Skip to main content

Posts

Showing posts with the label Planning

Taxation of the FERS Retirement Annuity Supplement

FERS Supplemental Annuity is taxed as Ordinary Income. ================================ Get the PDF version of my Tax Bomb book for free follow this link. My course "Can I Retire" contains 43 videos and over 7 hours of teaching. Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: Get your own Trusty Calculator: Want to support what I'm doing for $10 a month? Join my SubscribeStar page. My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order State by State Tax Guide For Retirees: GET ALL MY LATEST BLOGPOSTS: M1Finance affiliate: My TurboTax affiliate: PODCAST: Creating yo

Redefining the Social Security Strategy: Analyzing the 62/67 Plan

================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning . Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Acc

What Happens to My Spouse if I Pass Away Before Claiming Social Security?

================================ Sign up for email list here. Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning . Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Accoun

Identifying the 401k Box on the W2 Form

Learn more about this topic at Leave us a comment if you have any questions and hit Subscribe to our Youtube channel to get informative videos on similar topics. Beagle is your financial concierge that helps you: - Find your old 401(k)s - Discover your 401(k) hidden fees - Rollover and save thousands - Unlock your 401(k)s and IRA WE'RE ON A MISSION TO Give you peace of mind with your retirement. We built Beagle to help guide you towards retirement no matter where you're at in your journey. For more information visit: --- Facebook --- Twitter Email us: support@meetbeagle.com #Beagle #finance #money #tips #strategy #retirement #advice #401k... ( 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 Understanding Your W-2 Form: Which Box Represents 401(k) Contributions As tax season rolls around, many individua

The Victory of Good: BeartariaFest Vs Burning Man Showcases a Reason to Hope

Sign up for the Beartaria App. All positivity, family friendly social media. ================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning. Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: Thrift Savings Plans REVEALED: Best Investment Du

Further Evidence That Government Spending Does Not Cause Inflation

================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning. Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: Thrift Savings Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SI

Exciting Updates on Medicare!

================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning. Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: Thrift Savings Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN

Could My Mom Be Eligible for Her Ex-Husband's (My Dad) Social Security Benefits?

================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning . Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( 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 IR

Caution: The Dangers of the Pension Trap

Follow Bob Bly at Bly.com and read about Charles Steinmetz here. ================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning . Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IR

How to Utilize TurboTax (2020) in Executing Efficient Roth Conversions

Don't forget to use my link below if you're going to file with TurboTax. ================================ Get the PDF version of my Tax Bomb book for free follow this link. My course "Can I Retire" contains 43 videos and over 7 hours of teaching. Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: Get your own Trusty Calculator: Want to support what I'm doing for $10 a month? Join my SubscribeStar page. My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order State by State Tax Guide For Retirees: GET ALL MY LATEST BLOGPOSTS: M1Finance affiliate: My TurboTax affiliate:

Understanding Annuities: A Beginner's Guide

If you want to learn more, please Subscribe: @Costanzo Financial Advisors ​ There are so many annuities out there and the key is finding the right one that fits your situation today. There is never a bad or good annuity is it simply what one fits your situation. Annuities can play an extremely important part in retirement planning and is a tool that everyone has in their arsenal. I find it can dramatically improve someones retirement when done right. #annuity #retirementplanning #retirementplanning #investing #florida The 4 types of annuities: If you would like to schedule a meeting click the link here: Website: www.costanzofa.com Please Subscribe: @Costanzo Financial Advisors ​... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing What is an Annuity? Financial planning is an essential aspect of everyone's

Video: Financial Expert Discusses Bank Failures and Money Security in 'Her Planning'

On Wednesday, Kristin Afelumo with Her Planning joined News On 6 at Noon to share what you need to know about the bank failures and how to keep your money safe.... ( read more ) LEARN MORE ABOUT: Bank Failures REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Watch: 'Her Planning' Financial Expert On Bank Failures, Money Security In an ever-changing global economy, understanding the intricacies of finance and ensuring the security of one's money has become more important than ever. With the rise of digital banking and increasing cases of bank failures, being well-informed and prepared is crucial. Fortunately, the new financial expert, 'Her Planning,' provides invaluable insights into bank failures and money security. 'Her Planning' is a renowned financial expert with years of experience in the field. Her deep understanding of banking systems an

How the Retirement was Rescued by an Annuity

Yes...it's true. ================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning. Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: H

Karen Begins Collecting Social Security Benefits at Age 62 while Engaging in $50k Yearly Roth Conversions

Let's see what happens when Karen takes Social Securithy at 62 AND starts converting her IRA to Roths too shall we? No surprise at what we're going to find. ================================ Get the PDF version of my Tax Bomb book for free follow this link. Be on the lookout for my 4th book coming out soon, YOU CAN RETIRE ON SOCIAL SECURITY! If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the video to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! If you received value from this video and/or channel, and want to say thanks, feel free to send a donation via Paypal. I'm not too proud to ask! Contact me: Josh@heritagewealthplanning.com GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! The

Want to Minimize Taxes and Boost Retirement Savings by Taking Social Security Benefits Early? You Could Have an Additional $500k!

================================ Sign up for email list here. Find this video of value? Buy me a cup of coffee! Get Your Own Pablo Retirement Gear: Follow me censorship-free! My course "Can I Retire" will help reduce your stress when it comes to retirement planning . Get it here: and don't forget there IS a 30 day money back guarantee if you're not satisfied! Get my books on Audible here: Want to support what I'm doing for $10 a month? Join my SubscribeStar page! My Amazon Product page: Anything you buy there Amazon pays me a commission. Much appreciated! GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! You Can RETIRE on SOCIAL SECURITY: The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It: Strategic Money Planning: 8 Easy Ways To Put Your House In Order GET ALL MY LATEST BLOGPOSTS: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account

What Amount Can I Expect to Receive from CPP and OAS? // Canadian Retirement Benefits

Ever wonder how much income you will get from Canada Pension Plan and Old Age Security? We give the answers. Business Inquiries: info@wellbuiltwealth.ca Well Built Wealth: Intro: Best Case Scenarios (0:00) Max Combined Amount @ Age 65 (0:34) Guarantees (1:00) Breakdown of The Numbers (1:24) Delaying For The Increased Amount (1:49) How Much Will You Get? (3:41) Estimating Future Benefit Amounts (5:24) Outro (6:50) Links: - CPP Details from CRA: - OAS Details from CRA: - My Service Canada Login: - CPP and OAS Future Benefits Calculator from Ativa Interactive: DISCLAIMER: The content and opinions on this channel are for informational and educational purposes only and none of it is (nor is it intended to be) investment advice. It is our firm position that everyone has a unique situation and should seek professional advice on how best to navigate it. Rhys Martell is a Chartered Investment Manager (CIM), a Fellow of the Canadian Securities Industry (FCSI), a Quali