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Are you approaching 59 1/2 and have a 401(k) or 403(b)? You may have a bunch of questions about how to create an income from your retirement savings account. Let’s chat. I’ve got some ideas for you. #401k #403b #401kplan #401kplans #retirementsavings #savingforretirement #401krollover #retirementincome

Are you approaching 59 1/2 and have a 401(k) or 403(b)? You may have a bunch of questions about how to create an income from your retirement savings account. Let’s chat. I’ve got some ideas for you. #401k #403b #401kplan #401kplans #retirementsavings #savingforretirement #401krollover #retirementincome

Are you ready to roll over your 401(k) and give your boss the boot? I just talked to a woman today who’s ready to do the same thing but she’s just not sure how to do it and create an income for life from her 401(k). If this sounds like you reach out, I can help you get her done. #401k #401krollover #401kplan #incomeforlife #readytoretire #retirementsavings #retirementincome

Are you ready to roll over your 401(k) and give your boss the boot? I just talked to a woman today who’s ready to do the same thing but she’s just not sure how to do it and create an income for life from her 401(k). If this sounds like you reach out, I can help you get her done. #401k #401krollover #401kplan #incomeforlife #readytoretire #retirementsavings #retirementincome

6 ways to save for retirement. Have you considered them all? 401k, Roth 401k, IRA, Roth IRA, HSA and life insurance. #retirementsavings #401k, #roth401k, #ira #rothira, #hsa #lifeinsurance

6 ways to save for retirement. Have you considered them all? 401k, Roth 401k, IRA, Roth IRA, HSA and life insurance. #retirementsavings #401k, #roth401k, #ira #rothira, #hsa #lifeinsurance

“You can't go into retirement without having a good baseline of spending. That's, you know, it's a math problem ultimately,” Fritz Gilbert Founder of The Retirement Manifesto says. #yahoofinance #yahoofinancepodcast #yahoofinancedecodingretirement #podcast #podcastclips #retirement #retirementplanning #retirementplan #retire #howto #socialsecurity #retirementsavings #retirementfund

“You can't go into retirement without having a good baseline of spending. That's, you know, it's a math problem ultimately,” Fritz Gilbert Founder of The Retirement Manifesto says. #yahoofinance #yahoofinancepodcast #yahoofinancedecodingretirement #podcast #podcastclips #retirement #retirementplanning #retirementplan #retire #howto #socialsecurity #retirementsavings #retirementfund

How would you like to have all the fax and figures on Social Security, Medicare taxes, and retirement and retirement plan contributions? Well, the good news is I’ve got you because I’ve created a Retirement Planning Cheat Sheet and you get download a copy for free at: www.RetireCheatSheet.com. #retirementcheatsheet #socialsecurity #medicare #retirementsavings #401k #taxesinretirement #factsandfigures #retirementsolved #financialliteracy

How would you like to have all the fax and figures on Social Security, Medicare taxes, and retirement and retirement plan contributions? Well, the good news is I’ve got you because I’ve created a Retirement Planning Cheat Sheet and you get download a copy for free at: www.RetireCheatSheet.com. #retirementcheatsheet #socialsecurity #medicare #retirementsavings #401k #taxesinretirement #factsandfigures #retirementsolved #financialliteracy

Are 401ks the best place to put your money? The real answer is this: It entirely depends on your situation. Just like a winter jacket isn’t useful in the summertime, financial products like 401ks, whole life insurance, or Roth IRAs work best in the right context woth specific goals and criteria. For 401ks, if you have a competitive match and don’t mind the lack of liquidity, they’re great. Other than that you are limiting your investment options and liquidity with no benefit. Here’s the facts: If someone is pushing a one-size-fits-all blanket strategy, they’re likely just pushing that product to earn a commission—sometimes knowingly, sometimes unknowingly. Quality Retirement planning is holistic and situational, not sales-driven. Check our TT page link or website to schedule a consultation to learn what to do to convert that old 401k into Lifetime-Guaranteed Income #FinancialSecurity #RetirementSavings #Insurance #401k #RetirementPlanning #FinancialFreedom #KnowTheTruth”

Are 401ks the best place to put your money? The real answer is this: It entirely depends on your situation. Just like a winter jacket isn’t useful in the summertime, financial products like 401ks, whole life insurance, or Roth IRAs work best in the right context woth specific goals and criteria. For 401ks, if you have a competitive match and don’t mind the lack of liquidity, they’re great. Other than that you are limiting your investment options and liquidity with no benefit. Here’s the facts: If someone is pushing a one-size-fits-all blanket strategy, they’re likely just pushing that product to earn a commission—sometimes knowingly, sometimes unknowingly. Quality Retirement planning is holistic and situational, not sales-driven. Check our TT page link or website to schedule a consultation to learn what to do to convert that old 401k into Lifetime-Guaranteed Income #FinancialSecurity #RetirementSavings #Insurance #401k #RetirementPlanning #FinancialFreedom #KnowTheTruth”

Uncover the truth behind your 401(k)! It’s commonly mistaken for just a retirement account, but it’s actually an Internal Revenue Service tax code. This eye-opening perspective reveals how understanding the nuances of a 401(k) can lead to better financial security. In a world where market volatility can wipe out savings overnight, gaining insights into protecting and maximizing your 401(k) is crucial. Find out the essential strategies that can safeguard your financial future and learn how to build a robust retirement plan. Don’t let history repeat itself—arm yourself with knowledge and discover how to shield your retirement funds from potential risks. Get the inside scoop that everyone wishes they knew! #401k #RetirementSavings #FinancialLiteracy #InvestSmart #TaxCode #RetirementPlanning #WealthManagement #MoneyMatters #FinancialFreedom #SecureYourFuture

Uncover the truth behind your 401(k)! It’s commonly mistaken for just a retirement account, but it’s actually an Internal Revenue Service tax code. This eye-opening perspective reveals how understanding the nuances of a 401(k) can lead to better financial security. In a world where market volatility can wipe out savings overnight, gaining insights into protecting and maximizing your 401(k) is crucial. Find out the essential strategies that can safeguard your financial future and learn how to build a robust retirement plan. Don’t let history repeat itself—arm yourself with knowledge and discover how to shield your retirement funds from potential risks. Get the inside scoop that everyone wishes they knew! #401k #RetirementSavings #FinancialLiteracy #InvestSmart #TaxCode #RetirementPlanning #WealthManagement #MoneyMatters #FinancialFreedom #SecureYourFuture

Want to learn one of the number one ways to have more money in retirement? Then join me and my guest speaker on Wednesday, January 29 at 6:30 PM for our taxes in retirement MasterClass. Will be sharing some unique strategies to help you keep more of your hard earned retirement savings. Signup at: www.TaxSmartWebinar.com. #taxesinretirement #taxfreeretirement #taxplanning #retirementsavings #retirementsolved #paylesstaxes #taxfree #retirement

Want to learn one of the number one ways to have more money in retirement? Then join me and my guest speaker on Wednesday, January 29 at 6:30 PM for our taxes in retirement MasterClass. Will be sharing some unique strategies to help you keep more of your hard earned retirement savings. Signup at: www.TaxSmartWebinar.com. #taxesinretirement #taxfreeretirement #taxplanning #retirementsavings #retirementsolved #paylesstaxes #taxfree #retirement

So many people assume they can take 7-10% from their retirement savings nest egg because they’re earning 7-10%. This is a false assumption because of market volatility among many other risks. You need to understand these risks and a concept called Safe Withdrawal Rate. Let me clear up a few things and teach you a bit about retirement income planning and how to use retirement income sources to help increase your Safe Withdrawal Rate. #safewithdrawalrate #retirementincome #retirementsavings #retirementinvestments #herretirement #retirementportfolio #retirementincomeplanning #retirementsolved #nestegg

So many people assume they can take 7-10% from their retirement savings nest egg because they’re earning 7-10%. This is a false assumption because of market volatility among many other risks. You need to understand these risks and a concept called Safe Withdrawal Rate. Let me clear up a few things and teach you a bit about retirement income planning and how to use retirement income sources to help increase your Safe Withdrawal Rate. #safewithdrawalrate #retirementincome #retirementsavings #retirementinvestments #herretirement #retirementportfolio #retirementincomeplanning #retirementsolved #nestegg

Understanding your FIN number, or Final Income Number, is crucial for securing a stable retirement. This enlightening clip breaks down how calculating your FIN can set you on the path to financial freedom. It highlights the importance of aiming for 20 times your annual salary as a benchmark to ensure you have enough to retire comfortably. With insights stemming from the challenges faced during the 2008 financial crisis, this video offers invaluable advice on protecting your financial assets from market volatility. Don’t leave your retirement to chance—arm yourself with the knowledge to build a resilient financial future. #RetirementPlanning #FINNumber #FinancialFreedom #WealthManagement #RetirementSavings #401K #MoneyMatters #InvestmentStrategy #SecureYourFuture #FinanceTips #FinancialLiteracy

Understanding your FIN number, or Final Income Number, is crucial for securing a stable retirement. This enlightening clip breaks down how calculating your FIN can set you on the path to financial freedom. It highlights the importance of aiming for 20 times your annual salary as a benchmark to ensure you have enough to retire comfortably. With insights stemming from the challenges faced during the 2008 financial crisis, this video offers invaluable advice on protecting your financial assets from market volatility. Don’t leave your retirement to chance—arm yourself with the knowledge to build a resilient financial future. #RetirementPlanning #FINNumber #FinancialFreedom #WealthManagement #RetirementSavings #401K #MoneyMatters #InvestmentStrategy #SecureYourFuture #FinanceTips #FinancialLiteracy

My fellow veterans- please watch out for this type of stuff. The VA will never reach out in regards to an IUL policy or Income Annuity. You can infact use these products to amplify your retirement income, but the VA will never REACH OUT. #veterans #veteran #retirementincome #retirementgoals #retirementsavings #financialliteracy #retirementplanning #401k #iul #TSP

My fellow veterans- please watch out for this type of stuff. The VA will never reach out in regards to an IUL policy or Income Annuity. You can infact use these products to amplify your retirement income, but the VA will never REACH OUT. #veterans #veteran #retirementincome #retirementgoals #retirementsavings #financialliteracy #retirementplanning #401k #iul #TSP

Unlock Massive Tax Deductions: Solo 401(k) Explained Discover the incredible benefits of a Solo 401(k) and how you can pair it with a Roth for substantial tax deductions. We break down the simple steps to maximize your contributions and minimize administrative costs—potentially saving you up to $75,000. #Solo401k #TaxDeductions #FinancialPlanning #RetirementSavings #RothIRA #InvestmentStrategy #WealthBuilding #PersonalFinance #SmallBusinessFinance #TaxStrategies

Unlock Massive Tax Deductions: Solo 401(k) Explained Discover the incredible benefits of a Solo 401(k) and how you can pair it with a Roth for substantial tax deductions. We break down the simple steps to maximize your contributions and minimize administrative costs—potentially saving you up to $75,000. #Solo401k #TaxDeductions #FinancialPlanning #RetirementSavings #RothIRA #InvestmentStrategy #WealthBuilding #PersonalFinance #SmallBusinessFinance #TaxStrategies

Achieving retirement: How to create a pension like income during retirement so you can guarantee never going broke. This is what you call an annuity. #retirementincome #retirementgoals #retirementsavings #financialliteracy #retirementplanning #financialplanning

Achieving retirement: How to create a pension like income during retirement so you can guarantee never going broke. This is what you call an annuity. #retirementincome #retirementgoals #retirementsavings #financialliteracy #retirementplanning #financialplanning

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