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Combining Your 401k with Your Railroad Retirement Annuity: A Guide

In this video, I discuss the tremendous advantages given to a railroader when he couples up his 401k and Railroad Retirement Annuity into a single retirement portfolio. I also discuss: 1. Using your Railroad Retirement Annuity as a baseline for understanding risk. 2. Social Security vs Railroad Retirement 3. The concept of Risk in your portfolio ******************************************** Subscribe to my channel: Get Your Free Railroad Retirement Assessment Here: ******************************************** Learn more about working with John at Highball Advisors Here: ******************************************* Get Social LinkedIn: Facebook: ******************************************** Disclaimer: This video is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. Highball Advisors encourages you to consult

Comprehending Spouse Annuities within the Railroad Retirement System

A brief overview of how Spouse Annuities function in Railroad Retirement: 1. What the requirements to receive a spousal annuity? 2. What are the payouts on a spousal annuity? 3. What is the reductions in the spousal annuity with early retirement? 4. More... ******************************************** Subscribe to my channel: Get Your Free Railroad Retirement Assessment Here: ******************************************** Learn more about working with John at Highball Advisors Here: ******************************************* Get Social LinkedIn: Facebook: ******************************************** Disclaimer: This video is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. Highball Advisors encourages you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation.

How to Optimize Your Railroad Retirement Annuity: A Webinar Guide

Join John McNamara, CRPC of HIghball Advisors as he discusses strategies to maximize your Railroad Retirement Annuity. John discusses the following: 1. What You Should Know about Railroad Retirement Benefits? 2. When Should I Take Railroad Retirement Benefits? 3. How do I Maximize My Railroad Retirement Annuity? Listen at the end when he discusses the effect of your Railroad Retirement Annuity on your 401k. ******************************************** Subscribe to my channel: Get Your Free Railroad Retirement Assessment Here: ******************************************** Learn more about working with John at Highball Advisors Here: ******************************************* Get Social LinkedIn: Facebook: ******************************************** Disclaimer: This video is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment

How Long Is Your Railroad Retirement Plan?

We discuss the importance of planning for a long retirement from the railroad. This video includes: 1. Discussion on longevity of railroaders 2. Importance of planning for a long life 3. More... ******************************************** Subscribe to my channel: Get Your Free Railroad Retirement Assessment Here: ******************************************** Learn more about working with John at Highball Advisors Here: ******************************************* Get Social LinkedIn: Facebook: ******************************************** Disclaimer: This video is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. Highball Advisors encourages you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written per

Railroad Retirement Reductions From Non Covered Pensions

If you have worked outside the railroad industry in a non-covered position, you need to watch this video to understand your reduction penalties on your Railroad Retirement Annuity. Please avoid surprises at retirement by knowing your Railroad Retirement Annuity benefits. ******************************************** Subscribe to my channel: Get Your Free Railroad Retirement Assessment Here: ******************************************** Learn more about working with John at Highball Advisors Here: ******************************************* Get Social LinkedIn: Facebook: ******************************************** Disclaimer: This video is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. Highball Advisors encourages you to consult a financial planner, accountant, and/or legal counsel for advice specific to yo

Can You Borrow from Railroad Retirement Annuity?

Question from Becky C: Can You Borrow from Railroad Retirement? ******************************************** Subscribe to my channel: Get Your Free Railroad Retirement Assessment Here: ******************************************** Learn more about working with John at Highball Advisors Here: ******************************************* Get Social LinkedIn: Facebook: ******************************************** Disclaimer: This video is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. Highball Advisors encourages you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Highball Advisors, and all rights are reserved.... ( read more ) LEARN MORE ABOUT: Retirement Annuities