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He is selling an insurance product? Is he a fiduciary?

Way behind the times

Ha ha ha ha ha Product salesman

thank you

$TSLA

I’m worried about retirement planning and I want to ensure a comfortable future. I’ve worked hard my entire life and I want to enjoy the fruits of my labor without financial stress. I’m really concerned about whether I’ve saved enough and invested wisely.

Your understanding of a CRAT is not correct. A CRAT is like a CRUT but a fixed annuity during lifetime (CRUT is a percentage). Both CRUT and CRAT go to charity upon death.

buy a low fee vanguard target fund and stay away from dudes like this.........cmon now

Blah blah blah. This clown has no clue how to deal with someone with $5M or more.

How do you figure out the tax deduction from funding a CRUT? Can one simultaneously do a backdoor Roth IRA conversion that utilizes this deduction?

Just discovered your channel with this video -- I was able to think about my situation and I'm curious to know best how people split their pay, how much of it goes into savings, spendings or investments, I earn around $90K per year but nothing to show for it yet.

So what if you own property in Wa but are a resident of another state? Thanks.

Assume my estate is worth 3.2 million and my home is worth 2.2 million say. So of I pass away now, I will owe estate taxes in WA on 3.2 million. If I have made a TOD on my home and it passes to my daughter on my passing. For estate tax purposes, is my estate worth 1 million or still 3.2 million after my passing? In other words, does the TOD reduce the value of my estate for estate tax purposes? Many thanks.

There is a 3 year claw back period.

I really like the quote at the end of the video. I'm in the stage of needing/wanting self improvement. Its not the spending for me. Its getting to a better healthy financial place since being laid off. I'm at a stage of life that I am "semi-retired" at this point due to being unemployed.

I retired With my health intact⚡️after 32 yrs and found meditation ,and library of amazing books....new learning new friends 🫠🫠🫠🫠

If you get out of an IUL and into another IUL, will you be charged a large portion of the cash value to start another one…….like the bonus an agent gets. I got trust issues

Can you exchange to and from different products? An insurance contract to annuity or a whole life to variable univeral life?

I hate Trump!... why? I don't know? oh! Tell me more!

How do you determine the land assignment value of the property? The portion you cannot take depreciation on.

I didn’t know about the 59 1/2 rollover even if you’re still employed there. That s rarely talked about.

Hi. I'm a US citizen who lost his property in Kyiv Ukraine. 2 years ago Kyiv repossessed the land on which the building was built saying it was obtained illegally through a bribe in 2006. It cant be occupied now I received zero compensation. Can I deduct the full amount? Thanks

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More people need to know this.

What about recapturing of depreciation if you just rented a room (not a rental property)? Mother rented a room and the accountant depreciated the sqft of the rooms that were rented (so it wasn't a "rental property") It was her primary home (still is) The house is in a revocable trust, going to my wife (sole beneficiary) So when we go to sell the house once it's passed down in the trust to my wife. Will she had to pay the recapture of depreciation? Don't even have a clue what those numbers are. I just know they depreciated the sqft of the room when I came across some old returns. Thanks

This is not convincing whatsoever. Many 401k plans offer more than enough plan options at a low cost. Certainly if you have enough of a nest egg in there you'll get great advice.

0:10 traditional 401(k) -IRA- you do *not* get a tax deduction 0:37 putting $10k in traditional 401(k) in 22% tax bracket you do *not* get $2,200 back

Thanks for paying it forward Brian

Isn’t that a charitable lead trust?

Who does the paperwork for the 1035 exchange? Was thinking of rolling MYGAs. Must be some timing to make it work.

From what I've read, non 401k IRA fees are usually higher than 401k plan fees so if you are still working at same company, it's likely cheaper to leave it in the 401k. The higher fees can negate the more choices in investments.

Thank you. Concise,clear information.

Thanks for the update, Brian!