Don't Retire in 2025 Until You've Watched This! скачать в хорошем качестве

Don't Retire in 2025 Until You've Watched This!

Retiring in 2025? Medicare changes, 401k "turbo savings," and smart tax planning are critical! This video breaks down key strategies for retirees and pre-retirees. Don't leave money on the table – watch now and visit https://riverbendwealthmanagement.com/ to schedule a consultation. Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA I have been a financial advisor since 1997 and worked for a few of the regional and national firms. But something never felt right. I wanted to be a true fiduciary and reduce the conflicts of interest that plague the industry. In 2019, I founded Riverbend Wealth Management. A FEE-ONLY Advisory Firm that specializes in helping retirees and business owners live their best life free from financial worry or burden. We do this by providing: → Social Security Optimization → Tax Planning → Income Planning → Exit Planning for Business Owners → Retirement Planning → Estate Planning 🔗 If you would like some help in any of these areas, feel free to reach out to us → https://calendly.com/all-riverbend-ad... ⏱ Timestamps: 0:00 - Don't Retire in 2025 Until You've Watched This! 0:31 – Tax Loss Harvesting 1:43 – Capital Gains 3:12 – Tax free or taxable 4:18 – Tax Return 5:50 – Gifting Money 7:20 – 529 Plan 8:05 – Retirement plan account 8:30 - Beneficiaries 9:38 – Medicare Drug Costs 10:05 – 401k ______ Check out our video disclosures → https://riverbendwealthmanagement.com...