What Happens to a 75 Year Old With a $500,000 IRA Who Takes the RMD in January vs December vs Monthly
On the April 21, 2026 episode of Ask An Advisor With Wes Moss, a listener named Scott asked…
Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It
Wes Moss told Clark Howard listeners something most retirees never hear from their insurance broker or their financial…
Early Retirees Face a Dangerous Choice, Says Wes Moss: Bonds in IRAs or Access to Cash
On the May 19 episode of The Clark Howard Podcast, financial planner Wes Moss answered a question from…
Wes Moss’ $1.6 Million Portfolio Rule Quietly Beats Government Pensions for Affluent Retirees
Quick Read If a $50,000 pension is worth $1 million in bond-equivalent wealth, then a $1.6 million portfolio…
Your Pension Is Worth $1.6 Million in Bonds
A federal military pension paying $40,000 annually per spouse equals $1.6 million in bond-equivalent wealth when divided by…