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Planning for Health Care: Step 4 of a Successful Retirement

Many don’t realize how much health care will cost in retirement, let alone that the way in which you disperse your retirement funds could impact what kind of care you have access to later in life. Are you comfortable with risking not having enough money to cover these crucial costs? This is where the Retirement Success Plan comes in. In this video, Troy Sharpe discusses the fourth step we take in Oak Harvest’s signature Retirement Success Plan - Health Care and Long-Term Care Planning, where we use the information we’ve gathered in the first three steps and come up with a strategic plan to qualify for the greatest amount of subsidy possible for your unique situation, and to run scenarios to help you determine just how much money you should to set aside to cover as much of the future financial burden as possible. 00:30 The First Four Steps of the Retirement Success Plan 02:34 Time to Strategize How And When To Withdraw 06:08 How to Calculate your Modified Adjusted Gross Inc...
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What You Truly Must Understand about SECURE 2.0

In this recording of a webinar originally presented to current clients and professionals, which is now being made available to everyone, Attorneys Julie Steinbacher and Landon Hodges go over in detail some of the changes brought out by the passage of SECURE 2.0, which was signed into law on Dec. 29, 2022. SECURE 2.0 is a continuation of the original SECURE Act, which became law in December 2019. Both pieces of legislation are primarily designed to increase and facilitate access to retirement savings and lower employers' costs of offering and funding retirement plans, but they also have several provisions that could affect individuals' estate planning. Even though most of the SECURE 2.0 provisions aren't effective until 2024 or later, the time to plan is NOW! If you would like to schedule an initial consultation with our firm to begin your estate planning, visit ChatwithSGY.com to book a free introductory information gathering session. Presented by Steinbacher,...
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Roth IRA Conversions in a Down Market & Inflation w/Emphasis for Parents of Children w/Special Needs

In this presentation, a recording of a virtual seminar originally held live on Nov. 9, 2022, Attorney Julie Steinbacher and James Lange, CPA, Attorney and Registered Investment Advisor, go into great detail on the topic of Roth IRA conversions, with a special focus and emphasis for parents with children with special needs. With the SECURE Act nearing its three-year anniversary and it having eliminated the old "stretch" IRA, there remains a loophole in the current law for beneficiaries of IRAs that have special needs, so those individuals that may be passing on a Roth IRA to a beneficiary that has special needs will want to take this into consideration when doing their estate planning. To get the free resources from James that are referenced at the end of the presentation, visit: Presented Steinbacher, Goodall & Yurchak We prepare handcrafted estate plans that guide you on your path. OUR SERVICES INCLUDE: Long-Term Care Planning Crisis Planning Es...
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