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).
When retirement account funds are on the move, things do not always go as planned. The best way to move these funds is to do so directly, but that may not
The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and deductible (pre-tax) funds, then each dollar withdrawn (or converted) from the IRA will contain a percentage of tax-free
Question: I am over age 59½ and have had a Roth IRA account for more than 5 years. Starting in 2025, I designated all of my contributions into my employer’s 401(k)
If you’re in a 457(b) plan and are nearing retirement, you may want to consider an often-overlooked rule that could allow you to defer twice the usual annual elective deferral limit
By Sarah Brenner, JD Director of Retirement Education The year 2025 has been a turbulent time for the economy. Whether due to job loss or persons seeking better investment opportunities in
By Sarah Brenner, JD Director of Retirement Education Question: I am age 85, and my wife is age 75. If I die first and my wife inherits my IRA, are the
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.
The S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week for Wall Street. A de-escalation of the Iran-Israel-US conflict happened on the
Despite there being plenty for investors to consider, the holiday-shortened week ended pretty much where it started. Israel and Iran continued to exchange missile attacks, while global leaders tried to find a
US markets advanced in an erratic week of trading. The S&P 500 ended the week above the 6000 level and is up nearly 24% from the April 7th lows. Investors continue monitoring
The holiday-shortened week was busy. Trade uncertainties continued to be on investors’ minds, with several trade stories hitting the tape throughout the week. News on Tuesday that President Trump had extended the
It was a busy week on Wall Street. The Dow Jones Industrial Index and the S&P 500 went positive for the year, catalyzed by the announcement that China and the US would
US financial markets were little changed last week as investors continued to weigh the implications of the Trump administration’s trade policies. A trade agreement between the US and the UK set a
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.
A wonderful retirement is the goal of many people, and you want it to come off without any major snags. But retirement plans always face challenges, whether it’s the volatility of
Retirement planning is rarely perfect. Life throws curveballs—health issues, market downturns, career changes—and even the most diligent savers can stumble along the way. If you’ve made financial missteps or feel unprepared as
Budgeting, saving and investing tips to help make your money last as long as you do No matter how diligently you’ve been saving for retirement, it’s hard not to worry about outliving
Take these steps when you receive a windfall Perhaps you are among the growing number of Americans fortunate enough to receive an inheritance. As older generations pass away and leave money
A quiet but important shift is happening in 2025: the full retirement age for Social Security is increasing again. If you were born in 1959, the change affects you directly—and if you
Say goodbye to second cars, warehouse stores and other no-longer-necessary expenses Retirement is a time to rethink some things: how we fill our hours and days, what we do for fun and
Medicare pays for a bulk of older Americans’ health care costs, but not all. And each year Medicare adjusts key costs that are paid by enrollees. I want to walk through Medicare
Finding a doctor you like and trust can be a long process, so I understand that it can be frustrating when your doctor no longer accepts Medicare. If your doctor has “opted
Does Medicare Cover Dental and Vision Care? Understanding Your Options Maintaining our vision, hearing, and dental health is important to living a healthy and independent life as we age. However, Original Medicare
They are separate programs, but the Social Security Administration handles enrollment and collects premiums for many on Medicare Social Security and Medicare are distinct programs serving older and disabled Americans, but they
Retirement can be one of the most fulfilling times in life, but getting there comes with its own set of challenges and learning experiences. While reflecting, there may be some tips and
Key Points While the Medicare Annual Wellness Visit is not mandatory, it is a 100% covered preventive service. The Annual Wellness Visit differs from the typical annual physicals you were used to
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.
Specializing in private wealth management, we provide education, guidance, and strategies to help you achieve a tax-efficient retirement income.
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