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Showing posts with the label employeestockpurchaseplan

Would it be Beneficial to Receive My Late Spouse's Traditional IRA?

Thank you for watching my video. Feel free to check out www.mygatewaymoney.com Todd Pouliot, AIF Gateway Financial, LLC Address: 9821 Olde 8 Road, Suite M, Northfield Center, OH 44067 Toll-Free: 844-592-9888 Gateway Financial is an Investment Advisor registered with the State of Ohio and in other jurisdictions where exempted. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 844-592-9888 if there is ...

Are You Saving In The Wrong Accounts for Retirement?

Are You Saving In The Wrong Accounts for Retirement?- Schedule Your FREE Retirement Assessment Today Make retirement planning Easier Subscribe Now: If you're wondering where to save your money for retirement, this video is for you! We'll discuss the different types of accounts available to you and explain the advantages and disadvantages of each. We also give you a step-by-step guide on what accounts to save in first. In this video, we're going to discuss the differences between Roth and traditional 401ks, and show you which account is best for you. We'll also talk about HSAs, and how they can help you save for your future. We also talk about what accounts you should save in first and where to save after that. We cover everything from an emergency fund, to employee stock purchase plans. Determining where you save can help reduce the taxes you pay. The goal is to have flexibility in your retirement and the type of savings account help give flexibility whe...