• Berry Financial Group

The Importance Of Tax-Free Money In A Post COVID-19 World

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,



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BERRY FINANCIAL GROUP
MYRTLE BEACH, SC

4226 Mayfair Street 

Myrtle Beach, SC 29577

 

PHONE: 1.888.774.6181

FAX: 1.843.774.6191

NC DEPARTMENT OF INSURANCE
NCDOI Divisions, Services for Consumers, Company License Status: Berry Financial Group

Agent License Status: Richard Berry

SC DEPARTMENT OF INSURANCE
Agency Code: 142256
Individual: 154176

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Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Berry Financial Group and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Berry Financial Group offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Berry Financial Group and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.

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