In This Video: Everyone wants to know when they will be able to retire. If it’s not the first question we get, it’s very soon...Watch Now
In This Video: Everyone wants to know when they will be able to retire. If it’s not the first question we get, it’s very soon
In This Video: Having the option to retire early is a great position to be in financially, but what does it take to reach that
In This Video: The Health Savings Account is one of the most important retirement accounts you can contribute to, but many people don’t realize the
In This Video: Investing strategies change over time depending on your needs and where you are in life. As you begin to approach that retirement
In This Video: There will come a time when every retiree will be required to withdraw money from their retirement accounts whether you’re ready to
Yes, you read that right. There are taxes on your Social Security benefits. How much? Well, that depends on your combined income. In this post and video, I discuss how to determine how much of your Social Security benefit is taxable. Also, potential ways to reduce the taxes on your Social Security benefit.
Should you be saving and investing in your company 401k for your retirement? If you pay attention to all aspects of the 401(k) account, you may not want to contribute all of your retirement savings into it. In this post and video, I discuss the advantages and disadvantages of a 401k and alternative strategies that you may want to consider.
Do you know what comes with a higher income? Most likely a higher tax bracket and a larger tax bill! Whether you are making an above-average income OR you have maxed out your retirement accounts and just wondering where to save in the most tax-efficient way, this video covers 11 tax strategies for high-income individuals to help reduce taxes and keep more of your hard-earned money with you and your family.
If you are age 50 or older, there are some key ages to be aware of that would potentially: Save you money; Allow you to save more money towards your retirement; Increase your income; and reduce your overall tax situation. In this video I cover 9 important ages to be aware of, why the age is important, and strategies that may be available to you at those ages.