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Safe Money
Добавлен 1 июл 2010
Retirement Has Changed! Learn How You Can "Stop Losing Money"
Taxation on Non-Qualified Annuities: Key Facts To Know
Taxation on Non-Qualified Annuities: Key Facts To Know
In this video, we break down the taxation of non-qualified annuities and how it affects your retirement strategy. We'll explain how non-qualified annuities are taxed, the differences between qualified and non-qualified annuities, and what to consider when making withdrawals. You’ll learn about key tax rules like the last-in, first-out (LIFO) principle, tax-deferred growth, and how taxes impact beneficiaries.
We also discuss the benefits of non-qualified annuities, such as no contribution limits and flexibility with withdrawals, to help you make informed decisions for your financial future. Whether you're new to annuities or just looking...
In this video, we break down the taxation of non-qualified annuities and how it affects your retirement strategy. We'll explain how non-qualified annuities are taxed, the differences between qualified and non-qualified annuities, and what to consider when making withdrawals. You’ll learn about key tax rules like the last-in, first-out (LIFO) principle, tax-deferred growth, and how taxes impact beneficiaries.
We also discuss the benefits of non-qualified annuities, such as no contribution limits and flexibility with withdrawals, to help you make informed decisions for your financial future. Whether you're new to annuities or just looking...
Просмотров: 7
Видео
What is a Qualified Annuity? Benefits, Taxes and More
Просмотров 74 часа назад
What is a Qualified Annuity? Benefits, Taxes and More What is a qualified annuity, and how can it benefit your retirement savings? In this video, we explain how qualified annuities work, their tax advantages, and how they differ from non-qualified annuities. You'll learn about pre-tax contributions, tax-deferred growth, and how required minimum distributions (RMDs) play a role. If you're consid...
Understanding Non Qualified Annuities
Просмотров 94 часа назад
Wondering what a non-qualified annuity is and how it can benefit your retirement? In this video, we break down how non-qualified annuities work, their key tax advantages, and how they differ from qualified annuities. You'll learn about tax-deferred growth, flexible payout options, and whether a non-qualified annuity is the right choice to boost your retirement savings. Watch now to make informe...
A Complete Guide to Medigap: Medicare Supplement Insurance
Просмотров 512 часов назад
A Complete Guide to Medigap: Medicare Supplement Insurance In this video, we break down Medigap, also known as Medicare Supplement Insurance, and how it helps cover the out-of-pocket costs that Original Medicare (Parts A and B) doesn’t, such as copayments, coinsurance, and deductibles. We’ll explain the different Medigap plans, eligibility requirements, and what to consider when choosing the ri...
Job Loss Before Retirement: Conservative Income Strategies
Просмотров 1616 часов назад
Are you facing the challenge of losing your job before retirement age? This can be a daunting situation, especially if you're not yet eligible for Social Security benefits and need to secure a reliable income. In this video, we discuss conservative strategies to help you navigate this difficult period and ensure financial stability. We cover a range of income-generating options, including: Fixe...
Safe Investment Strategies to Navigate Market Volatility
Просмотров 1416 часов назад
Are you worried about how market volatility could impact your investments? In this video, we explore safe investment strategies to help you protect your portfolio during uncertain times. From diversifying your investments to considering safe-haven assets and focusing on dividend-paying stocks, we cover key tactics to navigate market fluctuations with confidence. Whether you’re planning for reti...
Medicare Part D: Understanding Prescription Drug Coverage
Просмотров 1219 часов назад
In this video, we break down Medicare Part D, the prescription drug coverage plan available to Medicare beneficiaries. Learn about what Medicare Part D covers, the costs involved, how to choose the right plan, and important enrollment details to help you manage your medication expenses effectively. Topics Covered: What is Medicare Part D? Who is eligible for Medicare Part D? What medications ar...
Medicare Part C: A Guide to Medicare Advantage Plans
Просмотров 1619 часов назад
Medicare Part C: A Guide to Medicare Advantage Plans In this video, we explore Medicare Part C, also known as Medicare Advantage. Discover how these plans offer an alternative way to receive your Medicare benefits, combining Parts A and B with additional coverage options. We'll discuss the different types of Medicare Advantage plans, their benefits, costs, and how to choose the right plan for y...
Medicare Part B Explained: Coverage, Costs, and Benefits
Просмотров 2719 часов назад
In this video, we dive deep into Medicare Part B, also known as Medical Insurance. Learn about the essential coverage options, costs, eligibility requirements, and benefits that Medicare Part B offers. Whether you’re new to Medicare or reviewing your healthcare options, this video will help you understand how Medicare Part B can support your medical needs. Topics Covered: What is Medicare Part ...
Understanding Medicare Part A: Key Benefits and Coverage
Просмотров 819 часов назад
Welcome to our in-depth guide on Medicare Part A, also known as Hospital Insurance! In this video, we'll cover everything you need to know about Medicare Part A, including eligibility requirements, covered services, costs, and how to maximize your benefits. Whether you're approaching retirement or helping a loved one navigate Medicare, this video will provide valuable insights to help you make ...
Medicare Open Enrollment 2024: How to Prepare and What's New
Просмотров 3914 дней назад
Are you ready for Medicare Open Enrollment 2024? In this video, we’ll guide you through everything you need to know about Medicare Open Enrollment, including what it means, how to prepare, and the important changes coming this year. 🔍 What is Medicare Open Enrollment? Learn about the Annual Election Period (AEP), which runs from October 15 to December 7, and find out what actions you can take t...
September: National Preparedness Month, Savings Challenge for Retirees.
Просмотров 1014 дней назад
September Savings Challenge: Strengthen Your Financial Security Get ready to boost your financial security this September with our Savings Challenge! 🌟 As National Preparedness Month, it's the perfect time to focus on building a robust emergency fund and ensuring you're financially prepared for whatever life throws your way. In this video, we share practical tips on: Starting a savings challeng...
Replacing Your Annuity |How to Increase Retirement Income with New Annuity Rates and Market Options
Просмотров 4614 дней назад
Replacing Your Annuity |How to Increase Retirement Income with New Annuity Rates and Market Options Are you considering replacing your annuity to secure better annuity rates? In this video, we dive into the pros and cons of switching your annuity for one with improved rates and features. We’ll discuss the potential benefits, like enhanced income riders and lower fees, as well as the risks, incl...
How Max Funding in Indexed Universal Life Insurance (IUL) Can Boost Your Cash Value Growth
Просмотров 2614 дней назад
How Max Funding in Indexed Universal Life Insurance (IUL) Can Boost Your Cash Value Growth Are you curious about how Indexed Universal Life Insurance (IUL) works and whether max funding an IUL policy is right for you? In this video, we break down the essentials of IUL life insurance, including how it ties your cash value growth to stock market indexes, the benefits of max funding, and the poten...
How Indexed Universal Life Insurance Policies Offer Tax-Deferred Growth and Premium Flexibility
Просмотров 2121 день назад
How Indexed Universal Life Insurance Policies Offer Tax-Deferred Growth and Premium Flexibility #iulinsurance #taxdeferred #flexibility In this video, we explore Indexed Universal Life Insurance (IUL), a flexible financial tool that combines life insurance with growth potential linked to market indices. You'll learn how IUL policies offer lifelong coverage with the ability to adjust premiums, g...
Power Of Attorney (POA) vs Guardianship Explained
Просмотров 821 день назад
Power Of Attorney (POA) vs Guardianship Explained
Benefits of Indexed Universal Life: IUL Insurance
Просмотров 2128 дней назад
Benefits of Indexed Universal Life: IUL Insurance
Safe Money Report: Secure Your Retirement with Proven Financial Strategies|Retirement Planning 2024
Просмотров 2828 дней назад
Safe Money Report: Secure Your Retirement with Proven Financial Strategies|Retirement Planning 2024
Retirement Savings Timing: Secure Your Future with Early Savings and Avoid the Cost of Waiting
Просмотров 51Месяц назад
Retirement Savings Timing: Secure Your Future with Early Savings and Avoid the Cost of Waiting
How Much Money Do You Need to Retire Comfortably? The Best Strategies for a Comfortable Retirement
Просмотров 118Месяц назад
How Much Money Do You Need to Retire Comfortably? The Best Strategies for a Comfortable Retirement
Understand Healthcare Directives: Plan for Your Future
Просмотров 31Месяц назад
Understand Healthcare Directives: Plan for Your Future
What Is An Annuity And How Does It Work? How Annuities Provide Financial Security In Retirement
Просмотров 43Месяц назад
What Is An Annuity And How Does It Work? How Annuities Provide Financial Security In Retirement
National Make-A-Will Month: Why It's Essential to Have a Will
Просмотров 89Месяц назад
National Make-A-Will Month: Why It's Essential to Have a Will
Medicare Part D Changes for 2025: Prescription Drug Coverage and Donut Hole Elimination
Просмотров 449Месяц назад
Medicare Part D Changes for 2025: Prescription Drug Coverage and Donut Hole Elimination
Optimize Retirement Income: Tools & Strategies for 2024
Просмотров 36Месяц назад
Optimize Retirement Income: Tools & Strategies for 2024
New RMD Regulations in 2025: What Retirees Need to Know! Required Minimum Distributions
Просмотров 70Месяц назад
New RMD Regulations in 2025: What Retirees Need to Know! Required Minimum Distributions
Smart Retirement Planning: Optimize Medicare and Safe Money Strategies
Просмотров 36Месяц назад
Smart Retirement Planning: Optimize Medicare and Safe Money Strategies
Impact of a Trump Election on Retirement Accounts
Просмотров 88Месяц назад
Impact of a Trump Election on Retirement Accounts
*Safe Money Advisors - Independent Financial Professional*
Просмотров 16 тыс.2 месяца назад
*Safe Money Advisors - Independent Financial Professional*