Today, Paul answers a question from a listener: I am about to retire. I have social security benefits, retirement accounts, and Stock Appreciation Rights. How should I use the Stock Appreciation Rights in my plan to take an income? Listen along to hear Paul explain Stock Appreciation Rights and how taking them as income affects your income tax and social security benefits in retirement. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at paulwinkler.com/question.
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
Today, Paul, Evan, and Ira talk about how frustrating it is that the average agents and investors are fooled into investment strategies