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EPIC #Shorts: What's the typical 401k balance for individuals nearing retirement?

Rob talks about the average 401k balance and how it can impact your retirement. #shorts #savings #investing #finance #retirement #401k #crypto #inflation #recession Watch and Enjoy! ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ 📚GET A FREE COPY OF OUR BRAND NEW BOOK! : 🤝 GET FREE CONSULTATION HERE: 🤝 💰GET OUR FREE FINANCIAL FREEDOM ROAD MAP💰 📈 DOWNLOAD YOUR FREE CASH FLOW ANALYSIS GUIDE 📈 GET ACCESS TO OUR GUARANTEED INCOME GUIDE 📲 CONNECT WITH ROB AND EPIC FINANCIAL STRATEGIES ================= Rob Gill - Instagram Facebook Twitter YouTube Channel LinkedIn: TikTok: EPIC - Instagram EPIC - Facebook “EPIC Financial Strategies” is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC. Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly,

Can the 401k be considered the optimal choice? - EPIC #Shorts

Rob sits down to talk about the 401k and some of the challenges that it poses. #shorts #epic #investing #finance #business #savings #moneymindset #recession #inflation #stockmarket #401k Watch and Enjoy! JOIN MY FREE LIVE WEBINAR JANUARY 26TH, 2023: ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ 📚GET A FREE COPY OF OUR BRAND NEW BOOK! : 🤝 GET FREE CONSULTATION HERE: 🤝 💰GET OUR FREE FINANCIAL FREEDOM ROAD MAP💰 📈 DOWNLOAD YOUR FREE CASH FLOW ANALYSIS GUIDE 📈 GET ACCESS TO OUR GUARANTEED INCOME GUIDE 📲 CONNECT WITH ROB AND EPIC FINANCIAL STRATEGIES ================= Rob Gill - Instagram Facebook Twitter YouTube Channel LinkedIn: TikTok: EPIC - Instagram EPIC - Facebook “EPIC Financial Strategies” is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC. Robert Gill is not in the business of providing investment advice and specifically disclaims any liability,

Microsoft 401(k) and Mega Backdoor Roth in 2023 – Save Thousands to a Roth

In 2023, you can contribute up to $66,000 if you’re under 50 and $73,500 if you’re 50 or older to your Microsoft 401(k). You can fully leverage these limits by taking advantage of the Mega Backdoor Roth. This is a powerful benefit within your Microsoft 401(k). It allows you to contribute after-tax dollars and convert those dollars to Roth. Your 401(k) contributions also increased in 2023. If you’re under 50 you can contribute up to $22,500 and if you’re 50 or older you can contribute up to $30,000. Microsoft will match 50% of your 401(k) contributions. You can earn up to an additional $11,250 in free money from Microsoft. Key moments in video: 00:00 Introduction 00:25 2023 401k Contribution Limits 00:56 What is the Microsoft Mega Backdoor Roth? 01:26 Mega Backdoor Roth example 02:37 Tax benefits of the Mega Backdoor Roth 02:59 Tax benefits associated with a Roth ****** LIKE this video? HIT the like button! SUBSCRIBE to our channel to view more videos created for hig

EPIC #Shorts : What is a SEP IRA?

Rob talks about a SEP IRA and how it works. #shorts #savings #investing #finance #401k #ira #inflation #recession #retirement Watch and Enjoy! ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ 📚GET A FREE COPY OF OUR BRAND NEW BOOK! : 🤝 GET FREE CONSULTATION HERE: 🤝 💰GET OUR FREE FINANCIAL FREEDOM ROAD MAP💰 📈 DOWNLOAD YOUR FREE CASH FLOW ANALYSIS GUIDE 📈 GET ACCESS TO OUR GUARANTEED INCOME GUIDE 📲 CONNECT WITH ROB AND EPIC FINANCIAL STRATEGIES ================= Rob Gill - Instagram Facebook Twitter YouTube Channel LinkedIn: TikTok: EPIC - Instagram EPIC - Facebook “EPIC Financial Strategies” is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC. Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any of the informat

Investing 101: the secrets to successful 401k growth

Hey Rich Friend! If you're like most people, you have a 401k account . And if you're like most people, you don't really know what to do with it. In this video, I'm going to show you the secrets to making your 401k grow and becoming a millionaire. So tune in and learn something new today! Want monthly financial education workshops? Join the membership | Grab your FREE budgeting template | Video Reference Links: Social Media Hangout Spots: TikTok Boujie Budgeter | IG Boujie Budgeter | Investing Flavor Podcast | Hosting a financial education workshop? Submit an inquiry: for OTHER business inquiries: hello@boujiebudgets.com Subscribe for new videos every Thursday! Disclaimer: This video is meant only for educational purposes and is not to be taken as financial advice. However, I am sharing my personal experience and individual opinions, views expressed are those of my own. Mykail James, Boujie Budgets, LLC, nor The Flavor Podcast are not respons

Alternative Retirement Plans For the Rising Generation w/Alexa Criollo

retirement planning is crucial for millennials as it allows them to prepare for their financial future and ensure a secure retirement. Understanding various retirement strategies can help them make informed decisions about saving, investing, and protecting their financial assets. This includes planning for adequate retirement income, considering Social Security benefits, saving for emergencies, and taking advantage of employer-sponsored retirement plans, among others. Proper planning can help Millennials avoid potential financial hardships in retirement and ensure they can enjoy their golden years with financial stability. Watch and Enjoy! JOIN MY FREE LIVE WEBINAR JANUARY 26TH, 2023: ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ 📚GET A FREE COPY OF OUR BRAND NEW BOOK! : 🤝 GET FREE CONSULTATION HERE: 🤝 💰GET OUR FREE FINANCIAL FREEDOM ROAD MAP💰 📈 DOWNLOAD YOUR FREE CASH FLOW ANALYSIS GUIDE 📈 GET ACCESS TO OUR GUARANTEED INCOME GUIDE 📲 CONNECT WITH ROB AND E

EPIC #Shorts : What is the downside of a 401k?

David talks about some of the limitations of a 401k and things you will need to consider when saving for retirement. #shorts #savings #investing #finance #retirement #401k Watch and Enjoy! ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ 📚GET A FREE COPY OF OUR BRAND NEW BOOK! : 🤝 GET FREE CONSULTATION HERE: 🤝 💰GET OUR FREE FINANCIAL FREEDOM ROAD MAP💰 📈 DOWNLOAD YOUR FREE CASH FLOW ANALYSIS GUIDE 📈 GET ACCESS TO OUR GUARANTEED INCOME GUIDE 📲 CONNECT WITH ROB AND EPIC FINANCIAL STRATEGIES ================= Rob Gill - Instagram Facebook Twitter YouTube Channel LinkedIn: TikTok: EPIC - Instagram EPIC - Facebook “EPIC Financial Strategies” is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC. Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indir

EPIC #Shorts : What is the average 401k balance?

Rob talks about the 401k and the average for Americans. #shorts #savings #investing #finance #retirement #401k Watch and Enjoy! ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ 📚GET A FREE COPY OF OUR BRAND NEW BOOK! : 🤝 GET FREE CONSULTATION HERE: 🤝 💰GET OUR FREE FINANCIAL FREEDOM ROAD MAP💰 📈 DOWNLOAD YOUR FREE CASH FLOW ANALYSIS GUIDE 📈 GET ACCESS TO OUR GUARANTEED INCOME GUIDE 📲 CONNECT WITH ROB AND EPIC FINANCIAL STRATEGIES ================= Rob Gill - Instagram Facebook Twitter YouTube Channel LinkedIn: TikTok: EPIC - Instagram EPIC - Facebook “EPIC Financial Strategies” is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC. Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any of the information contained i

EPIC #Shorts : Is your 401k in jail forever?

Rob talks about the 401k being in jail while accumulating and then going on probation when you retire. #shorts #savings #investing #finance #retirement Watch and Enjoy! ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ 📚GET A FREE COPY OF OUR BRAND NEW BOOK! : 🤝 GET FREE CONSULTATION HERE: 🤝 💰GET OUR FREE FINANCIAL FREEDOM ROAD MAP💰 📈 DOWNLOAD YOUR FREE CASH FLOW ANALYSIS GUIDE 📈 GET ACCESS TO OUR GUARANTEED INCOME GUIDE 📲 CONNECT WITH ROB AND EPIC FINANCIAL STRATEGIES ================= Rob Gill - Instagram Facebook Twitter YouTube Channel LinkedIn: TikTok: EPIC - Instagram EPIC - Facebook “EPIC Financial Strategies” is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC. Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the

EPIC #Shorts : How do I do a Roth IRA conversion?

Rob sits down to talk about doing a Roth conversion. #shorts #savings #investing #finance #retirement #epic #inflation #recession Watch and Enjoy! ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ 📚GET A FREE COPY OF OUR BRAND NEW BOOK! : 🤝 GET FREE CONSULTATION HERE: 🤝 💰GET OUR FREE FINANCIAL FREEDOM ROAD MAP💰 📈 DOWNLOAD YOUR FREE CASH FLOW ANALYSIS GUIDE 📈 GET ACCESS TO OUR GUARANTEED INCOME GUIDE 📲 CONNECT WITH ROB AND EPIC FINANCIAL STRATEGIES ================= Rob Gill - Instagram Facebook Twitter YouTube Channel LinkedIn: TikTok: EPIC - Instagram EPIC - Facebook “EPIC Financial Strategies” is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC. Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any of the info

I Inherited an IRA Now What?

If you inherited an IRA in 2020 you are likely wondering what rules you need to follow and how you can withdrawal from the account in the most tax efficient way. Robert W. Tull Jr. Certified Financial Planner™ Professional and Phil Tull discuss some of the rules and and questions to ask when tapping these retirement vehicles. DISCLOSURE: The commentary in this video reflects the current views of Tull Financial Group. Reproduction or distribution of this material is prohibited and all rights are reserved. Past performance does not guarantee future results. As with any investment strategy, there is potential for profit as well as the possibility of loss. Tull Financial Group does not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk and investment recommendations will not always be profitable. This material does not constitute a complete description of our investment services and is for i

EPIC #Shorts : What is the average 401k balance for retirement investments?

Rob talks about the average 401k balance and how its a problem. #shorts #savings #investing #finance #retirement #inflation #tax #recession Watch and Enjoy! ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ 📚GET A FREE COPY OF OUR BRAND NEW BOOK! : 🤝 GET FREE CONSULTATION HERE: 🤝 💰GET OUR FREE FINANCIAL FREEDOM ROAD MAP💰 📈 DOWNLOAD YOUR FREE CASH FLOW ANALYSIS GUIDE 📈 GET ACCESS TO OUR GUARANTEED INCOME GUIDE 📲 CONNECT WITH ROB AND EPIC FINANCIAL STRATEGIES ================= Rob Gill - Instagram Facebook Twitter YouTube Channel LinkedIn: TikTok: EPIC - Instagram EPIC - Facebook “EPIC Financial Strategies” is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC. Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any o