Видео 73
Просмотров 362 531

How Much Income Can I get From a $1 Million Portfolio

11:50

How the Election Really Affects Your Investment Portfolio

7:21

Getting the Most From Spousal Social Security Benefits

10:41

How to Create Tax Efficient Beneficiary Designations

7:43

Why You Need a Password Manager

5:53

Should I Harvest Capital Gains?

13:13

How Does Bitcoin Work?

Whether you’ve heard of Bitcoin from the news, friends, or elsewhere, it’s a fascinating topic that is changing the financial landscape. This is not a deep dive into Bitcoin’s inner workings; instead, I want to provide enough basics so you can understand what it is and why people own it. If you’re already a hardcore Bitcoin investor, this video might not be for you. Also, this is not an endorsement of Bitcoin or cryptocurrency as an investment-it’s purely educational.

Видео

How Much Income Can I get From a $1 Million Portfolio

11:50

How Much Income Can I get From a $1 Million Portfolio

Просмотров 1 тыс.2 месяца назад

So a question I get all the time: I've got a $1 million portfolio. How much can I withdraw from it? And then the thing that typically follows next is: I've heard of this 4% rule that says I can draw 4% or $40,000 per year. So, is there any validity to that? Does that make sense in the real world?

How the Election Really Affects Your Investment Portfolio

7:21

How the Election Really Affects Your Investment Portfolio

Просмотров 934 месяца назад

Today, we're diving into a topic that always comes up during election cycles: "How should you adjust your investment portfolio based on who wins the election?" Many people fear that the 'wrong' candidate will spell disaster for their financial future. But is that really the case? In this video, we explore historical data and market trends to uncover the truth about elections and their impact on...

Getting the Most From Spousal Social Security Benefits

10:41

Getting the Most From Spousal Social Security Benefits

Просмотров 1576 месяцев назад

Coordinating Spousal Social Security Benefits together to maximize benefits is one of the most complex areas of retirement income planning. When you consider the full framework of a retirement income picture factoring in investments, pensions, taxes, and earned income, it makes it even more complex. I'll walk you through Spousal Benefits eligibility for current and former spouses along with an ...

How to Create Tax Efficient Beneficiary Designations

7:43

How to Create Tax Efficient Beneficiary Designations

Просмотров 767 месяцев назад

Many people assign their beneficiaries with an equal split amongst their heirs. But different assets have different tax consequences when left to different beneficiaries. So how can you create the most tax efficient beneficiary designations? I break it all down for you.

5:53

Why You Need a Password Manager

Просмотров 1118 месяцев назад

In this essential video, Mike Frontera from Retirement Theory delves into the critical world of online security through the use of password managers. Discover how these tools not only simplify your digital life but significantly enhance your financial and personal security online. Are you tired of forgetting passwords or using the same one across multiple sites? Mike explains the risks involved...

13:13

Should I Harvest Capital Gains?

Просмотров 1289 месяцев назад

You may have heard the term “tax loss harvesting” - which is when you realize capital losses on your investments, often to offset other taxable capital gains. But what is “tax gain harvesting?” Why would you want to purposely realize taxable capital gains if you didn’t have to? Check out this video to see why harvesting your capital gains can be a very savvy tax strategy for many! Registered Re...

How To Stop Paying Taxes on Your Social Security

3:47

How To Stop Paying Taxes on Your Social Security

Просмотров 82411 месяцев назад

We've paid into that FICA system for years and decades, and now when we get our Social Security benefits, we get to pay tax on those benefits again. Hardly seems fair, right? So how do we get those Social Security benefits in our hands without having the government take a second bite of the apple and tax those benefits?

Worried about identity theft? Learn how freezing your credit can help!

3:22

Worried about identity theft? Learn how freezing your credit can help!

Просмотров 114Год назад

Learn how to freeze your credit with all three credit bureaus, including step-by-step instructions. Experian: 888-397-3742 www.experian.com/freeze/center.html Equifax: 800-349-9960 www.equifax.com/personal/credit-report-services/credit-freeze/ Transunion: 888-909-8872 www.transunion.com/credit-freeze

Pay Off Your Student Loans Fast with SAVE!

4:19

Pay Off Your Student Loans Fast with SAVE!

Просмотров 91Год назад

How does SAVE work? Is it right for you?

Increasing Stock Exposure in Retirement?!

5:26

Increasing Stock Exposure in Retirement?!

Просмотров 189Год назад

Maintaining low stock exposure in retirement can lead your portfolio vulnerable to longevity risk, leading to not having enough growth to sustain for a longer period of time.

8:32

Roth Contributions vs Roth Conversions

Просмотров 362Год назад

Have $5000 to invest in your retirement? Are you better off contributing that $5000 directly to your Roth IRA or should you do a Roth Conversion?

Keep Capital Gains and Estate Taxes at Bay with Upstream Gifting!

5:56

Keep Capital Gains and Estate Taxes at Bay with Upstream Gifting!

Просмотров 260Год назад

How upstream gifting can help you avoid thousands in capital gains and estate taxes. But tread carefully, as it does have risks. I will break down how to navigate those in my latest video!

4 Ways to Preserve Your 529 Plan In a Down Market

5:17

4 Ways to Preserve Your 529 Plan In a Down Market

Просмотров 52Год назад

Now that most high school seniors have made their final college decisions, it's time to figure out how to pay for tuition. With exploding college costs, it's even more critical to understand how to preserve your 529 plan in a down market.

How SECURE Act 2.0 Changes The Retirement Game!

10:30

How SECURE Act 2.0 Changes The Retirement Game!

Просмотров 438Год назад

From Roth enhancements to college savings, there are major rule updates in Secure Act 2.0! Check out highlights to see how the SECURE Act impacts you!