Pre-Tax Retirement Plans
Joe Brummel, Director of Retirement Plan Consulting, joins Bruce Helmer and Peg Webb to discuss strategies for your pre-tax retirement plans.
Prepare for Next Year’s Taxes This Year
Tax specialist Ryan McKeown, joins Bruce Helmer and Peg Webb to discuss how you can prepare for Tax Day now.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
Tech Selloff Underscores Dangers of IPOs
Earlier this year stocks in the technology sector fell, wiping out billions of dollars in shareholder value. In particular stocks which had a relatively recent Initial Public Offering (IPO) fell much harder than other names. The selloff was a reminder of the dangers of IPOs which tend to be heavily promoted “story stocks” with questionable valuation metrics.
Recent Caller Questions
Is it a myth that it’s good to delay taking Social Security past the age of 62?
Can I roll a pension buyout into an existing IRA as pre-tax money?
I am nearing retirement, and I am concerned about a downswing in the market. How do you recommend I get out of the market without receiving a big tax hit?
How Could Rising Interest Rates Affect You?
In an attempt to stimulate the economy after the financial crisis that began in 2007, the Federal Reserve has continued to hold interest rates low. Interest rates will almost certainly rise at some point in the future, although no one knows exactly when that increase would occur.
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About Wealth Enhancement Group
At Wealth Enhancement Group, we believe we offer a fundamentally different approach to planning for retirement. Our firm was founded on the belief that all hardworking individuals, families and business owners should have access to the same level of knowledgeable expertise, sophisticated strategies, dedicated resources and unparalleled service typically offered to the ultrawealthy, enabling you to relax and enjoy your life now and throughout retirement. Since the mid-1990s, we’ve based our organization on one principle: Do what’s right for the client. By putting you first, we seek to provide advice that is always in your best interest, and that your financial future is based on your values and goals.