According to Investopedia, a RMD, Required Minimum Distribution is that traditional, SEP or SIMPLE IRA owners and qualified plan participants must begin withdrawing from their retirement accounts by April 1 following the year they reach age 70 1/2. The retiree must they withdraw the RMD amount each subsequent year based on the current RMD calculati…

On this episode of the No BS Retirement Network, Alan breaks down some of the pros and cons on the 2018 Tax Plan. No politics, only facts. New rules may help, or hinder your prep. Where will you fall? Where will you land?על ידי NO BS Retirement Network

Mercurio Wealth Advisor, Alan Mercurio discuses how to lean away from your friend's hot tip and focus on The Retirement Pyramid. Your retirement lifestyle is not based on your rate of return on your investments but on the rate of income on your investments. The base will consist of protected income - life insurance, homeowner insurance, long-term c…

MWA Advisor, President, and Founder, Alan Mercurio covers a widely discussed question, "Should I have a long-term care plan?"He will cover how to start the conversation and the start planning. It begins with a survey of your lifestyle and family history. -What is your expected longevity - how old were your grandparents when they passed? -Are there …

At MWA, education is always are the forefront of everything we do. The more our clients know and understand the retirement planning process, the better they are equipped to make decisions regarding their future plans. Alan delves into the most basic questions when starting out on this journey.1) Will I Have Enough Income?2) What is an Annuity?3) 5 …

MWA President and Founder, Alan Mercurio, discusses and explains the process we follow with our clients. How do we arrive at the strategies we chose?על ידי NO BS Retirement Network

Alan, Troy, and Aaron discuss all things pensions and the current state of the state with what's happening in Kentucky.על ידי NO BS Retirement Network

Alan, flying solo, gets into the nitty-gritty of what it REALLY means to you when looking for an advisor who is a fiduciary versus someone who follows the suitability standards. Very different definitions that you need to understand when choosing the right advisor. A Stock Broker, an Insurance Broker, an Advisor and an Adviser are NOT all the same …