by Randy Luebke | Feb 4, 2020 | 1-Financial Independence Planning, 1-Optimize Everything, 3-Estate Planning, 4-Invest for Independence, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements
The Smart Income Independence Planning Newsletter How to Receive Early Distributions from an IRA Without Penalty When most people think of taking money out of a non-Roth IRA (Individual Retirement Arrangement), they think of the 59½ rule. What’s the 59½ rule? It...
by Randy Luebke | Jan 16, 2020 | 1-Optimize Everything, 3-Estate Planning, 4-Invest for Independence, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements
The Smart Estate Planning Newsletter Controlling Your IRA Assets from the Grave Protect IRA Assets from Your Children’s Poor Decisions More and more wealth over the coming years will transfer between generations as our population ages. Investment News stated...
by Randy Luebke | Jan 6, 2020 | 1-Optimize Everything, 4-Invest for Independence, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
The 4×4 Financial Independence Plansm Essential Element #1 – Income Planning The 4×4 Financial Independence Plan sm is a unique and proprietary system. At its core, it is a very simple and easy to understand system. Yet, as you dig deeper into the...
by Randy Luebke | Jan 2, 2020 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements
Retirement Planning Why Financial Plans from 30 Years Ago Failed Financial planning is not a new phenomenon. It’s been around for 50+ years. While financial planning has been around a long time, the question is whether most financial plans accomplished the goals...
by Randy Luebke | Jan 1, 2020 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
Happy New Year to you and your family! I hope the last several weeks have been merry and festive, leaving you recharged to move full steam ahead into the new decade! Today, I have prepared a very handy reference card to help with your finances for the rest of the...
by Randy Luebke | Dec 16, 2019 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, Blog Posts, Financial Edification, The 4 Essential Elements
Key Guideline 2019 Last Chance Financial Checklist Shape up your personal finances for a great year-end! Enclosed is your 2019 Last-Chance Checklist. We call this checklist “Last Chance” because it reminds us to take a look at some areas – like taxes,...
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