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Retirement Planning

To Roth or Not to Roth, Part 2 – Tax Planning on the Whiteboard [Video]

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To Roth or Not to Roth, Part 2 – Tax Planning on the Whiteboard

We already covered WHAT a Roth conversion is and HOW it could possibly be used. Now, we discuss the PROS and the CONS. Remember, everyone’s financial situation is unique! So, be sure to speak to your tax, legal, and/or financial advisor prior to making any decisions involving tax strategies, especially Roth conversions.

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Retirement Planning

Live a Tax Free Retirement (Legally) - Tax Free Retirement Income - Retire Tax Free [Video]

Is there way to have a tax free retirement, legally? In this video, we dive deeper into how taxes work, how to retire tax free, and the benefits of planning ahead in order to stop paying taxes legally on income and interest earned on a leveraged life insurance, infinite banking, policy.There is often a good question, what's better, a Roth IRA vs 401k? A Roth IRA vs traditional IRA? Should we pay taxes now, or should we let our money grow first, defer taxes now, and pay the taxes later? What if I said it didn't matter? What if I told you the outcome is the same? What if I told you that the best way to approach taxes is to pay taxes now, and then to use products and strategies that avoid taxes indefinitely? This is how to save tax in USA, how to legally save on taxes, in a way that also offers some other benefits.Not only the leveraged life insurance, infinite banking concept, type policies we use help generate this leveraged, tax free income, it also offers added death benefits, low risk, high return interest rates, no loss provisions, and many other benefits besides just the tax advantages!Let's learn more about retiring tax free, with Dan Thompson and Wise Money Tools!--------------------------------------------------------------Click the link to access additional information on building your wealth, tax-free!Visit - https://10xRetirementGuide.comSetup a personal strategy session with me:https://letsmeet.io/wisemoneytools/15-minute-strategy-sessionLike and Subscribe!https://www.youtube.com/channel/UCNtQmqZlNUwzPuWmHPI_oSg?sub_confirmation=1Visit me on the web-http://WiseMoneyTools.com/I have been involved in financial planning for over 36 years. I started out as a high volume stockbroker. After working with millions of dollars I decided there had to be another way for people to earn money in the market without all the risky ups and downs that leave you where you started, or worse. After reading a ton of books I came across a book on the Infinite Banking Concept and it completely changed my life and the way I view investments. Now I focus on building wealth using a tool we developed by leveraging life insurance. This way we can get:Double Digit returnsKeep you money safeKeep your money liquidCreate substantial passive incomeLeave a legacy for you familyAnd do it all Tax-Free!I post videos regularly so if you have any questions of comments feel free to email them to...dan at wisemoneytools dot com

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Retirement Planning

Social Security & Biden… [Video]

Social Security and BidenIn this video, we discuss Social Security and President Biden. Two very important topics that we need to discuss and if these two are related and if they will work together. Social Security benefits include retirement, SSDI, survivors benefits and we also refer to SSI, supplemental security income in this video. Social Security benefits send out a very important monthly benefits to roughly 65 million Beneficiaries along with SSI, supplemental security income, 70 million Beneficiaries rely on this monthly checks each and every month, these are incredibly important. We are discussing President Biden in reference to Social Security, SSDI, SSI monthly benefits.Please make sure to subscribe to the Blind to Billionaire channel and share this video with your friends, family, social media and check out any of the other videos here on the channel. Fan Club - Join Here:https://www.youtube.com/channel/UCYqOP98j1cPqLzN2-AAgsHQ/joinFREE Stocks Here:https://a.webull.com/8XVrtYUM4U86HxGaGKFREE $30 when you spend $30 here:https://www.rakuten.com/r/BLINDT32Shop Amazon Here:https://amzn.to/2UjdFCz***Disclaimer*** All the material in this video is for entertainment purposes only and is not financial, legal, accounting, tax, investment advice, or advice in any way. This information should be used as general information for entertainment purposes, we highly advise you speak to your professional for specific information. We are not liable in any way, shape, or form as a result of any information discussed in this video. Links shown above are affiliate links which will result in the creator receiving a small commission upon the use/registration of the link provided.Blind to Billionaire is a dedicated YouTube channel to bring you daily updates and information to be The most valuable and high-quality information for this community. Blind to Billionaire is very dedicated to this community so please make sure to subscribe, share this video and check out any of the other thousands of videos here on the channel.#SocialSecurity #SSDI #SSI #BlindToBillionaire