Roadmap to Retirement by Thrive Financial Services

Required Minimum Distributions: a required minimum distribution, that's something when you turn age 70 and a half in the United States, you're typically required to take money out of your traditional IRA or 401(k), some type of retirement plan that you have set up other than a Roth IRA. Why can that derail your retirement? Because people might not realize that it's taxed as income and what effect...

It's that time of the year to start to understand that and to start itemize that, figure that out, and start to create those bullet points and those areas that you want to focus on as we rap of 2017 and look towards 2018.

We're in interesting political times, interesting economic times, and as we meet with folks, one of the big things people are obviously trying to figure out is what's gonna happen with this stock market.

So the word annuity just brings up, some people think it's the most evil thing that's ever been created on the face of the earth, there's people who advocate for it dramatically and think it's the greatest thing that's ever been created, and what I try to share with people, and again our show is based on education right, we want to be advocates, we want to educate, we want to start conversations,...

The news is conversation about the proposed tax changes and what's going to take place, what will I do, what do the changes mean?

Studies have consistently shown that people getting ready for retirement don't have an accurate sense of how much money they're actually going to receive from Social Security. If you're one of those people and you overestimate the program's generosity, you could end up with some real problems in your retirement budget. So today, we're going to try to help and clear up some of those few misconcepti...

There's also a lot of misinformation out there today. The government has made some changes that Bret will address related to the benefit choices that you can take with Social Security. But there still are some election choices that are available that people that don't think that ... both financial advisors, financial professionals, and consumers think that they're completely gone, and that's not t...

We've been in business collectively for over 30 years. Owners Bret Elam & David Bezar describe who they are, who Thrive is, and how it came to be. Our mission, our goals, and why we do what we do.