The Good Financial Cents Show w/ Jeff Rose, CFP®

Not knowing this tax strategy could cost you big bucks if you own stock in your retirement account.  Net Unrealized Appreciation (NUA) can save you thousands and thousands of dollars if implemented correctly.

Direct download: GFC_094_NUA.mp3
Category:general -- posted at: 11:03am CST

A retirement dress rehearsal is important because it will be your first chance to see if you can actually live on your expected retirement income - and give you time to fix it if you can’t.

Direct download: GFC_093_Retirement_Dress_Rehearsal_.mp3
Category:general -- posted at: 9:04am CST

Rolling over your 401k seems simple enough, right?  In some situations it can be.  In others, rolling over to soon could cost thousands of dollars.  Here's 9 dangers you need to know before you roll over your 401k.

Direct download: GFC_092_401k_Dangers_.mp3
Category:general -- posted at: 1:15pm CST

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