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Showing posts with the label TaxSavings

Take Charge of Your IRA Strategies, Don't Rely on the IRS and Congress!

In this week's Hidden Wealth Reviews, I teach what you can do to remove yourself from the waste of Washington and the Wall Street whipsaw. This week, the Federal Reserve hinted they wouldn't raise interest rates. The market rallied in anticipation of this announcement. When the actual announcement was made, the market dropped, giving back three times the gains it had just made, all due to the wording used in Fed Chairman Powell's statement. If you're within five years or less of retirement or if you're just tying to get better through retirement, I want to teach you how to avoid the whims of Wall Street and the Washington tax waste. To learn how, register now for this coming Tuesday's Tax Protecting Your Retirement webinar. I read a recent article in Forbes that revealed how many people with significant IRA assets are leaving a lot of money on the table by letting the IRS and Congress determine their IRA strategies. The article discussed the importa

Utilizing Your Self-Directed IRA & 401K for Lending and Note Investments

In todays episode Mat and Mark discuss Lending and notes with your Self-Directed IRA and 401K. Real Estate is the top invested asset here at Directed IRA, and this is how you can take your retirement to the next level. Before investing your hard-earned savings or self-directed IRA into an “alternative” business or real estate investment of another, you need to ask hard questions to the person or company receiving your money. Here are some tips to keep you out of legal trouble and to help you avoid bad investments or structures. --- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. ---- Learn how to take control of your retirement - Self-directed IRA Podcast - Be an expert/shop my products - Blog & Articles - ---- Connect with me online: - Instagram: - Facebook: - LinkedIn: - Twitter: Leave you

Exploring Backdoor Roth IRA and Retirement Choices Prior to Year-End

Listen to the full episode, find out more on our Tax Minimization Program and contact us here: Backdoor Roth IRA and Retirement Options Before Year-End - In this episode Mike Jesowshek, CPA talks about setting up a Solo 401k before year-end as well as the backdoor Roth IRA strategy for high income earners. -------- Podcast Host: Mike Jesowshek, CPA - Founder of JETRO (www.JETROtax.com) -------- Podcast Website: www.TaxSavingsPodcast.com Facebook Group: Facebook Group: -------- To find out more on this topic and many others visit our website at www.JETROtax.com.You can also give us a call at 844-327-9272 or send your questions to us at Sales@JETROtax.com... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA As the year comes to a close, it's time to start thinking about your retirement options and making some smart financial moves. One option

The Fresh Interpretation of IRA

In this week's Hidden Wealth Reviews, I share a new meaning for the acronym, IRA, "Influenced Retirement Attack!" This comes from an Article in Forbes, which discusses how even new born babies could get hit with taxes from an IRA as a result of new IRS "guidance." This guidance is more like an attack; an attack influenced by the administration's need to collect more tax by having the IRS simply change the rules. In 2019, the SECURE Act changed the rules about stretching IRAs. Stretch IRAs allowed those who inherited an IRA to extend the distribution of the funds (and the payment of taxes on those funds) across their lifetime. Post SECURE Act, you only have 10 years to liquidate a non-spouse inherited IRA. Many people are concerned about this. They believe that, if they leave money, they want to leave it to someone other than the IRS. Don't be fooled by the promise that those making less than $400,000 a year will not see a tax increase. The no

Comparing Roth vs Traditional IRA and 401k Contributions #shorts

#taxes #401k #ira #retirement #taxsavings #taxsavingtips Roth IRA contributions vs Traditional IRA contributions Roth 401k contributions vs Traditional 401k contributions Disclaimer: The content in this video is provided for informational purposes only and is not intended to substitute for obtaining investing, financial, tax, legal, or other advice or services from a professional. While reasonable efforts are made to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this video or on this channel is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this video or channel.... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA Roth IRA and 401k Contributions vs Traditional IRA and 4

Investing In Your Retirement Plan - A Great Way To Save Tax Dollars

Brenden Healy, Tax Partner of Whittlesey discusses retirement plans. There are a number of options available to the business owner and the taxpayer to properly plan for their retirement while saving tax dollars today. Things like a Simple IRA, SEP IRA, Solo 401k plan , and Cash Balance Plans. To learn more visit: Contact: 860.522.3111 marketing@wadvising.com 280 Trumbull Street, 24th Floor Hartford, CT 06103 Music: ... ( 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 Saving tax dollars is a topic that is always on everyone's mind, and it is especially significant when it comes to retirement planning . A retirement plan not only helps one save money for the future but also provides potential tax benefits. In this article, we will explore the ins and outs of how to save tax dollars by investing in your retirement plan. Firstly, it is i

Are You Familiar with Self-Directed IRA Summit: Empowering Your Retirement Planning?

#selfdirectedira #solo401k #taxstrategies Experience game-changing Self-Directed IRA and Solo 401k strategies Where: Orange Tree Resort 10601 N 56th St, Scottsdale, AZ 85254 Tickets available at: Topics include: •Real estate •Introduction to SDIRAs and Alternative Assets •Maximizing Roth IRAs •Private placements and raising capital •Solo 401ks •IRA/LLC strategies •Tax and legal strategies •Investing in private companies, VC, and fund investing •Cryptocurrency •Note investing What to expect: Hosted by best selling authors and tax attorneys, Mat Sorensen and Mark J. Kohler. Foundational and Advanced sessions will be covered. •9 hours of training from the leading experts. •Q&A throughout each day. •Lunch provided on Day 2 of the Summit. •2 Networking receptions for all attendees. •The complete agenda and topics will be Live and updated on the website. •Continuing Education Certification (CE) for Lawyers, CPAs, and Financial Advisors (9 hours). You will be provided w

What is an IRA or Individual Retirement Account?

An IRA or Individual retirement account is one of the most common ways to save for retirement. In this video we discuss the differences between the two main ones, the ROTH IRA and the Traditional IRA, and the tax implications of each. Find out which is right for you.... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA Individual Retirement Accounts (IRAs) provide a great opportunity for individuals to save for their retirement. IRAs are a type of tax-advantaged retirement account that individuals can open and contribute to on their own. These accounts are designed to help people save for retirement and provide a way to invest in a diversified portfolio of assets. IRAs come in two different types: Traditional and Roth. Traditional IRAs are tax-deferred, meaning that the money is generally tax-free when it is invested but is taxed when it

FACTUAL DIFFERENCES BETWEEN A RETIREMENT ANNUITY AND A TAX-FREE SAVING. #WEDNESDAYMONEY

Today we evaluate some factual differences between a Retirement Annuity and a Tax-Free Savings. These are excellent vehicles to use in your retirement planning strategy. #WealthyMe #GenerationalWealth #WednesdayMoney #FinancialLiteracy ***Do you want to see more of these videos*** ***To enquire about saving for your retirement? *** ***If you want to connect with us*** #WednesdayMoney #WealthyMe #GenerationalWealth... ( 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 https://inflationprotection.org/factual-differences-between-a-retirement-annuity-and-a-tax-free-saving-wednesdaymoney/?feed_id=49659&_unique_id=6399b27faa63f #Inflation #Retirement #GoldIRA #Wealth #Investing #1LIFE #financialeducation #financialliteracy #RetirementAnnuity #SOUTHAFRICAN #TaxFreeSavings #TaxSavings #WEALTHYME #WEDNESDAY