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Boca Retirement Strategies, Inc.
США
Добавлен 9 янв 2022
Hi, we're Boca Retirement Strategies. Our goal in life is to watch our clients build a life of financial freedom, retire successfully and stress-free, and with more money and fewer taxes.
Protect Your Legacy with Roth Conversions
SCHEDULE A CALL: bocaretirement.com/contact-us/
In this episode, Hunter Brockway, founder of Boca Retirement Strategies, explains how Roth conversions are a powerful tool for saving on taxes, benefitting your spouse, and protecting your legacy.
By converting tax-deferred savings into Roth accounts, your investments can grow tax-free, ensuring long-term financial security for you and your heirs. Learn how to make timely Roth conversions to avoid hefty taxes and safeguard your retirement funds.
For personalized financial advice, visit BocaRetirement.com or email contact@BocaRetirement.com.
00:00 Introduction to Roth Conversions
00:25 The Importance of Roth Conversions for Your Spouse and Legac...
In this episode, Hunter Brockway, founder of Boca Retirement Strategies, explains how Roth conversions are a powerful tool for saving on taxes, benefitting your spouse, and protecting your legacy.
By converting tax-deferred savings into Roth accounts, your investments can grow tax-free, ensuring long-term financial security for you and your heirs. Learn how to make timely Roth conversions to avoid hefty taxes and safeguard your retirement funds.
For personalized financial advice, visit BocaRetirement.com or email contact@BocaRetirement.com.
00:00 Introduction to Roth Conversions
00:25 The Importance of Roth Conversions for Your Spouse and Legac...
Просмотров: 41
Видео
Top 4 Retirement Mistakes to Avoid for a Stress-Free Retirement
Просмотров 177День назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ Hunter Brockway of Boca Retirement Strategies discusses the four most common mistakes retirees make: overpaying in taxes, neglecting to establish beneficiaries or an estate plan, improper handling of 401k rollovers, and overconfidence in personal financial planning. He offers solutions and invites viewers to get a free, personalized tax-smart reti...
Your Essential Retirement Checklist: Simplify Your Path to a Stress-Free Retirement
Просмотров 2214 дней назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ Join Hunter Brockway, founder of Boca Retirement Strategies, as he walks you through a comprehensive checklist to ensure a successful and stress-free retirement. Learn how to set clear goals, handle healthcare decisions like Medicare, review your beneficiaries and estate plan, update retirement income guardrails, manage withdrawal frequencies and ...
Election Years and Market Trends: What to Expect
Просмотров 1521 день назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ Hunter Brockway, founder of Boca Retirement Strategies, discusses the impact of election cycles on markets over the past ten cycles. He explains that markets historically show volatility and a downward trend leading into elections, with a positive trend following once uncertainty decreases, regardless of election outcomes. In addition, Hunter intr...
Should You Buy Real Estate inside Your IRA?
Просмотров 47Месяц назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ Hunter Brockway, founder of Boca Retirement Strategies, discusses the complexities and potential pitfalls of purchasing real estate within an IRA. He shares stories of financial missteps, clarifies IRS rules on holding physical assets in an IRA, and offers considerations for investing in property through a self-directed IRA. Brockway emphasizes th...
Navigating the TCJA Sunset: What You Need to Know for Tax Planning in 2025
Просмотров 166Месяц назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ n this video, Hunter Brockway, founder of Boca Retirement Strategies, delves into the impending 2025 sunset of the Tax Cuts and Jobs Act (TCJA) and its significant implications for individual, corporate, and estate taxes. This comprehensive guide covers potential changes to marginal income brackets, standard and itemized deductions, Alternative Mi...
How Running an S Corporation Impacts Your Retirement and Social Security
Просмотров 27Месяц назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ Join Hunter Brockway, founder of Boca Retirement Strategies, as he explains how operating an S Corporation can affect your retirement and Social Security benefits. T his episode covers the differences in retirement planning for W-2 employees and S Corp owners, highlights various retirement plan options for small business owners, and gives crucial ...
Top 5 Medicare Mistakes to Avoid in Retirement Planning
Просмотров 119Месяц назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ Hunter Brockway, founder of Boca Retirement Strategies, shares essential insights on avoiding five common Medicare mistakes. Explore the costs and options of Medicare, understand the penalties for late enrollment, the importance of a prescription drug plan, the need for annual coverage review, and the impact of pre-existing conditions. Learn to na...
Retirement Income Planning Made Easy: Stress-free Tips
Просмотров 362 месяца назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ Join Hunter Brockway, founder of Boca Retirement Strategies, as he shares essential tips for achieving a successful and stress-free retirement. Learn how to effectively plan your retirement income, manage market fluctuations, and make informed spending decisions. Discover strategies like the 'minimum dignity floor' and the 'buckets and guardrails'...
How to Choose the Right Financial Advisor for Your Needs
Просмотров 502 месяца назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ Hunter Brockway, founder of Boca Retirement Strategies, explains how to select a financial advisor who meets your specific needs, covering the differences between financial planners and advisors, the importance of fiduciary responsibilities, and various fee structures. He emphasizes the need to match the advisor's services to your financial goals ...
The Reality of Buying Gold for Your Retirement Portfolio
Просмотров 252 месяца назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ In this episode, Hunter Brockway, founder of Boca Retirement Strategies, explores the idea of buying gold at Costco and the potential pitfalls of including physical gold in your retirement portfolio. He emphasizes the importance of diversification and explains why relying solely on gold is not ideal for maintaining purchasing power and growing leg...
Safeguard Your Legacy And Beneficiaries With Estate Planning
Просмотров 262 месяца назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ Join Hunter Brockway, founder of Boca Retirement Strategies, as he walks you through the crucial steps of an estate review to ensure your hard-earned dollars are distributed according to your wishes. This comprehensive guide covers the importance of wills and trusts, updating documents, appointing beneficiaries and executors, and the significance ...
Beware of the Latest Venmo Scam: Stay Safe with These Tips
Просмотров 333 месяца назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ In this episode, Hunter Brockway, founder of Boca Retirement Strategies, warns about a new scam involving Venmo and similar instant electronic payment platforms. He explains how scammers trick users into returning money by pretending to have sent it by mistake. Brockway shares key steps to protect yourself from falling victim to these types of sca...
How to Master the Backdoor Roth IRA
Просмотров 2593 месяца назад
SCHEDULE A CALL: bocaretirement.com/contact-us/ In this episode, Hunter Brockway, founder of Boca Retirement Strategies, explains the intricate process of executing a backdoor Roth IRA conversion. Emphasizing the importance of properly reporting tax strategies to the IRS, Wunder highlights key steps including avoiding pre-tax dollars in IRAs, utilizing form 8606, and adhering to timing guidelin...
Top 7 Regrets of Retirees and How to Avoid Them for a Stress-Free Retirement
Просмотров 4,2 тыс.3 месяца назад
Top 7 Regrets of Retirees and How to Avoid Them for a Stress-Free Retirement
How to Protect Your Inheritance: Must-know Tips And IRS Regulations For Retirement Accounts
Просмотров 663 месяца назад
How to Protect Your Inheritance: Must-know Tips And IRS Regulations For Retirement Accounts
Becoming A Retirement Pro: Understanding Active Vs. Passive Investing Strategies
Просмотров 204 месяца назад
Becoming A Retirement Pro: Understanding Active Vs. Passive Investing Strategies
How Much Money Do You Really Need to Retire? Comprehensive Guide to Retirement Planning
Просмотров 4134 месяца назад
How Much Money Do You Really Need to Retire? Comprehensive Guide to Retirement Planning
Is A Reverse Mortgage The Key To An Enjoyable Retirement?
Просмотров 284 месяца назад
Is A Reverse Mortgage The Key To An Enjoyable Retirement?
Invest In Your Health Now For A Happy, Stress-free Retirement!
Просмотров 664 месяца назад
Invest In Your Health Now For A Happy, Stress-free Retirement!
Why Should I Use a Health Savings Account (HSA)?
Просмотров 235 месяцев назад
Why Should I Use a Health Savings Account (HSA)?
How To Get The Most Out Of Your Social Security Benefits
Просмотров 9675 месяцев назад
How To Get The Most Out Of Your Social Security Benefits
Is Real Estate Income A Smart Retirement Investment?
Просмотров 495 месяцев назад
Is Real Estate Income A Smart Retirement Investment?
Don't Make These 12 Common Retirement Planning Mistakes!
Просмотров 855 месяцев назад
Don't Make These 12 Common Retirement Planning Mistakes!
Avoid These Top 10 Rmd Mistakes For A Stress-free Retirement!
Просмотров 2205 месяцев назад
Avoid These Top 10 Rmd Mistakes For A Stress-free Retirement!
Boost Your Tax Savings: How Hiring Your Child Can Help You Maximize Returns
Просмотров 246 месяцев назад
Boost Your Tax Savings: How Hiring Your Child Can Help You Maximize Returns
How to Build A Balanced Retirement Portfolio
Просмотров 356 месяцев назад
How to Build A Balanced Retirement Portfolio
Is The Roth Conversion Right For You?
Просмотров 5407 месяцев назад
Is The Roth Conversion Right For You?
Unlock Your Potential For Massive Returns With Early Investing!
Просмотров 297 месяцев назад
Unlock Your Potential For Massive Returns With Early Investing!