Видео 76
Просмотров 4 867

2:53

OPERS Retirement Estimate - Overview

4:39

Roth Conversions for Retirees

3:03

Roth Conversions for Active Workers

4:00

Retirement Summary Breakdown STRS

2:27

Qualified Charitable Distribution

2:13

Social Security Retirement Estimate - Overview

Former STRS Ohio employee, Todd Gourno, CFP®, teaches you about the retirement payment options offered by Social Security. Too often members make this irrevocable decision based on what other members do and not based on what they should for their family. Todd lays the groundwork for a basic understanding of each payment option before he goes into more detail on other videos.

Видео

2:53

Q4 Update

Просмотров 2014 дней назад

Brief Update on Q4 and what is instore for Three Creeks Future.

4:39

OPERS Retirement Estimate - Overview

Просмотров 1814 дней назад

In this video, we break down the key components of an OPERS retirement estimate, giving you small bits of insight to help make navigating this easier for you! For more information visit: www.3creekscapital.com

3:03

Roth Conversions for Retirees

Просмотров 5021 день назад

Considering converting to a Roth IRA as a retiree? In this video, we’ll explore the key factors to help you decide: your current vs. future tax bracket, legacy planning benefits for your heirs, the advantage of no required minimum distributions (RMDs), and how paying the taxes outside the IRA can maximize your tax-free growth. Plus, we’ll discuss the importance of your time horizon to make the ...

4:00

Roth Conversions for Active Workers

Просмотров 2721 день назад

Should you convert to a Roth IRA if you expect to stay in the same tax bracket during retirement? Learn how Roth IRAs can provide tax diversification and long-term advantages, even if your current and future tax brackets are the same. Watch now to find out if a Roth conversion makes sense for you!

2:27

Retirement Summary Breakdown STRS

Просмотров 61Месяц назад

In this video, we provide a brief yet comprehensive breakdown of the retirement process for STRS Ohio members. Learn about the key components of your pension plan, including service credit, retirement age requirements, payment options, and how your final average salary is calculated. Whether you're nearing retirement or just starting your career, this video will help you understand the steps to...

2:13

Qualified Charitable Distribution

Просмотров 19Месяц назад

In this video, we break down the basics of Qualified Charitable Distributions (QCDs) and how they can benefit you. A QCD allows individuals aged 70½ or older to donate directly from their IRA to a qualified charity, potentially lowering their taxable income. Learn how QCDs work, who qualifies, and the tax advantages they offer. If you're looking to make tax-efficient charitable contributions, t...

Qualified Charitable Distribution vs Donor Advised Funds

2:06

Qualified Charitable Distribution vs Donor Advised Funds

Просмотров 41Месяц назад

In this video, we break down the key differences between Qualified Charitable Distributions (QCDs) and Donor-Advised Funds (DAFs) to help you choose the right charitable giving strategy. www.3creekscapital.com/

2:41

Re-employment Contributions

Просмотров 28Месяц назад

Ryan Mink from Three Creeks Capital discusses how to take advantage of re-employment contributions www.3creekscapital.com/ www.3creekscapital.com/opf-members

7:12

Top 10 OP&F Google ?'s

Просмотров 19Месяц назад

Ryan Mink from Three Creeks Capital discusses the top 10 most asked questions related to OP&F. www.3creekscapital.com/ www.3creekscapital.com/opf-members

Should YOU be Concerned about YOUR STRS Ohio Pension?

6:36

Should YOU be Concerned about YOUR STRS Ohio Pension?

Просмотров 1322 месяца назад

Former STRS employee, Todd Gourno, discusses the most recent events involving STRS and whether you should be concerned about your STRS Ohio pension system or not. www.3creekscapital.com/ www.3creekscapital.com/strs-ohio-members

4:14

Top 10 STRS Ohio Google ?'s

Просмотров 402 месяца назад

Former OPERS member, and STRS Ohio employee, Todd Gourno, CFP®, answers the top 10 questions members commonly search for on Google. Each question is answered in detail to provide clarity on STRS Ohio and its benefits. www.3creekscapital.com/ www.3creekscapital.com/strs-ohio-members

2:49

Decoding the OP&F COLA

Просмотров 143 месяца назад

Ryan Mink with Three Creeks Capital discusses the loss of the COLA adjustment for new OP&F retirees in 2024 and beyond, impacting some for up to seven years. Learn how the COLA works, who will be affected, and how to plan for this change.

1:55

Leaving DROP?

Просмотров 513 месяца назад

Ryan Mink from Three Creeks Capital explains how to receive your first pension check after leaving DROP. Learn the steps to transition your pension checks from your DROP account to your bank account, including submitting the OP&F Service Retirement application and employer verification. www.3creekscapital.com/ www.3creekscapital.com/opf-members

Top 3 Asked Questions OH Pension Members Ask

2:36

Top 3 Asked Questions OH Pension Members Ask

Просмотров 364 месяца назад

Former STRS Ohio employee Todd Gourno, CFP®, has been advising Ohio public employees for 20 years. Here are the top two questions members ask him and ONE question they never do but should. www.3creekscapital.com/