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Four Types of Non-Taxable Retirement Money. Retirement Planning Plus Tax Planning.
https://youtu.be/StDu-emY09E To avoid being surprised by how much you have to pay in tax when you retire, remember that the tax strategy for your investment accounts is just as important as the investments in those accounts. The type of strategy I'm thinking about impacts your retirement in a big...
Two Retirement Roadblocks Stopping You From Your Successful Retirement. The Problem with Most Advisors
https://youtu.be/O5n8JSPW7iQ There are two big things working against you as you begin to create your perfect retirement plan. But they’re not what most people think. In this post, I'm going to go over these roadblocks and what you can do to make sure it doesn't happen to you. First Roadblock:...
Increasing The Value Of Your ROTH IRA Even After You Retire? ROTH IRA Strategy And Planning.
https://youtu.be/TLlIeeuOHVU A common desire among newly-retired folks is, I wish I had started saving in my ROTH earlier. ROTH IRAs can be a tax-advantage savings vehicle to allow tax-free growth, and tax-free withdrawals, if the requirements are met. Compare that to a traditional IRA where every...
The Five Stages Of Retirement. Retirement Planning Success And Fulfillment.
https://youtu.be/1KMNQCWEsrU There are five stages of retirement and we’re going to outline all of them in today’s post. Whether you're in retirement now, you're about to retire, or you're still years off, knowing what to expect is going to help you. If you can prepare and plan ahead, you'll have...
Retirement: The First Year. What To Expect. Advice and Tips From Those Who Recently Retired
https://youtu.be/hHoQ0SWXKlk I sometimes ask successful retirees: what advice would you give to those who are nearing retirement. And then I share those nuggets of wisdom, and also things to avoid, with people who are nearing their own retirement date. Recently I came across a Business Insider...
Social Security: Good News For Those Claiming Social Security Benefits While Working This Year
https://www.youtube.com/watch?v=6R87vGgNitE If you claim Social Security and continue to work, your monthly benefits could be reduced or withheld from you entirely. This happens for those who are working and under their full retirement age. But now that it's 2021, if you work and claim Social...
Financial Independence Planning. Not Retirement Planning.
https://www.youtube.com/watch?v=odGbBdALSso Reframing how you think about retirement can make a big difference in the way that you plan for your future. A lot of people don't like the term “retirement” because it conjures up thoughts of old folks’ homes, or of sitting on a wicker rocking chair on...
Roth Conversion Sweet Spot. Important Roth IRA Conversion Tax Strategy.
https://www.youtube.com/watch?v=xW-kpI8wO34 Today I'm going to share a Roth conversion sweet spot that many people are using to get more money into their Roth IRA while paying the least amount of tax. As you may know, one of the advantages of having a Roth IRA is growing your money tax-free...
Smaller IRA Required Withdrawals Coming Up. Changes to Required Minimum Distributions and Retirement.
https://www.youtube.com/watch?v=ggRmQJKdFSk&feature=youtu.be When you reach age 72, you're required to withdraw money from your tax-deferred accounts, whether you want to or not. These accounts include your IRA, your 401k, and any other tax-deferred accounts you may have. The reason why we...