learn at your own pace

WAGU: Your Financial Learning Center

It’s time for a better approach to financial literacy, one that allows you to take charge of your finances in a way that aligns with your family’s goals. It’s time to learn at your own pace with WAGU: Your Personal Financial Learning Center, where you learn about topics that are important to you and your family.

All courses...
  • All courses...
  • Topics
  • General
  • Taxes for Retirement
  • Investment Strategies
  • Weekly Thoughts with Andrew Tang
  • Access restrictions
  • WAGU Exclusive
Weekly Thoughts with Andrew Tang

Weekly Thoughts with Andrew Tang

There's a lot going on out in today's markets. We've teamed up with Andrew Tang from Turner Financial Group to go over the top news in the markets and help bring you up to speed.

Each week, Andrew will review the top stories, stats, and information that are affecting the markets and economy.

Required Minimum Distributions: Required IRA Exit Strategy

Required Minimum Distributions: Required IRA Exit Strategy

By the time you retire, your IRA, 401(k), and/or 403(b) may represent your largest tax liability by far.

This money has never been taxed, and the IRS will no longer wait for those taxes to be paid. This is when Required Minimum Distributions (RMDs) begin, but you don't have to be blindsided by the taxes that come along with them.

In this course, you'll learn all about RMDs, from what they are, when they start, and how you can better prepare yourself for this retirement chapter.

Taxes in Retirement

Taxes in Retirement

Today we will be discussing how to be more tax efficient in retirement.

The goal of our session is to turn chaos into clarity and shed some light on the different retirement income streams, how they affect your yearend taxes, and how to get the most out of your retirement.