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内容由Alec Kelso and The Real Money Pros提供。所有播客内容(包括剧集、图形和播客描述)均由 Alec Kelso and The Real Money Pros 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Smart Strategies for Retirement, College Planning, & Business Success (11/2/2024)

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Manage episode 448559018 series 3083349
内容由Alec Kelso and The Real Money Pros提供。所有播客内容(包括剧集、图形和播客描述)均由 Alec Kelso and The Real Money Pros 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Brian and Alex dive into proactive retirement planning and key strategies to make the most of your savings. We discuss how tax-efficient withdrawals and income planning can maximize funds, especially if you’re retiring before Medicare eligibility. We also cover how withdrawals from accounts like Roth IRAs and 401(k)s impact taxes and health insurance credits, making careful planning essential.

For parents, we share tips on teaching college-aged kids about managing tuition and building financial independence. We also explain the tax implications of 401(k) rollovers and the importance of direct rollovers to avoid penalties. For business owners, we emphasize the need for specialized advisors who understand the unique financial challenges of entrepreneurs. Lastly, we explore why balancing risk in investments is crucial, avoiding the extremes of being too conservative or aggressive.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Brian Wiley & Alexandra Lundgren

—————————————————————

SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.co

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

—————————————————————

  continue reading

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Artwork
icon分享
 
Manage episode 448559018 series 3083349
内容由Alec Kelso and The Real Money Pros提供。所有播客内容(包括剧集、图形和播客描述)均由 Alec Kelso and The Real Money Pros 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Brian and Alex dive into proactive retirement planning and key strategies to make the most of your savings. We discuss how tax-efficient withdrawals and income planning can maximize funds, especially if you’re retiring before Medicare eligibility. We also cover how withdrawals from accounts like Roth IRAs and 401(k)s impact taxes and health insurance credits, making careful planning essential.

For parents, we share tips on teaching college-aged kids about managing tuition and building financial independence. We also explain the tax implications of 401(k) rollovers and the importance of direct rollovers to avoid penalties. For business owners, we emphasize the need for specialized advisors who understand the unique financial challenges of entrepreneurs. Lastly, we explore why balancing risk in investments is crucial, avoiding the extremes of being too conservative or aggressive.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Brian Wiley & Alexandra Lundgren

—————————————————————

SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.co

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

—————————————————————

  continue reading

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