wealth transfer strategies

How To Gift $100k To Your Family Tax Free (wealth transfer strategies)

Alex explains some strategic wealth transfer strategies including: how Intrafamily Loans and the Annual Gift Tax Exclusion work.


3 Must-Know Updates: Prepare for Tax Cuts & Jobs Act Expiration

Alex and Anthony discuss the 3 must know updates to Trump's Tax Cuts & Jobs Act Expiration


The 7 Money Mistakes That Will Ruin Your Marriage in Retirement

In this video, Anthony shares 7 money mistakes to avoid in marriage and retirement planning tips he has learned over the years.


Creating a RMD Strategy: Tailoring Your IRA Distributions to Your Needs

Creating a RMD Strategy: Tailoring Your IRA Distributions to Your Needs. 3 options for what to do with your RMD's.


Simple Way To Maximize Your Social Security Benefit + 4 Pitfalls You Must Avoid

Simple Way To Maximize Your Social Security Benefit + 4 Pitfalls You Must Avoid. Timing of taking social security, spouse considerations.


5 Actions You Need To Take 5 Years Before Retirement

5 Actions You Need To Take 5 Years Before Retirement. Consumer debt, tax planning, medicare premiums, income gap, and investment alignment.


Is Semi-Retirement Financially Viable? 3 Key Factors to Consider

Is Semi-Retirement Financially Viable? 3 Key Factors to Consider 1. Income needs? 2. Years of part-time work 3. Living expenses


Retirement Spending Gone Wrong: 5 Purchases Retirees Wish They Could Undo

Retirement Spending Gone Wrong: 5 Purchases Retirees Wish They Could Undo. RV, vacation home, open checkbook, larger home, and expensive car


Early Retirement: 4 Common Mistakes

Early Retirement: 4 Common Mistakes: Healthcare gap, income gap, inflation, and losing purpose in retirement.


Smart Retirement Withdrawal: Start with the Best Account (Avoid Common Errors!)

Smart Retirement Withdrawal: Start with the Best Account (Avoid Common Errors!). RMD and IRMAA bracket considerations and more.


Thrive! (Not just survive) Retirement: 3 Things to Do

Thrive! (Not just survive) Retirement: 3 Things to Do: Stick to your financial plan, stay on track, and focus on tax savings


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6 Keys To Create An Impactful Legacy