Are we on the brink of a retirement renaissance or stormy seas ahead? In this episode, we jump into the pressing issues of Social Security, taxes, and the stock market. Whether you’re an eternal optimist or cautious pessimist, this episode will equip you with perspectives to plan your retirement years with confidence as we ask the longstanding question, “is the glass half full or half empty.”
In today’s video, we’re going to talk about seven tax and financial strategies that you should consider before the end of the year. Whether you’re still working or already retired, the strategies we discuss today will help put you in the best position possible now and in the future.
More and more people are ready to retire so it’s not uncommon for someone to ask us if they can retire next year. That’s not an easy question to answer on the surface, but if you’re able to solve for this one thing first, it will help you know if you’re ready to retire.
In this video, we will discuss whether it’s better to contribute to a traditional 401k or a Roth 401k when you’re in your 60s by talking about the factors you need to consider.
In this video, we’ll help you get a better idea of how you can determine whether your taxes will be higher or lower in retirement. We’ll also tell you why paying attention to these savings contributions now could potentially help you save thousands of dollars later on.
Today we’re going to talk all about the rules around working and collecting Social Security. Everything you need to know will be laid out in this video and Scott will tell you whether or not you can expect deductions from your benefits.
Is Social Security running out of money? Should you go ahead and claim your benefits as soon as you’re eligible just in case it runs out?
In this video, we’re going to talk about factors to consider and strategies to utilize to lower the amount of tax you’re going to owe so that you can keep more of your hard-earned money in your pocket. No one wants to give more to the IRS than they have to and we’re going to talk about ways to do that.
Which account should you take your money from first when you retire? That’s a question we get all the time when meeting with new people, and depending on what you do, it could either save you or cost you thousands of dollars in retirement income in taxes.