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Is converting from a Traditional IRA to a Roth IRA wise?

(972) 417-2855 Get Whiteboard Animated Videos like this one for your business here: (619) 850-5835 Here are some important factors to consider before Converting Funds from a Traditional IRA to a Roth IRA Roth IRAs provide tax-free income and eliminate the need for Required Minimum Distributions. But the conversion of funds from a traditional IRA to a Roth IRA is considered a taxable distribution, subject to federal income tax and a possible penalty. If your funds consist of investment earnings and tax-deductible contributions, then converting your traditional IRA funds to a Roth IRA will result in federal income tax due on those funds. Paying the tax due with IRA funds reduces the amount that grows tax free in the Roth IRA. IRA funds used to pay the tax may be subject to additional income tax and possibly a penalty. However, if you pay the tax due with non-IRA funds, that allows more dollars to be funneled into the tax-free Roth IRA. We can help you determine wheth

Retirement Expert Rants | Annuity Radio Shows

These radio shows drive me nuts with what they air about annuities! Don't believe everything you hear on air because they can either be white lies or not true at all! If you really want to learn about annuities, you come to the experts, and we'll give you facts, not butterflies and rainbows! Watch and Enjoy! Stan The Annuity Man Request Free Owner’s Manual Here ======================== Key Moments in this Episode ======================== 00:27 Radio shows 02:35 It's not a "one size fits all" 04:13 Another thing they do 06:01 It's crazy talk! What To Watch Next: ======================== Annuity Expert Rants Other Resources ======================== Visit Stan The Annuity Man’s website Learn more about Stan The Annuity Man Get your annuity quote here ======================== Video by Nate Woodbury BeTheHeroStudios.com #StanTheAnnuityMan #Annuity #TheAnnuityMan... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED:

Simon Chew | 7 Financial Blind Spots | 3 - Inflation

With current historic high inflation rate near 8%~9%, you must build a retirement plan that meet this challenge and create an income stream that increases annually. Contact us to learn how. ... ( read more ) HOW TO: Hedge Against Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/simon-chew-7-financial-blind-spots-3-inflation/?feed_id=60523&_unique_id=63c379c7193bf #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #annuity #FinancialConsultant #FinancialPlanning #Fixedincome #fixedindexannuity #guaranteedincome #hedgeagainstinflation #increasingincome #indexannuity #inflationprotectedsecurities #inflationprotectionstrategies #ira #lifeinsurance #LifetimeIncome #minimizetaxes #passiveincome #pension #pensionincome #Retirement #retirementincome #socialsecurity #taxfreeincome #taxes #wealthprotection #InflationHedge

What is a “Stretch IRA” and why should you consider it?

(972) 417-2855 Get Whiteboard Animated Videos like this one for your business here: What is a “Stretch IRA” and why should you consider it? The term "stretch IRA" has become a popular way to refer to an IRA, either traditional or Roth, with provisions that make it easier to "stretch out" the time that funds can stay in your IRA after your death, even over several generations. Earnings in an IRA grow tax deferred. Over time, this tax-deferred growth can help you accumulate significant retirement funds. If you're able to support yourself in retirement without the need to tap into your IRA, you may want to continue this tax-deferred growth for as long as possible. In fact, you may want your heirs to benefit--to the greatest extent possible--from this tax-deferred growth as well. But funds can't stay in your IRA forever. Required minimum distribution rules will apply after your death. For traditional IRAs, minimum distributions are also requ

My Annuity Guy Financial Planning and Retirement

My Annuity Guy Financial Planning and Retirement Annuity FAQ: Answers To Some Basic Annuity Investing Questions * How much should I buy an annuity? The quantity of loan that you purchase an annuity will depend mostly on your ability to pay the premiums provided by the guarantee business. Things to think about when putting loan to an annuity consist of: - Your likely monetary requirements - Type of financial investment portfolio - Alternatives offered The most crucial thing to think about is your monetary requirements, specifically sometimes when you actually require money to fund something like the birth of a kid shipment or an unanticipated mishap or health problem. You should likewise think about the policies on withdrawal versus the annuity, since it can be a bad circumstance if you discover yourself being served a charge simply due to the fact that you withdrew big quantities from your annuity account when it was not allowed on the strategy you bought. * What is a