Show Notes ‘How Secure is Employment at Older Ages?’ – Urban Institute ‘How Today’s Retirees are Financial Fairing in Retirement’ – TransAmerica ‘If You Plan on Retiring Soon, Take a Test Drive’ – The Wall Street Journal What NOT To Do In Retirement – Transcript Tom Mullooly: In episode 133, we’re going to talk… [Read More] What NOT To Do In Retirement
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_249.mp3Subscribe: Android | RSSIn Ep. 249 of the Mullooly Asset Podcast, Brendan and Tom talk about a couple of important different topics. They begin by giving some important notes about filling out the FAFSA, talk about a key flaw they found in an experience with a tax preparer, and the importance of hanging on to… [Read More] Important Tips for Filling Out the FAFSA
In Ep. 132 of the Mullooly Asset Show, Tom talks about a topic some advisors take for granted. He breaks down the steps involved in rolling over a former workplace retirement account like a 401(k), 403(b), or 457 deferred compensation account. This is something advisors deal with everyday, but something most individuals only deal… [Read More] How to Roll Over a 401(k)
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_248.mp3Subscribe: Android | RSSIn Ep. 248 of the Mullooly Asset Podcast, Brendan and Tom talk about a great post from our friend Ashby Daniels. Ashby collected a handful of really useful, telling charts about retirees and people nearing retirement. Tom and Brendan add their own two cents on the matter, and make it a conversation… [Read More] Ep. 248: Key Information for All Retirees
Mullooly Asset Show Ep. 131 A phrase we hear often in the office is “I’ll let my accountant figure that out”. In the past, accountants could potentially find unique ways for clients increase their write-offs and other taxable events. That is almost entirely a thing of the past now-a-days. When we hear people use… [Read More] Don’t Make This Accounting Mistake
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_247.mp3Subscribe: Android | RSSIn Ep. 247 of the Mullooly Asset Podcast, Brendan and Tom talk about a few articles that touch on the topic of withdrawal rates from retirement accounts. There are a lot of answers to the question “what is the best withdrawal rate?” Brendan and Tom try to break it down as simply… [Read More] What is a Safe Withdrawal Rate in Retirement?