With Phil Capriotti.
Sundays from 9:00 – 9:30 am on KTBC-FOX Channel 7.
Sundays from 10:30 – 11:00 am on NBC-KXAN Channel 36.
Your ultimate resource for expert insights, strategic advice, and the latest updates in the world of Individual Retirement Accounts (IRAs).
If you take a distribution from your traditional IRA, in most cases you will owe taxes. The government wants to be sure those taxes are paid, so IRA distributions are subject
QUESTION: I inherited a traditional IRA from my mother in 2024. She passed before her required beginning date (RBD.) I know that I fall under the 10-year rule. The question is, do
Workplace retirement plans – like a 401(k) – can hold different types of dollars. Typically, a 401(k) will have a pre-tax bucket and a Roth bucket. Occasionally, a plan will have
If you are making student loan repayments, you should ask your employer if it will match those payments in the company’s retirement plan. The SECURE 2.0 Act allows for matching contributions
Question: Can I roll over a Roth 401(k) to an existing Roth IRA or does it need to be in its own separate account? When does the 5-year holding period begin
The new required minimum distribution (RMD) rules recently issued by the IRS include some good news for trusts named as retirement account beneficiaries. A documentation requirement (that tripped up many trustees
Your go-to source for timely and insightful analysis of the financial markets. Our weekly updates are designed to keep you informed and equipped to make sound investment decisions for your retirement portfolio.
Markets bounced back nicely in the second week of September. It was an intriguing week of trade with several undercurrents to consider. The first and likely only Presidential debate between Harris and
-Darren Leavitt, CFA Global equity markets tumbled due to economic growth concerns as the US Treasuries extended their gains from August. The holiday-shortened week started with weaker-than-anticipated manufacturing data out of China,
-Darren Leavitt, CFA The final week of August was all about NVidia’s second-quarter earnings results and the Fed’s preferred measure of inflation, the PCE. Expectations for NVidia’s earnings were so high that
US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic Symposium. In fact, the bulk of the gains were
Markets reversed course last week as investors reassessed the economic narrative of a recession. Better-than-expected inflation data, alongside a robust reading of Retail Sales and a pullback on Initial Jobless Claims, tempered
Wow, what a week for global financial markets. A rollercoaster ride for investors continued throughout the week as multiple narratives ricocheted off prior expectations. Crowded trades coupled with weaker-than-expected economic data in
Your essential guide to staying informed and making smart decisions for your financial future. Our newsletter is crafted to deliver the latest financial insights, strategic advice, and important updates.
Saving and investing early, often, and continuously throughout your entire working career is absolutely critical to securing your financial future in retirement. Making contributions to your 401(k) or IRA provides tax benefits,
Three significant 401(k) plan changes coming in 2025 are worth paying attention to, regardless of when you plan to retire, whether you work full-time or part-time, or whether you even have a
Big changes are coming to retirement savings in 2025. The shifts in retirement planning come after Congress passed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) in 2019 and
If you claim benefits early, income from work can reduce your monthly payments “Retirement” used to be synonymous with “not working.” Not anymore. More than a quarter of U.S. adults ages 65
Investors should expect volatility but also try not to overreact to news. To prepare, focus now on tax minimization, protecting your portfolio and more. In times of great change, it is only
For older parents of adult children with disabilities, focus stays on caring for kids Jeanne Piorkowski looks forward to having more time in retirement to navigate the dense bureaucracy of forms, benefits
Expensive medications? You’ll save thousands. Dementia or mental health care? More options Key takeaways Changes from Inflation Reduction Act will take effect next year. Lower out-of-pocket limit in Part D drug plans
Today, Medicare Advantage delivers affordable, high-quality care to more than 33 million seniors and people with disabilities, with better health outcomes than Fee-for-Service Medicare (FFS). One of the most effective ways to
There’s no age limit on exercise – physical activity is for everyone! In fact, as you get older, physical activity becomes an even more important part of your overall health. According to
Monitoring your oral health isn’t just about good teeth: it can give insight into your overall health. There are many reasons why it’s important that you visit your dentist regularly. Dental health
Mental health is a critical part of overall health. Conversations on the topic of mental health were rare when the baby boomer generation was young. Today, the topic is far more accepted.
5 steps to taking care of what matters most: You The Annual Enrollment Period (AEP) is the time of year when you can decide to stick with your current health plan or
With Phil Capriotti.
Saturdays from 7:00 – 7:30 am on KLBJ 590 AM and 99.7 FM
Saturdays from 8:00 – 8:30 am on THE BRIDGE Austin 101.1 FM and 1120 AM
Specializing in private wealth management, we provide education, guidance, and strategies to help you achieve a tax-efficient retirement income.
Investment advisory services offered through Donato Wealth Management, PLLC, dba Empower Wealth Management (“Empower Wealth Management” or “EWM”),
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