Videos
Planning for retirement can be overwhelming with several factors to consider like investment choices, income taxes, health insurance and more. Jeff and Erin Lapidus simplify retirement planning through practical advice and coaching sessions to help you prepare. Start learning more about top concepts with our educational videos.
Reverse Engineering
Have you recently inherited an IRA? Here is Jeff's favorite fool proof way to make the most of your money.
Understanding Health Insurance Policies
We help you find the right health insurance plan to cost-effectively meet your needs and supplement your medical coverage.
Employee Medicare Enrollment FAQ's
Erin Lapidus specializes in Medicare enrollment for retiring employees and individuals. See how she can help today, here.
What to do with Annuities
Short story; the account owner is taxed at his or her income tax rate on the amount of the withdrawn RMD. However, to the extent the RMD is a return of basis or is a qualified distribution from a Roth IRA, it is tax-free.