It's Graduation Season: Have You Graduated to a New Level of Investing?
Money Mentors
by Gary Mattson
4d ago
Graduations aren't just for your kids & grandkids. Depending on how much you've saved for retirement, you may also be ready to graduate to a different level of investing. On this week's episode, Laurel & Gerald talk about when you might want to leave certain strategies behind - and why new levels of savings might mean more options for retirement investing. Need a second opinion on your plan? Connect now at www.MattsonFinancial.com.   ..read more
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Tax Deadlines: Changes in Inherited Account Tax Rules & The May Deadline That Could Affect You
Money Mentors
by Gary Mattson
1w ago
Certain changes are on hold when it comes to inherited retirement accounts, so if you've been the recipient of someone's IRA, 401(k) or other account in the last few years, you'll want to catch this week's episode. Laurel & Taylor also discuss an important May 17th deadline for taxpayers - and this one could help put more money in your pocket! Need some help with the tax rules for your retirement? Check out our resources at www.MattsonFinancial.com.  ..read more
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The Big Question: When Should I Retire?
Money Mentors
by Gary Mattson
1w ago
Should you retire at the top of your game - or when things are on the decline career-wise or health-wise? Making that decision is a struggle, even for top athletes like Tiger Woods. This week, Laurel & Gerald discuss some of the non-financial factors that go into that decision. Plus, we'll preview our May First Friday event. Find the details at www.MattsonFinancial.com.  ..read more
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What Your Tax Return Can Show You About Planning for the Future
Money Mentors
by Gary Mattson
3w ago
Now that you've (hopefully) filed your taxes for last year, don't file that tax return away just yet. This week, Laurel & Gerald discuss what it can show you about how to plan for a more tax-efficient future. We also discuss the 3 tax buckets - and how to get more into that tax-free bucket for retirement. Curious about your retirement tax bill? Click the calculator at www.MattsonFinancial.com.  ..read more
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Pay Now or Pay Later? The Big Tax Question for Retirement Savers
Money Mentors
by Gary Mattson
3w ago
Every time you save a dollar into a traditional retirement account versus a Roth, you're making a decision about paying taxes now vs. later in retirement. But which strategy makes sense for you? And why would you want to pay now versus later? Laurel & Taylor dive into this topic this week, as well as some of the more unusual tax deductions the IRS has allowed over the years. Have questions about tax planning for retirement? Connect with our team for a chat at www.MattsonFinancial.com.  ..read more
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The Millionaire Retirement - And Can You Make It on Less?
Money Mentors
by Gary Mattson
1M ago
As the market surges, so does the number of 401(k) millionaires. If you're one of them, how do you keep what you have and continue growing that pot of money? And what if you don't have a million in savings? Can you still make retirement work? Laurel & Gerald discuss the million-dollar pitfalls and opportunities on this week's episode. Check out more about our 401(k) resources at www.Mattson401k.com.  ..read more
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Avoiding Tax & RMD Surprises in Retirement
Money Mentors
by Gary Mattson
1M ago
Your tax picture often changes in retirement, thanks to different rules on how retirement income is taxed - plus the required minimum distributions that kick in during your 70's. This week, Laurel & Taylor discuss what catches retirees offguard the most, and how you can avoid tax surprises with a little forward planning. Curious about your retirement tax bill? Click on the calculator at www.MattsonFinancial.com.  ..read more
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3 Ways You Might Be Able to Save On Taxes as You Close in on Retirement
Money Mentors
by Gary Mattson
2M ago
Who says getting older doesn't have its perks? On this week's episode, Gary & Laurel discuss some of the tax breaks you can take advantage of to boost your retirement plan as you reach your 50's and 60's. Talk to our team about how to build your tax efficient plan at www.MattsonFinancial.com.  ..read more
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Wait...I Pay Taxes on My Social Security Benefits?!
Money Mentors
by Gary Mattson
2M ago
One of the big, unfortunate surprises for retirees is that yes, you may have to pay taxes on your Social Security benefits. On this week's episode, Laurel & Taylor discuss the income thresholds you need to know when it comes to taxability. We'll also discuss why your RMD might also be bigger than you expected in 2024. Need some help with your retirement numbers? Connect for a chat at www.MattsonFinancial.com.  ..read more
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The Great Wealth Transfer
Money Mentors
by Gary Mattson
2M ago
An astounding number of assets will change hands over the next two decades - nearly $73 trillion will be passed from baby boomers to younger generations. If that's a priority for you & your family, how do you avoid pitfalls like higher taxes for your heirs - or family disputes? Gary & Gerald dive into this tricky topic on this week's episode. Need help with your family's plan? Find more resources at www.MattsonFinancial.com.  ..read more
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