We understand people are searching for answers during this uncertain time our country is facing. Because of that, we created a 7-week webinar series to provide you with wisdom, answers and solutions during a time where we need it most.
Here is our third episode where Richard Berry and Reid Mathews discuss how the importance of tax-free money in a post COVID-19 world.
Check out and register for future webinars by clicking HERE. Next week we will cover "How To Create A Full Proof COVID-19 Win-Win-Win Long Term Care Plan".
Important details from the webinar (go to the below minute marks for the details you need to know).
00::00 - 2:10 - Reid Mathews intros tonight's topic.
2:15 - 19:45 - Richard Berry discusses COVID-19 and provides you with an update how it could impact retirees.
20:45 - 37:42 - Tax questions to think about and why taxes will go up.
37::44 - 42:00 - Three tax buckets
38:00 -47:42 - Elimination of the stretch IRA and information on Roth IRA's
47:50 - 51:30 - Example of a Roth Conversion
51:35 - 58:00 - How to use Life Insurance as an investment vehicle
58:05 - 102:15 - Example of a Life Insurance Conversion
102:15 - 103:10 - How to fund life insurance with your RMD
Do you want to schedule a free, no-obligation meeting to discuss putting plans in place increasing your tax-free money? Click the button below or call 843-808-9850 to schedule an in-person or over-the-phone meeting,