2018 Tax Plan: Help or Hindrance?

RMD's - What are they and Why you need to Know

According to Investopedia, a RMD, Required Minimum Distribution is that traditional, SEP or SIMPLE IRA owners and qualified plan participants must begin withdrawing from their retirement accounts by April 1 following the year they reach age 70 1/2. The retiree must they withdraw the RMD amount each subsequent year based on the current RMD calculation. MWA advisor, Alan Mercurio, walks you through the steps of on how to calculate the amount, how to address the ascociated taxes, and that possibly what to do with it,

2018 Tax Plan: Help or Hindrance?

On this episode of the No BS Retirement Network, Alan breaks down some of the pros and cons on the 2018 Tax Plan. No politics, only facts. New rules may help, or hinder your prep. Where will you fall? Where will you land?

Building a Perfect Plan

Mercurio Wealth Advisor, Alan Mercurio discuses how to lean away from your friend's hot tip and focus on The Retirement Pyramid. Your retirement lifestyle is not based on your rate of return on your investments but on the rate of income on your investments. The base will consist of protected income - life insurance, homeowner insurance, long-term care policies. The next middle level will include - guaranteed income like Social Security, company pension, portfolio dividends. The top level of the pyramid will gather your investments and continued growth of your portfolios in the stock markets.

Should You Have a Long-Term Care Plan?

MWA Advisor, President, and Founder, Alan Mercurio covers a widely discussed question, "Should I have a long-term care plan?" He will cover how to start the conversation and the start planning. It begins with a survey of your lifestyle and family history. -What is your expected longevity - how old were your grandparents when they passed? -Are there any hereidtary health risks that can become apparent? -How do I make my money last and plan for long-term care in retirement? -How long do I plan to be retired?

What is the MWA Retirement Toolkit?

At MWA, education is always are the forefront of everything we do. The more our clients know and understand the retirement planning process, the better they are equipped to make decisions regarding their future plans. Alan delves into the most basic questions when starting out on this journey. 1) Will I Have Enough Income? 2) What is an Annuity? 3) 5 Missteps to Dodge You can download your free toolkit at www.mercurioadvisors.com