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...
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BROWSE VIDEOS BY TOPIC... Social Security 401k Retirement
Should I contribute to my 401k or Roth 401k in my 60s?
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...
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Will my taxes be higher or lower in retirement?
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....
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Should I Claim Social Security at Age 67 or 70? 3 Cases Age 67 May Be Better!
Should I claim Social Security at age 67 or 70? This is a discussion we have with clients all the time and it’s critical because...
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How to get more tax-free money and income for retirement
Without that steady income stream from work, people most commonly rely on their investments. Depending on where you’ve been saving, your money will likely come...
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4 Tips Get the Most Out or Your 401k Plan & Maximize Your 401k Money
Your 401k is likely your biggest savings tool for retirement and depending on how you manage it could be the difference in retiring early, retiring...
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Can I work and Collect Social Security at the same time? What are the rules? Are there deductions?
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...
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3 Important Gaps to Fill to be Ready for Retirement!
Before you retire, there are three important gaps that you need to have filled to help you enjoy retirement and live with confidence.
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Does it make sense to convert my 401k & IRA to a Roth IRA while still working?
The decisions you make today could potentially save or cost you hundreds or thousands of dollars in retirement and a Roth conversion is one of...
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Will Social Security Run Out? When Should I File for Social Security 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...
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How Retirement Income Gets Taxed & 5 Strategies to Help Reduce Those Taxes
May 25, 2021
As you tally up what your income in retirement may look like (or already is), don’t forget to account for taxes. This video discusses how some of your primary sources of retirement income are taxed and 5 strategies to help reduce those taxes and keep more of your income with you vs. going to the IRS.
Want to Retire Early? 5 Areas to Have Covered
May 18, 2021
Thinking about retiring early? Looking to get a jumpstart on that “bucket list”? Maybe you are just tired of the workforce and ready for independence. We’ve helped others, just like you, towards that same goal and there are 5 areas that you will want to make sure you have covered if retiring before age 65.
Your 401k – How do you use it? What are the 401k withdrawal rules?
May 13, 2021
Your 401(k) may be one of your biggest retirement savings tools. But, how do you use it? At what age can you take a withdrawal? What if you wish to take control of your funds instead of leaving it at your employer? In this video, we cover those subjects along with other 401(k) withdrawal rules.
Capital Gains Tax – How to Help Avoid or Reduce Capital Gains Tax
May 11, 2021
Do you have non-retirement asset(s) that have appreciated in value? Maybe stocks? Property? A Business? Well, don’t forget you might owe the IRS on your appreciation, or gains, when you sell the asset. The Capital Gains Tax. With planning, you may be able to reduce or eliminate this tax and keep more of your gains in your pocket.
Tax Planning – What is it? Why is it important? 3 Tax Planning Strategies for Savers and Investors
April 19, 2021
Do you know what one of your biggest expenses may be in retirement? Taxes! In this video I talk about the difference between Tax Preparers and Tax Planners (and why you might need both!), what tax planning is and why it is important, and the strategies you can consider.
401k vs Roth 401k – Which is Better? Which should you contribute to?
April 19, 2021
Is it better to contribute to the 401(k) or Roth 401(k)? The Roth 401(k) could offer great benefits like tax-free growth & future tax-free income. But which is more tax-efficient for you and your future? In this video I talk about the differences between the 401(k) vs. Roth 401(k) and which may be better for you to save in.