by Mike Albertson | Nov 9, 2019 | Rollovers
Here is a question we received last week by email. Remember Tradewell Tax and Financial is a full service firm and we take a hard focus on taxes. Here is the question: I will turn 70 1/2 on January 15, 2020. I plan to begin taking RMDs on a monthly basis...
by Mike Albertson | Oct 18, 2019 | Podcast, Uncategorized
Consider with me the number of 300,000. Do you have any idea what this number represents? This is the approximately the number of people in this country who are licensed to manage your life savings. In other words, that’s the number, the approximate number of people...
by Mike Albertson | Oct 11, 2019 | Podcast
Your Money With Mike – 10.11.2019 Financial Tools: In this week’s podcast, Mike talks about using the right tools for the job. Mike went to install a picture using the wrong tools and it did not end well. We understand that using the right tools for...
by Mike Albertson | Sep 27, 2019 | Podcast
Your Money With Mike – 09.27.2019Health savings accounts (HSA) are used to help save for the cost of healthcare on high deductible plans. In this week’s podcast, Mike talks about Health Savings Accounts....
by Mike Albertson | Sep 20, 2019 | Podcast
Your Money With Mike – 09.20.2019 In this week’s podcast, Mike talks about the difficult subject of what to do with the IRA of a spouse that has passed away. There are many questions of what to do with an inherited account, be sure that you seek...
