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Showing posts with the label retirementplanningat65

What Steps to Take When You Lack Funds for Retirement and "IT'S TIME"

This video discusses what to do if you have no money for retirement and it's almost time. The average person has less than $10,000 saved for retirement according to the Federal Reserve Board's Survey of Consumer Finance. So while you are not alone, that does not solve the problem. This video outlines the critical next steps you need to do RIGHT NOW if you are retiring with no money. FREE Retirement Ready Checklist: Holy Schmidt Book Club: Important Links: Follow Me on Instagram: Geoff's Facebook Page Federal Reserve Board Survey of Consumer Finances: Social Security Administration Application for Benefits Current Social Security Cost of Living Adjustment Social Security Payment Estimator THE CHANNEL’S MOST POPULAR VIDEOS Should You Take Social Security at Age 62 and Invest it? 7 GOOD REASONS to File for Social Security Benefits at Age 62 Average Retirement Savings by Age 60. Are You Almost Ready to Retire?!? The BEST AGE to File for So

Calculating Roth Conversions Using the Pro Rata Rule: A Step-by-Step Guide

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. #retirement #retirementplanning #dohstr8 ---Ready to subscribe--- For more information visit: --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( 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 If you’re familiar with Roth conversions, you’re probably already aware of the pro-rata rule. This is a calculation used to determine the amount of taxable income that will be generated when you convert traditional IRA funds into a Roth IRA. In this article, we’ll explain what the pro-rata rule is and how to calculate Roth conversions using this method. What is the Pro-Rata Rule? In short, the pro-rata rule is a calculation

Part 5: The Risk-Guard™ Process - A Guide to Achieving TSP Millionaire Status

In this final episode in the TSP Millionaire Podcast, Elizabeth reveals a powerful tool to help you grow and protect your TSP account. FEBC Online Resources: The TSP Calculator: What is my Risk Number? Free Download Resources: The TSP Millionaire Book: The TSP Risk-Guard Exec Summary: Six Keys to Understanding the New TSP Mutual Fund Window: Free 17-point Assessment for Federal Retirement: How to Become a TSP Millionaire - Links to the Podcast Series: Part 1: Part 2: Part 3: Part 4: Part 5: Subscribe today for more valuable information and FREE resources. Contact Us: FEBC Website: www.FEBCnow.com Email Elizabeth Inman: Elizabeth@FEBCnow.com Email Bryan Fentress: Bryan@FEBCnow.com Call FEBC Offices: (918) 396-5171 In this Podcast Episode: 00:00 Introduction 00:52 Three FREE documents that can help you become a TSP Millionaire 02:47 Introducing the Risk-Guard™ Proprietary Process 03:53 How Risk-Guard™ Works 05:08 Risk-Guard™ Executive Summary 06:43 The Ri

Planning Your Finances During Your 60s

The decade of your 60s may be the one where you will make the most crucial financial decisions than any other decade. We're helping today with the most important decisions you will face in your 60s during this episode of the Wise Money Show. Season 7 Episode 42 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit or call 574-247-5898. Find more information about the Wise Money Show™ at Be sure to stay up to date by following us! Facebook - ​ Instagram - Twitter - ​ Want more Wise Money™? Read our blog! ​ Listen on Podcast: ​ Subscribe on YouTube: Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC.  Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory

The Importance of Including Annuities in Your Retirement Portfolio

Annuities are crucial to providing lifetime income regardless of what MARKET does.  I’m not saying that your entire portfolio should be made up of annuities, but annuities can allow you to be more aggressive in your investments once you start withdrawing from your retirement portfolio.  #babyboomer #inheritance #retirement #retirementplanning #retirementplanningtips #annuity #fixedannuity... ( 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 When it comes to saving for retirement, there are many different investment options available. From stocks and bonds to real estate and commodities, it can be difficult to know where to begin. However, one investment vehicle that often gets overlooked is annuities- and for many retirees, this can be a big mistake. Annuities are essentially contracts between an individual and an insur

ROTH IRA is undefeated 💰😎 never pay taxes again

For retirement you basically have 3 options: 401k, IRA, or ROTH IRA. My favorite is the ROTH IRA because I believe taxes will be much higher in a couple years due to inflation and the pandemic. The ROTH IRA sets you up for financial freedom and financial independence for life to be a tax-free millionaire! Step-by-step Open A ROTH IRA: #rothira #voo #etfinvesting *not financial advice... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA The Roth IRA is a powerful retirement savings tool that allows you to save for retirement without having to pay taxes on your earnings. The Roth IRA is a great way to save for retirement and it is an investment that is virtually unbeatable. The Roth IRA is a retirement savings account that allows you to save for retirement without having to pay taxes on your earnings. This means that when you withdraw money fr

Secure Act 2.0 - Big Changes Coming to Retirement Plans

Big Changes Coming to Retirement Accounts - The Secure Act 2.0 Free Online Resources: Retirement Planning Online Course: Martinsen Wealth Management ... ( read more ) LEARN MORE ABOUT: Retirement Planning REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/secure-act-2-0-big-changes-coming-to-retirement-plans/?feed_id=49512&_unique_id=63991da67a6dc #Inflation #Retirement #GoldIRA #Wealth #Investing #employeematchonstudentloans #newcatchupprovisions #retirementplanningat65 #secureact #secureact2 #secureact2.0 #secureact2.0details #secureact2.0explained #secureact2.0highlights #secureact2.0news #secureactexplained #457Plan #employeematchonstudentloans #newcatchupprovisions #retirementplanningat65 #secureact #secureact2 #secureact2.0 #secureact2.0details #secureact2.0explained #secureact2.0highlights #secureact2.0news #secureact