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Tag Archives: Ryan Shumaker

Name: FINDING HIGHER GROUND: Forgotten Treasures of Kansas City”
Start: 2022-5-6T00-00-00-00
End: 2022-7-2T23-23-59-00
Location: Harris-Kearney House Museum

How to avoid the new tax increase on retirement accounts

April 17, 2021 Finances

Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement accounts (like 401(k)s, 403(bs), TSPs, IRAs, etc.). The only ones excluded from ...

What is the ‘7% guaranteed’ annuity myth?

March 7, 2021 Finances

One of the most common things I hear from people who own or have been pitched an annuity is the belief that the annuity will “earn 7% guaranteed.” Usually this is due ...

The new $15.7 billion tax on retirement accounts

February 6, 2021 Finances

We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out there, and with the recent passage of the SECURE Act things are ...

Who believes in the S&P 500 rally?

September 7, 2020 Finances

Last month the S&P 500 reached a new all time high. Crazily this has come at the same time that retail investors have been piling out of mutual funds and ETFs at ...

Who’s gonna pay for the ‘free’ lunch

August 16, 2020 Finances

The saying “there’s no such thing as a free lunch” has been attributed to many people over the years. Someone must produce and someone must pay for what we consume. There has ...

The RMD Holiday

April 26, 2020 Finances

The RMD Holiday – We said last month that retirees are one of the highest and most unfairly taxed groups out there and stressed the importance of tax reduction planning when it ...