Retirement [7/7 Series Pt. 1] – Tom Wheelwright & Andy Tanner - The WealthAbility Show скачать в хорошем качестве

Retirement [7/7 Series Pt. 1] – Tom Wheelwright & Andy Tanner - The WealthAbility Show

The WealthAbility Show #142: Are you thoroughly prepared for your retirement? Have you decided which plan is best for your dreams ahead? In this episode, Andy Tanner joins Tom in discovering how the government incentivizes Qualified plans to build retirement savings, and what strategy is best for you. Order Tom’s new book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ 00:00 – Intro 06:00 – What is the first step to planning for your retirement? 12:10 – What are the numbers and different factors to a 401k? 18:23 – History of 401k and how it was born. 27:04 – Should you invest in the stock market? 32:32 – What are some fundamental reasons to buy stocks? Are there problems with the sustainability of it? 40:00 – Why does a 401k work from a tax perspective? Qualified vs. Non-Qualified plan? 46:00 – What is the first thing you need if you want to go Non-Qualified? 53:45 – What are 3 actions to get started on this journey? Looking for more on Andy Tanner? Websites: thecashflowacademy.com Book: “401(k)aos” Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/ PODCAST: WealthAbility® For CPAs ********************************** Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/thenetwork/ YouTube Playlist    • WealthAbility® For CPAs Podcast   Resources ********************************** Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/ Social Media *********************************** Facebook (Tom Wheelwright)   / tom.wheelwright.cpa   Facebook (WealthAbility®)   / 4wealthability   Facebook(Tax-Free Wealth Book)   / taxfreewealthbook   Twitter (WealthAbility®)   / wealthability   Instagram (WealthAbility®)   / wealthability_now   DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.