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Jan 27, 2020

Recently an AARP study revealed some jarring numbers: Americans who are 50-and-older make up just 35% of the population…but they pay 59% of all the federal income taxes! On this episode, Abe explains how he helped a couple make changes to be much more efficient with their retirement tax strategy. Plus, the story...


Jan 20, 2020

At the end of 2019, Congress passed, and President Trump signed the SECURE Act, which will inevitably affect most retirement savers in some way. Is this good or bad for your retirement? On this episode Abe explains how this is already impacting his clients and clarifies what the changes in the required minimum...