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Retirement Planning

What’s an Annuity? What’s a Defined Benefit Plan? Find Out Now In The Fourth Cup Of Joe! [Video]

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What’s an Annuity? What’s a Defined Benefit Plan? Find Out Now In The Fourth Cup Of Joe!

If you’re like 64% of Americans, you can’t go without it, and it’s one of the most important “to-do’s” on your daily list. And if you’re like me, if you don’t have it, your day is off to a rough start. If you haven’t guessed it yet, we’re talking about your daily cup of joe! It’s important. It gets you through those tough mornings and keeps you moving throughout the day.

Just like your daily cup of joe, learning new things is also very important. It keeps your brain sharp and gets you thinking. However, some things are more enjoyable to learn than others. And though the topic of finance and your retirement can be dull, it doesn’t have to be. It’s also an important topic – especially with proposed tax bills potentially affecting your retirement.

For this reason, we’re introducing a brand new segment with one of our advisors, Joe. This segment will cover the terms and definitions used in news articles, tax bills, and financial blogs.

So, smash that subscribe button and don’t miss your daily Cup of Joe.

Timestamps/chapters:
0:30- 1:00 What is an Annuity?
1:03 – 1:20 What is a Defined Benefit Plan?

Want to schedule a no-risk, no-hassle, complimentary consultation to discuss your retirement? Click here: https://bit.ly/39MzAfl

#FinancialAdvisor #Finances #CupofJoe #FoguthFinancial #Terms #definitions #Retirement #Annuity #DefinedBenefitPlan

Categories
Retirement Planning

*BIDEN: IT'S HUGE!* $4,000 Monthly Stimulus Coming in Bank Accounts? Fourth Stimulus Approved? [Video]

Social Security, SSDI will get this much in 2022In this video, we discuss Social Security benefits including SSDI and how much of these millions of beneficiaries will be getting in 2022 as a result of everything going on right now. Many people in this community who receive Social Security benefits are wondering how much they will get it in 2022? This is what we cover in this video, how much will Social Security, SSDI and retirement benefits get it in 2022? We discuss all the answers in this video. This Video is specifically dedicated to Social Security retirement, Social Security disability, and Social Security survivors benefits, we also do have a dedicated videos talking about SSI, supplemental security income. If you are someone who receives Social Security benefits of any kind Including SSDI, this video is for you as we talked through some numbers. Of course we do not know what each specific person will be receiving simply because everybody receives a different benefit for the most part, however we discuss a general parameters around a monthly benefits in 2022.#SSDI #SSI #SocialSecurity Todays update on stimulus for seniors, ssi, and ssdi#socialsecurity #stimulusupdate

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Retirement Planning

SCHUMER ANNOUNCES NEW DEAL! Social Security INCREASE + 4TH Stimulus Check (Update) [Video]

An update from Chuck Schumer for seniors on social security benefits retirement, ssi, and ssdi.Andrew Paulo, SSI increase raise, cola changes, ssdi, social security changes,

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Retirement Planning

December 13th - CHECKS FOR SENIORS. $2,000 Social Security Benefits Update [Video]

todays update for seniors in retirement on ssi, ssdi, and social security benefits. Andrew Paulo, Blind to billionaire, social security changes,

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Retirement Planning

How to Avoid Tax Underpayment Penalties When Performing a Roth Conversion! [Video]

Do you have need experienced help optimizing and executing your Roth Conversion strategy? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. Do you know you can't just wait until tax time in order to pay a balance you owe to the IRS? If you do, you may be subject to a tax underpayment penalty and have to pay future quarterly estimated taxes. Neither of which are very fun...Withholding the right amount for taxes is a problem throughout retirement but specifically is a problem that can arise with Roth Conversions. Roth Conversion taxes can be paid in numerous ways. From withholding taxes right out of the conversion to paying taxes from your checking or savings accounts. Regardless of how you pay taxes, the IRS will force you to pay those taxes at a specific time or face IRS penalties.In this video, we are going to clear up a hot button issue in regard to Roth Conversions - How to pay the right amount in taxes at the right timeWe will discuss: ✅ How to pay estimated taxes in order to avoid underpayment penalties✅ The way you withhold taxes will vary based on what source you are paying those taxes from✅ How to meet one of the three guidelines the IRS specifies you need to meet in order to avoid IRS penalties- - - - - - - - - - - - - - - - - - - - - - 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