The full story on RMDs

Adam Wolf and co-host Doug Turnbull define required minimum distributions. Adam explains not only what RMDs are, but when people have to take them, how much they usually have to withdraw, and the penalties for not doing so. Adam also explains the tax strategies in taking these and why people need a…

What Roth IRAs are

Adam Wolf and co-host Doug Turnbull dig into the definition of Roth IRAs and the tax benefits of having those accounts. Adam explains the many pros of a Roth IRA but also the times that they do not work best for people. Adam also shares the four basic ways people attain those accounts. And Adam tal…

Year-end tax planning

Adam Wolf defines to co-host Doug Turnbull what year-end tax planning is. Adam explains maximizing Roth IRA contributions, converting certain accounts into Roths by the end of the year, taking required minimum distributions (RMDs), and tax-loss harvesting. Adam also talks about his Thanksgiving pla…

Jacksonville's Retirement Coach Trailer

Every retirement needs a successful game plan. Every successful game plan needs a strong coach. Adam Wolf of Wolf Retirement Navigation is stepping up to the plate on his new podcast, Jacksonville’s Retirement Coach with Adam Wolf, to bring you timely and informative retirement news straight to you…

Getting to know Adam Wolf

Wolf Retirement Navigation’s Adam Wolf and co-host Doug Turnbull talk about Adam’s background and his 25 years in finance. Adam describes the specialties of his firm and why retirement can be very tricky without a guide. Adam also discusses his involvement with two Jacksonville charities and how he…

Grading retirement in the U.S.

Adam Wolf and co-host Doug Turnbull discuss a recent Yahoo! Finance article about the U.S.’ C+ retirement grade from the Mercer CFA Institute Global Pension Index. Adam explains the factors that make retirement difficult and how the “three legs of retirement”: pensions, Social Security, and savings…