Timothy Sumer

Guest, Dan Kravitz, President of Kravitz Inc. and co-author of "Beyond the 401K", explains what the cash balance retirement plan is and it's benefits. The qualifications and who qualifies for it. Hosted by Fred Arnold OTR_Kravitz_C Jan11.m4v... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing What is a Cash Balance Retirement Plan: Insights from Dan Kravitz retirement planning is an essential aspect of financial management, allowing individuals to secure a comfortable and worry-free future. As retirement approaches, many people are exploring various retirement plan options to maximize their savings and generate a stable income stream. One such option is the Cash Balance Retirement Plan, which has gained popularity in recent years. To shed light on the intricacies of this retirement plan, we ...

Christian Barnett, managing director for First Florida Investment Services and Certified Financial Planner, joins us to provide advice 1for managing your money on the roller coaster of the financial market.... ( 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 401K Day: Protecting Your Money Retirement planning is a crucial aspect of financial stability, and 401K accounts have become popular investment vehicles for many individuals. In order to recognize the importance of saving for retirement and understand the benefits of 401K accounts, we celebrate 401K Day on the 401st day of the year, typically occurring around September 8th. This day serves as a reminder to protect our hard-earned money and secure our financial futures. A 401k account is a type of retirement savings plan offered by employers to their employees. It allows th...

Many don’t realize how much health care will cost in retirement, let alone that the way in which you disperse your retirement funds could impact what kind of care you have access to later in life. Are you comfortable with risking not having enough money to cover these crucial costs? This is where the Retirement Success Plan comes in. In this video, Troy Sharpe discusses the fourth step we take in Oak Harvest’s signature Retirement Success Plan - Health Care and Long-Term Care Planning, where we use the information we’ve gathered in the first three steps and come up with a strategic plan to qualify for the greatest amount of subsidy possible for your unique situation, and to run scenarios to help you determine just how much money you should to set aside to cover as much of the future financial burden as possible. 00:30 The First Four Steps of the Retirement Success Plan 02:34 Time to Strategize How And When To Withdraw 06:08 How to Calculate your Modified Adjusted Gross Inc...

Lets create a simple financial plan. This is just a starting point for retirement and to get your finances in order. The first thing we want to do is work with a budget, but wait don't stop reading yet! The first step to any good budget is to watch your money first. Track your spending for a month or so and THEN start to budget using your existing spending. Our clients have this done for them using NestEgg. Next we will want to start planning for the future. You may not need a financial planner for this but this is where we need to start focusing on future goals. Cars, homes, college, and even retirement Remember that your budget comes first when retirement planning . If we can get your finances in order now it means we can make saving for retirement even easier. See, most people just start saving for retirement without getting their dough straight and it leaves them stressed and under saved. Finally we want to prioritize the way you will save for retirement. Consider ...