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Retirement Planning

Types of Retirement Accounts [Video]

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Types of Retirement Accounts

This video will provide an overview of the different types of retirement accounts such as 401(K), 403(B), Thrift Savings Plan, Pension Plans, Traditional Individual Retirement Account (IRA), Roth Individual Retirement Account (IRA), Simplified Employee Pension (SEP) IRA, and Savings Incentive Match Plan for Employees (SIMPLE) IRA.

Resources:
Types of Retirement Accounts: Which One is Best for You?
What is an Individual Retirement Account (IRA)? How IRAs Work?
Investopediia: Individual Retirement Account (IRA)
Investopedia: 401(K) Plans: The Complete Guide

Disclaimer: This video is for informational purposes only.

Categories
Retirement Planning

WCI Podcast #221 - Beating the New Death Tax with James Lange [Video]

James Lange is a nationally recognized IRA, a 401(k) and retirement plan distribution expert, and the president and founder of the Roth IRA Institute, which helps financial professionals and IRA and retirement plan owners to get the most from their retirement plans using Roth IRA conversions as an integral part of the planning strategy. More importantly, his ideas have affected my own thinking about investing, particularly the use of retirement accounts. In this interview we discuss all these things as well as his recent book, Beating the New Death Tax, which he is giving away to WCI listeners. I really like his writing. He is not afraid to get into the weeds and give hard recommendations. So many books out there are so full of fluff. His are not. If you're into the details, this is an episode you will enjoy. Learn more here https://www.whitecoatinvestor.com/which-assets-to-spend-first/This episode of The White Coat Investor is sponsored by Biohaven Pharmaceuticals. Biohaven is a commercial-stage biopharmaceutical company with innovative therapies designed to improve the lives of patients with debilitating neurological and neuropsychiatric diseases, including rare disorders. Biohaven offers a broad pipeline of late-stage product candidates across three distinct mechanistic platforms, including developing therapies for patients with Amyotrophic Lateral Sclerosis (ALS), Alzheimer’s, and obsessive compulsive disorder (OCD). The FDA also recently gave Biohaven’s Nurtec® ODT (rimegepant) its second indication. To discover more about Nurtec ODT and Biohaven’s neuroinnovative portfolio of treatments in development, visit https://www.biohavenpharma.comThe White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!Main Website: https://www.whitecoatinvestor.comYouTube: https://www.whitecoatinvestor.com/youtubeStudent Loan Advice: https://studentloanadvice.comFacebook: https://www.facebook.com/thewhitecoatinvestorTwitter: https://twitter.com/WCInvestorInstagram: https://www.instagram.com/thewhitecoatinvestorSubreddit: https://www.reddit.com/r/whitecoatinvestorOnline Courses: https://whitecoatinvestor.teachable.comNewsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

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Retirement Planning

Trading Stocks & Options w/ Proper Risk Management to Keep Red Days Small Learn Trade & Profit LIVE! [Video]

Trading #stocks and #options with proper risk management is something EVERY Profitable trader should understand. Even when the stock market gives you red days, mitigating risk, preserving profits, and having discipline are important! Whether you are a beginner looking to understand stocks & options or a pro at #daytrading, being able to find the best stocks to buy in 2021 is a MUST & True Trading Group can help you to Learn, Trade & Profit! TONIGHT Learn one of the MOST IMPORTANT lessons that ALL Traders should know to not only make money but become consistently profitable!JOIN TTG NOW & SAVE 40% OFF Our All-Inclusive Yearly Membership! Normally $2212 *NOW JUST $1311* UNTIL MIDNIGHT MON. 7/26/2021 - Use Coupon Code: TTG121 & CLICK HERE: https://bit.ly/3hKQddTTrue Trading Group is the fastest growing & highest-rated premium online trading educational platform & community where we all share the same goal; To LEARN, TRADE & PROFIT TOGETHER!True Trading Group is now offering a 1-week trial of its platform, for FREE, Welcome to TTGFree! Click Here & Sign Up - http://ttgfree.com/ ========================================================SEND ALL MEMBERSHIP QUESTIONS TO INFO@TRUETRADINGGROUP.COM OR TEXT 201-775-9702===============================================================================================================PLEASE READ OUR FULL DISCLAIMER HERE: https://truetradinggroup.com/disclosure/========================================================* YOUR TTG MEMBERSHIP INCLUDES EVERYTHING WE CURRENTLY OFFER BELOW AND EVERYTHING WE WILL EVER OFFER! YOU WILL NEVER BE UPSOLD! 1 PRICE FOR THE YEAR GETS YOU EVERYTHING!📚 Professional Courses designed for traders of any skill level! 🤯 TTG's Trading Chat Room📰 Benzinga's Pro Live Streaming News Feed & Squawk📈 TradingView's Pro+ Real-Time Streaming Charting Software📊 Trade-Ideas Real-Time Scanner🏢 Learn & Hone Your Skills as A Trader with TTG's Trading Simulator🔥 Monthly Live Workshops, Webinars, and Study Groups🎥 TTG's Video Library: Watch 100+ hours of live workshops, webinars, and study groups.⌚ Daily Watchlist and Game Plan& SO MUCH MORE!Follow Michael on Twitter: https://twitter.com/MikeEdward_TTGLike Us on Facebook: https://www.facebook.com/truetradegroup/Follow us on Instagram: https://www.instagram.com/truetradinggroup===========================================================Live Stream / Video Topics:IPA IPA Stock SmallCaps Trading, Trading Stocks, Learn to Trade, Learn to Trade Stocks, Options, Options Trading, How to Trade Options, Trading Live, Stock Market for Beginners, Investing in the Stock Market, Day Trading, Swing Trading, Trading Education, AMC, QQQ, NCTY, TSLA, SPY, BTBT==========================================================FOR EDUCATIONAL AND INFORMATION PURPOSES ONLY; NOT INVESTMENT ADVICE TTG IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER. Neither TTG nor any of its owners or employees is registered as a securities broker-dealer, broker, investment advisor (IA), or IA representative with the U.S. Securities and Exchange Commission, any state securities regulatory authority, or any self-regulatory organization. PLEASE READ OUR FULL DISCLAIMER HERE: https://truetradinggroup.com/disclosure/

Categories
Retirement Planning

An additional after-tax contribution to your 401(k)now allowed in the plans of many large employers can grow tax free if its moved to a Roth account.

Categories
Retirement Planning

One of the most common questions we receive is " When does a roth conversion make sense?"This year? Next year? Sometime in the future? With conversions, this is the million-dollar question and will determine how valuable the conversion is to your retirement. There are numerous reasons a Roth Conversion can make sense in your situation. We'll be walking through different retirement tax hurdles you will be subject to and how conversions can overcome these hurdles in an upcoming series. In today's video, however, we are going to start with one of the most simplistic reasons a conversion will make sense - rising taxes. Despite many retirees feeling as though taxes will have to rise in the future to deal with the national debt, Congress is unpredictable. America has had a debt issue for decades and Congress appears 'asleep at the wheel'.However, there is a tax hike in our future that we don't need to predict...The sunsetting of the Tax Cuts and Jobs Act. Right now the Tax Cuts and Jobs Act lowered each tax bracket by up to 4% and almost doubled the standard deduction. This means less of your income is taxed and the income that is taxed, is taxed at a lower rate. However, this is set to revert back to the old tax code in 2026. This means right now, retirees have a powerful window of opportunity for conversions that is closing fast!Have you been taking advantage of it? In this video, we will discuss:✅ Why a Tax Cuts and Jobs Act Roth Conversion gives retirees an added benefit✅ How to assess a 2021 Roth Conversion ✅ What the closing of this window of opportunity looks like in a forward-looking tax plan- - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan"🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA...🏆 Join our 'Retirement Mastery' Facebook Group: https://bit.ly/retirement-mastery-group📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generation-Financial-Investing/dp/B08H6TCMFNSafeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduciary