #comiccollecting --- Support this podcast: https://podcasters.spotify.com/pod/show/bronzeandmoderngods/support

#186: We'll break down 25 investing and finance rules of thumb, so you can learn to make better financial decisions, whether your goal is growing your wealth, retiring early, managing your portfolio, buying a car, or many other goals. Brian Feroldi is an investing expert and founder of Long Term Mindset, a financial education company. He is the author of Why Does The Stock Market Go Up? and shares his financial knowledge through The Motley Fool and his popular YouTube channel. Link to Full Show Notes: https://chrishutchins.com/investing-personal-finance-rules-of-thumb-brian-feroldi Partner Deals DRAM: 20% off my favorite sparkling water with zero calories, zero sugar Superhuman: Free month of the fastest and best email with code ALLTHEHACKS Bilt Rewards: Earn the most valuable points when you pay rent Fabric: Affordable term life insurance for you and your family Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Brian Feroldi: Website | X | Instagram | LinkedIn | YouTube 12 Timeless Lessons For Stock Investors Emergency Fund Size Formula ATH Podcast: Episode #48: Using an Investing Checklist to Improve your Portfolio with Brian Feroldi Episode #91: Die With Zero: Net Fulfillment Over Net Worth with Bill Perkins Follow & Review on Apple Podcasts Email us for questions, tips, deals and feedback Books: The Millionaire Next Door by Thomas J. Stanley and William D. Dank Stocks for the Long Run by Jeremy Siegel Blog Posts: Nick Maggiulli: Should I Max Out My 401k? Early Retirement Now: The Safe Withdrawal Rate Series 401k Fee Checker Wealthfront: Get a 0.5% APY boost Full Show Notes (00:00) Introduction (00:48) Why Personal Finance and Investing Is a Complicated Subject (02:30) The Rules of 72 and 70 (04:48) How to Apply Rule 72 (06:24) Rule 110(09:09) The 5 Year Rule (10:54) The 10-5-3 Rule for Growth Rates (12:26) The 6% Rule (13:57) The 3-6 Rule for Personal Finance (19:06) Brian's Emergency Fund Size Formula (21:40) The 5% Rule (23:28) Brian's Personal Rule of Thumb for Investing (27:07) The 1% Rule (31:27) Hiring Advisors (37:40) Calculate Your Net Worth: Age x Income / 10 Rule (39:37) The 15% Rule for Saving (40:46) The 50-30-20 Rule (42:00) The 80% Rule (44:03) The Employer Match Rule (46:52) The 4% Rule (49:07) The 25x Rule (An Inverse Rule) (50:35) The 20-4-10 Rule for Buying a Car (52:32) The Debt : Income Ratio (53:42) The 3% to 4% Salary Increase Rule (55:16) The 8-50 Rule (56:15) Chris' 4-3-2 Rule for Cashback Points Connect with All the Hacks All the Hacks: Newsletter | Website | Membership | Email Chris Hutchins: X | Instagram | Website | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.

Host Michael Sonnenfeldt concludes Season 1 with a retail legend and world-changing philanthropist, TIGER 21 Member David Jaffe. David's mother Roslyn founded Dressbarn in 1962. David joined the family business in 1992. As CEO, David took the company from $1 billion in sales all the way to $7 billion as Ascena Retail Group, Inc., a Fortune 500 retailer with eight distinct brands including Ann Taylor, Loft, Lane Bryant, Catherines, and Justice, with over 4,500 stores across the U.S. and Canada, employing 65,000 associates. In 2019, David transitioned out of Ascena. Today, he's a philanthropist on a quest for social change, leading two different nonprofits. David shares insights on family business succession, integrating philanthropy, and his advice for those transitioning out of their primary careers. Key topics include the evolution of Dressbarn, strategies for successful acquisitions, and the importance of aligning career choices with personal passions.Video clips:The 10-Year Rule for Family Business"After My Exit, I Became the Wrong Kind of Investor"Topics:(00:00) Podcast announcement (Season 1 finale)(00:31) Introduction to David Jaffe (01:00) Early career (02:27) Philanthropy and social change (03:13) Family business dynamics (04:28) Career transition (19:58) Lessons from leadership and mentorship (23:12) End of an era at Ascena(25:50) The day after retirement (27:46) Exploring new opportunities (28:40) Advanced Leadership Initiative at Harvard (29:13) Combining passions: education and environment (30:21) Advice for post-career transitions (31:09) Investment lessons learned by Michael Sonnenfeldt and David Jaffe (34:04) Philanthropic ventures: FARE and Subject to Climate(35:50) Balancing nonprofit and personal life (38:30) Partnerships(40:40) Impact and future goals (46:27) Personal reflections and advice (49:37) Tip JarAbout:TIGER 21 is the premier peer membership organization for ultra successful entrepreneurs, investors, and executives.Tip Jar:Dad's Ten RulesSalman Khan: "Brave New Words"Merrily We Roll AlongStereophonicLinks:tiger21.comMichael Sonnenfeldt - LinkedIn | @mwsonnenfeldtFARE foodallergy.orgSubject to Climate subjecttoclimate.orgFollow & Connect:Podcast | YouTube | X | LinkedIn | Blog Hosted on Acast. See acast.com/privacy for more information.

Join this channel to get access to perks: https://www.youtube.com/channel/UCkHTY1eNYHr9JoTndx_m6kA/join New T-shirts & more are now available! http://tee.pub/lic/BAMG John & Richard hit the Viewer Mailbag with more arcade memories, TMNT parodies/rip-offs and more! The 25 Year Rule takes us back to 1999 and the amazing Christopher Priest Black Panther series! Finally, our Underrated Books of the Week include the end of the classic Byrne X-Men run and the beginnings of the long-running FemForce! Bronze and Modern Gods is the channel dedicated to the Bronze, Copper and Modern Ages of comics and comic book collecting! Follow us on Facebook - https://www.facebook.com/BronzeAndModernGods Follow us on Instagram - https://www.instagram.com/bronzeandmoderngods #comics #comicbooks #comiccollecting --- Support this podcast: https://podcasters.spotify.com/pod/show/bronzeandmoderngods/support

USA TODAY World Affairs Correspondent Kim Hjelmgaard looks at the future of British politics as the Labour Party moves into power.Israeli Prime Minister Benjamin Netanyahu says he will send a delegation to resume stalled negotiations on a hostage release deal with Hamas.Former President Donald Trump's campaign and some allies are going on the offensive on Vice President Kamala Harris, as talk continues that she might replace President Joe Biden as the party's 2024 presidential nominee.USA TODAY Personal Finance Reporter Daniel de Visé talks about research into what would happen if all American workers were auto-enrolled in retirement savings.New records were set amid hot dog eating drama on the Fourth of July.Episode Transcript available hereAlso available at art19.com/shows/5-ThingsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join this channel to get access to perks: https://www.youtube.com/channel/UCkHTY1eNYHr9JoTndx_m6kA/join New T-shirts & more are now available! http://tee.pub/lic/BAMG Darkwing Duck Kickstarter - https://www.kickstarter.com/projects/dynamiteent/darkwing-duck-graphic-novel-collections-have-arrived Twilight Zone episode - https://en.wikipedia.org/wiki/People_Are_Alike_All_Over Giant-Size X-Men #1 in a CGC 9.9 sells for a crazy amount - is the buyer also crazy? Plus, Viewer Mail tackles 80s indie comic book recommendations, more DC War comics, Riverdale & more. The 25 Year Rule takes us back to 1999 and Superman vs. The Terminator! Finally, our Underrated Books of the Week include Evil Ernie and an overlooked Frank Miller Dark Knight key! Bronze and Modern Gods is the channel dedicated to the Bronze, Copper and Modern Ages of comics and comic book collecting! Follow us on Facebook - https://www.facebook.com/BronzeAndModernGods Follow us on Instagram - https://www.instagram.com/bronzeandmoderngods #comics #comicbooks #comiccollecting --- Support this podcast: https://podcasters.spotify.com/pod/show/bronzeandmoderngods/support

Join this channel to get access to perks: https://www.youtube.com/channel/UCkHTY1eNYHr9JoTndx_m6kA/join New T-shirts & more are now available! http://tee.pub/lic/BAMG John & Richard dip into the Viewer Mailbag to answer questions about getting into Golden Age comics, finding secure cases to protect your comics, and more of our favorite movie adaptation comics! The 25 Year Rule takes us back to 1999 and Archie's Weird Mysteries! Finally, our Underrated Books of the Week include Matt Wagner on Batman and a hidden Todd McFarlane cover! Bronze and Modern Gods is the channel dedicated to the Bronze, Copper and Modern Ages of comics and comic book collecting! Follow us on Facebook - https://www.facebook.com/BronzeAndModernGods Follow us on Instagram - https://www.instagram.com/bronzeandmoderngods #comics #comicbooks #comiccollecting --- Support this podcast: https://podcasters.spotify.com/pod/show/bronzeandmoderngods/support

So you inherited an IRA... But now what? Do you have to take all of the money out immediately? Over your lifetime? Within 10 years?The SECURE Act was instituted in 2020, but we are still trying to understand what the rules actually are for IRA inheritors.Prior to the SECURE Act, you could stretch the Required Minimum Distributions (RMD) over your lifetime. This gave you the benefit of spreading out your tax liability over many years.The SECURE Act took this "stretch" provision away for many beneficiaries and left it available to others. Also, the "10-year rule" was created. This new ruling forces certain beneficiaries to distribute the entire balance of the IRA by the end of the 10th year following death.This video is meant to serve as a guide for you in determining how to properly follow the SECURE Act rules for Inherited IRAs.The biggest questions you have to ask yourself are:- What type of beneficiary am I?- What account type have I inherited? (Tax-deferred or Roth)- Did the decedent pass away before or after their Required Beginning Date (RBD)?Answering these questions will help you determine how to distribute your the funds in your Inherited IRA correctly.Want help with your retirement plan?

On this edition of Ask KT and Suze Anything, Suze answers questions about interest rates, the 5 Year Rule on Roths, how people live off interest, plus a “Can I Afford It?” quizzy and so much more! Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze's special offers for podcast listeners at suzeorman.com/offer Join Suze's Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation?  Subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive my one-page flowchart (PDF) for navigating this confusing rule.

On this Suze School, Suze responds to the multitude of emails she's received asking for a deeper diver into the five year rule for Roth IRAs. Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze's special offers for podcast listeners at suzeorman.com/offer Join Suze's Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.