Money Series

01/20/2023

Ask the Money Series by privately emailing [email protected] or simply posting below. Your question just might help someone else, too!

I’m really confused about my IRA distributions, as shown on Form 1099-R. Did my brokerage firm make a mistake or did I do something wrong?

06/12/2020

Watch Jason P. Tank, CFA to learn how to use your IRA as a charitable tool after the new tax law’s changes.

Watch Jason P. Tank, CFA to learn how to use your IRA as a charitable tool after the new tax law's changes.

05/22/2020

Watch Jason P. Tank, CFA, founder of the Money Series, to learn about the latest financial scams affecting seniors and how to prevent you or your loved one from becoming the next victim of financial fraud and abuse.

05/20/2020

Check out the video replay, New Tax Law, Revisited recorded this past February.

Watch Jason P. Tank, CFA provide a review and update of the new tax law, including the SECURE Act, and learn how it affects you and your planning.

05/01/2020

Check out Andi Dolan of Traverse Benefits as she speaks for the Money Series about the cost of health care in retirement.

Watch Andi Dolan of Traverse Benefits to learn about the financial planning challenges and various options you have to meet your health care costs during your retirement years.

03/12/2020

In recognition of the recommended public health response related the coronavirus outbreak, we are cancelling the remaining Money Series events for March and April. We are looking forward to our fifth season starting in October 2020 through April 2021.

02/03/2020

10/22/2019

Watch the video replay of Andi Dolan's Money Series talk on Medicare, Medigap and Medicare Advantage. Thank you for your expertise, Andi Brenizer Dolan

Watch Andi Dolan of Traverse Benefits to better understand Medicare and discover the key differences between a Medicare Supplemental insurance policy (a.k.a. Medigap) and a Medicare Advantage policy.

10/16/2019

Join us Leland Township Public Library to learn about the magic age of 70 1/2 and how your IRA becomes subject to Required Minimum Distributions

Learn about the magic age of 70 1/2 and how your IRA becomes subject to Required Minimum Distributions