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Showing posts with the label Lawyer

Important Information Regarding Social Security, SSDI, 401k, and Investments

THIS IS BIG for Social Security, SSDI, 401k, & Investments as congress looks to fix Social Security while also keeping us out of war...💥 Make Sure to watch this video all the way to the end for all the details, and let me know your thoughts in the comments! New Video Updates come out Every Day at 10am, 3pm, and 8pm EST / Eastern Standard Time. Make sure to click the Subscribe button below and then click the bell icon to "All Notifications" so you get reminder notifications for new videos, this way you won't miss out on new videos! Also please make sure to SHARE this video with your Friends, Family, & Social Media to help spread the word. Thank you so much! These videos are not financial advice and are for entertainment purposes only. Thanks for watching my youtube channel: the its Jimmy Show, or it's Jimmy, aka it is Jimmy, :)... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation ...

Avoid this crucial error with your Roth IRA! 🚫 #shorts

I’m running a free “Save $1,000 Challenge” to teach you creative strategies to save money. It’s 5 days long and starts on September 7th. Grab your free spot here: This video is based on a mistake I see way too many people make. I recently discovered that a close friend had made this mistake - and for the last 15 years he thought his money was growing in his Roth IRA, but really it was just sitting in cash. Here’s the mistake people make: They’ll open a Roth IRA, fund it, and then assume that they’ve completed all the steps. The critical forgotten step is that once you fund your Roth IRA, you actually need to decide what to invest the money in (i.e., stocks, ETFs, mutual funds). If not, your money will just sit there collecting minimal interest. Assumptions made for this video: You start at 18 years old You contribute $6 a day (aka $2190 per year) Expected rate of return: 8% Retirement age: 65 At retirement your Roth IRA balance would be $1,071,199 Now at that point, you...

Does It Matter Who Files for Divorce First?

Does it matter who files for divorce first? #divorce #divorceintexas #divorcelawyer Hi everyone! My name is a Lena Nguyen and I'm a divorce lawyer licensed in Texas, California, and New York. I created this platform to provide you with helpful insight to assist you with your divorce and life after divorce. Next with Lena Nguyen is all about helping you enter the NEXT phase, write the NEXT chapter, and climb the NEXT step in life. --- Websites --- Website: Law Firm: --- Social Media --- Instagram: TikTok: Facebook: LinkedIn: Twitter: --- FREE Divorce Kit --- FREE Do-It-Yourself Divorce Kit: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Filing For Divorce First, Does It Matter? Divorce can be a challenging and emotional process for all parties involved. Sometimes, one spouse may consider filing for divorce before the oth...

Guide: Filling Out IRS Form 8880 - Claim Your Credit for Qualified Retirement Savings Contributions

If you made a contribution to a Roth or Traditional IRA, you may be eligible for an additional tax credit related to those contributions. Jason’s Page: Knott PLLC: Need more help? Schedule a Consultation: ✅ TAX & ACCOUNTING TRAINING GUIDES Udemy - Gumroad - ✅ FOLLOW JASON HERE: Patreon: Twitter: Instagram: TikTok: LinkedIn: Quora: DISCLAIMER: I am a licensed attorney and certified public accountant (CPA) in the State of Florida. I am not a financial advisor. The information provided in this video is for entertainment purposes only. No such communication is provided in the course of an attorney-client relationship, and no communication is intended to constitute legal advice. You should speak with your own tax and legal professionals to discuss your circumstances before performing any of the tax, legal or accounting strategies demonstrated in this video. This description includes links to affilia...

Maximizing Your IRA with $10,000 or Less

Are you doing all you can to maximize your IRA? Many people think that they don’t have enough money to get started with self-directed retirement accounts, but that’s not true! A common misconception that keeps people from investing is that you can’t do anything with a small dollar account. Strategies such as partnering, options, and other real estate techniques provide the opportunity for even the smallest accounts to grow. You will learn: - Strategies to maxmize your IRA - Generational Wealth, and long term tax avoidance - More Control of your investments Biography: Derreck Long, Senior IRA Specialist at Quest Trust Company, first served in the military from 2010 to 2014. After leaving the military, he went to college at Northern Arizona University and received a degree in global marketing. After graduating college Derreck worked with the FBI Translating Russian documents, but realized there is more to life, and started searching on how to become an investor. This is when De...

Social Security Payments Receiving $2400 Raise in January 2023: SSI, SSDI, and SSA to Benefit from 2023 COLA Increase, Including 401k.

In this video is the new Social Security Payment Schedule for January 2023 and also details of the new bill to raise Social Security Benefits by $2400 per year and how the new COLA Cost of Living Adjustments could raise benefits by $200 per month coming soon and Social Security increase for 2023. This also includes the increase Social Security Raise for 2023 dates as some people are actually getting it in December instead of January. Plus details of what President Joe Biden wants to pass with Social Security in 2023 💥 Make Sure to watch this video all the way to the end for all the details, and let me know your thoughts in the comments! New Video Updates come out Every Day at 10am, 3pm, and 8pm EST / Eastern Standard Time. Make sure to click the Subscribe button below and then click the bell icon to "All Notifications" so you get reminder notifications for new videos! It's FREE to Subscribe & this way you won't miss out on new videos! Also p...

Episode 6: Is it Possible to Place 401k Plans in a Trust? - Beneficial Information to Consider

Ali discusses how to distribute your retirement assets through your trust... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Are you considering putting your 401k plan into your trust? While it may seem like a logical move, there are certain considerations you need to take into account before doing so. First and foremost, it's important to understand the purpose of a trust. A trust is a legal entity that allows assets to be managed by a trustee for the benefit of the trust beneficiaries. By putting your 401k plan into a trust, you are essentially transferring ownership of the plan to the trust. This can have significant tax implications and may not be the best choice for everyone. One potential benefit of putting your 401k plan into a trust is that it can provide greater control over how your assets are distributed after yo...

Quitting a job to lower spousal support?

Can quitting a job lower spousal support? #divorcelawyer #law #divorce #marriage #relationships #texas #lawyer #childcustody #familylaw #propertydivision #breakup #abuse #finance Hi everyone! My name is a Lena Nguyen and I'm a divorce lawyer licensed in Texas, California, and New York. I created this platform to provide you with helpful insight to assist you with your divorce and life after divorce. Next with Lena Nguyen is all about helping you enter the NEXT phase, write the NEXT chapter, and climb the NEXT step in life. --- Websites --- Website: Law Firm: --- Social Media --- Instagram: TikTok: Facebook: LinkedIn: Twitter: --- FREE Divorce Kit --- FREE Do-It-Yourself Divorce Kit: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA When it comes to divorce, the financial implications can be daunting. One of the most difficu...

IT JUST HAPPENED! Biden Is in SHOCK....

President Biden is in Shock as now a second set of classified documents have now been found under his possession . We go over the details in this video. 💥 Make Sure to watch this video all the way to the end for all the details, and let me know your thoughts in the comments! New Video Updates come out Every Day at 10am, 3pm, and 8pm EST / Eastern Standard Time. Make sure to click the Subscribe button below and then click the bell icon to "All Notifications" so you get reminder notifications for new videos! It's FREE to Subscribe & this way you won't miss out on new videos! Also please make sure to SHARE this video with your Friends, Family, & Social Media to help spread the word. Thanks and God bless! Also Congress has bills and proposals for an Adult Tax Credit, $10,000 - $20,000 Student Loan Forgiveness 2022, Debt Forgiveness, Child Tax Credits, $2400 Social Security Raise, Extra SNAP Food Stamps EBT Benefits, Medicare & Medicaid ...

IMPORTANT Social Security Details You MUST Know SSI SSDI

Social Security Details you Must KNOW Including SSI SSDI Veterans Survivors Railroad benefits and the Social Security Increase for 2023. More and more people are being taxed by Social Security actually millions of people each year and many people aren't aware of this. This is becoming more and more of a problem. 💥 Make Sure to watch this video all the way to the end for all the details, and let me know your thoughts in the comments! New Video Updates come out Every Day at 10am, 3pm, and 8pm EST / Eastern Standard Time. Make sure to click the Subscribe button below and then click the bell icon to "All Notifications" so you get reminder notifications for new videos! It's FREE to Subscribe & this way you won't miss out on new videos! Also please make sure to SHARE this video with your Friends, Family, & Social Media to help spread the word. Thanks and God bless! Also Congress has bills and proposals for an Adult Tax Credit, $10,000 - $2...

Investing in Real Estate with a Self-Directed IRA

We received this question from a viewer: “Can I use funds in my IRA to purchase real estate?” In short: yes! So long as the holder of an IRA follows very specific rules, it is possible to use funds in an IRA to invest in real estate. Investors who want to use funds in their IRA will use what’s known as a “self-directed IRA.” Before starting this process, investors should meet with a real estate attorney, CPA, and their financial advisor. Like all investments, it should fit into your overall financial plan while maximizing tax efficiency. There are a number of companies that handle self-directed IRA funds. There are many rules and restrictions which make costly mistakes possible. It is imperative to work with a reputable company. You may ask: “What do I need to do?” The investor will transfer IRA funds into a separate custodian’s account. Instead of investing in the stock market, bonds, and other securities, investing in real estate is possible. One important principle to r...

2023 Estate Planning - What's New and What's Different?

In this timely webinar, attorneys Michael Gilfix and Mark Gilfix discuss updates in 2023, including: Gifts – the Annual Exclusion Estate Tax – Increased Opportunity and Planning Options Medi-Cal – New Eligibility Guidelines and Asset Preservation 529 (Plans) and Crummey Trusts Prop 19 and Saving the House for the Kids Chapters: 0:00 Video starts - Topic introduced 1:17 2023 Estate Planning Changes - Overview 2:40 Who We Are 3:22 2022 Election Outcomes: Few New Laws Expected 4:07 ABLE Act in California (CalABLE) 6:50 Medi-Cal Eligibility, Planning 14:55 Estate and Gift Tax Changes 17:06 Critical Estate Tax Planning 20:23 Retirement Accounts: SECURE Act 23:12 Massive Property Tax Problem: Prop 19 28:55 2023 Planning Checklist 32:48 Overcome the 3 Ds: "Danger of Delay and Denial" 34:00 Stay Tuned for More Webinars 34:30 Take Action: Gilfix & La Poll - Contact us 35:57 Questions from Webinar Participants Answered This video is presented for educational purposes ...

Who inherits my Individual Retirement Account (IRA) if I do not name a beneficiary?

Who inherits my Individual retirement account (IRA) if I do not name a beneficiary? You have to look to the contract with the IRA custodian to see what their default language is regarding who would inherit your IRA if you do not name a beneficiary. Some companies automatically default to the spouse. If there is no spouse, to the surviving children, or sometimes it defaults to the estate. Each company has a different contractual provision regarding this issue. | Kathleen Flammia | Elder Law - Trusts - Wills - Estate Planning | Compassionate Counsel, Expert Advice | Orlando Elder Law Services | | (407) 478-8700 | 2707 W. Fairbanks Ave., Suite 110, Winter Park, Florida 32789... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/who-inherits-my-individual-retirement-account-ira-if-i-do-not-name-a-beneficiary/?fee...

Is My Wife Automatically My IRA Beneficiary?

... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/is-my-wife-automatically-my-ira-beneficiary/?feed_id=54398&_unique_id=63abf6909fa1b #Inflation #Retirement #GoldIRA #Wealth #Investing #attorney #beneficiary #chalfont #estateplanning #ira #law #LawFirm #Lawyer #pennsylvania #spouse #wife #InheritedIRA #attorney #beneficiary #chalfont #estateplanning #ira #law #LawFirm #Lawyer #pennsylvania #spouse #wife

Using Retirement Plans To Build Wealth

Using Retirement Plans to Build Wealth How to maximize your retirement account -You could be adding more to your retirement than you think! -Defined Contributions, IRAs, SIMPLE Plans, 401k & SEP Plans -Using disregarded entities to protect -Avoid Capital Gains -How Real Estate Investors reduce gains If you would like to claim your two free tickets to our world-class 3-Day Asset Protection & Wealth Creation Summit LIVESTREAM go to:👉 👇Subscribe to get your free ebook: Total Asset Protection secrets. Written by some of the Foremost Asset Protection Experts in the World. Learn the secrets of how to: ✅Protect Your Bank and Brokerage Accounts ✅Protect Your Retirement Plans ✅Protect Your Rental Properties ✅Protect Your Small Business Visit for webinars, financial strategies, and updates on our upcoming summits. Follow us on: 👉Instagram 👉Facebook 👉Linkedin 👉Attend the 3-day submit Protect We...

5 Questions - California Divorces - The Law Offices of Andy I. Chen

My video on the 5 questions you should be prepared to answer if you're thinking of getting a divorce in California. CA Family Code section 70: Connect with us! (Los Altos, CA | Modesto, CA) --- (c) 2018 The Law Offices of Andy I. Chen #andychenlaw... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/5-questions-california-divorces-the-law-offices-of-andy-i-chen/?feed_id=49015&_unique_id=6397268a2dc77 #Inflation #Retirement #GoldIRA #Wealth #Investing #5Questions #andychenlaw #attorney #BayArea #california #CentralValley #divorce #familylaw #Lawyer #Modesto #SanJose #SantaClaraCounty #siliconvalley #StanislausCounty #SpousalIRA #5Questions #andychenlaw #attorney #BayArea #california #CentralValley #divorce #familylaw #Lawyer #Modesto #SanJose #SantaClaraCounty #siliconvalley #StanislausC...