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roth hashtag performance

The TikTok hashtag #roth often features content related to financial literacy, investment strategies, retirement planning, personal finance advice, budget tips, and educational resources, particularly focusing on Roth IRAs and savings.
Comment below โ€œBANKโ€ to start yours today! Unfortunately this is not how most phone calls go with agents. Most of the time they structure it completely opposite than mentioned above. Make sure that you talk to an agent that you trust ๐Ÿ’ช #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking
๐Ÿ’ก The IRS Doesnโ€™t Want You to Know This! ๐Ÿ’ก Did you know that cash value life insurance comes with major tax advantages? ๐Ÿ‘€ โœ… Tax-deferred growth: Your cash value grows over time without being taxed annually. โœ… Tax-free withdrawals: Access your money strategically and avoid taxes in retirement. โœ… Legacy planning: Pass on wealth to your loved ones tax-free with the death benefit. ๐Ÿ“‰ The IRS doesnโ€™t talk about this because it means YOU keep more of your hard-earned money. ๐Ÿ’ฐ #Investments #Banks #LifeInsurance #Roth #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking #RothIRA #InsuranceQuote #TermLife #TermInsurance
Want $2M tax-free by age 65? Here's how: ๐Ÿ’ฐ $600/month at 25 OR $2,750/month at 45. Start investing TODAY for your tax-free retirement ATM.๐Ÿง Find all the valuable tax-saving strategies youโ€™ll need in my FREE Ebook - https://markjkohler.com/tax-pro-ebook-2024/ #cpa #age #retirement #taxfree #atm #roth #ira #fund #fyp
Did you know you can set up a Roth FIA and have the upside of the market with protection from the downside? #fia #retirement #wealth #roth #rothira
What just 1 bad year in the market can do to your retirement account #401k #stocks #ira #roth #fia
Become A Tax Free Millionaire In 2025 With A Roth IRA!๐Ÿ“ˆ #roth #rothira #stocks #stockmarket #invest #investing #trading #tradingstocks #money #finance #business #topstocks
Comment โ€œIULโ€ below to learn how! ๐Ÿ‘‰ In this client scenario, this is a 45 year old male with a standard rating.  He is putting away $2,500 every month or $30,000 every year until he is 65 years old. This is a Max Funded minimum death benefit policy designed for max cash accumulation ๐Ÿ’ฐ ๐Ÿ‘‰ He will immediately have a death benefit of $516,744 which would get paid to his beneficiaries if he passes away along with his cash value. It will even pay out in the event he because critically, chronically, or terminally ill. ๐Ÿฆ ๐Ÿ‘‰ He will have $348,834 available for uninterrupted loans after 10 years, and about $1.1mil at the age of 65 years old. ๐Ÿค‘ ๐Ÿ‘‰ If he chooses to, he can trigger an income stream at 65 of $98,000 a year or $8,100 a month TAX FREE for retirement! ๐Ÿ‘‰ The interest rate is assuming a 6.44%. This interest rate is NOT guaranteed, but is based on what this account has historically done in the past. ๐Ÿ“Š Comment โ€œIULโ€ below to learn how! *All videos are for educational purposes only #investments #banks #lifeinsurance #roth #newyear #financialfreedom #generationalwealth #legacy #annuity #ira #401k #iul #cds #savings #interestrates #inflation #beyourownbank #infinitebanking
The sooner you start planning for retirement the better off you will be #roth #taxes #taxfree #2025 #wealth #retirement
Did you know that if you recently left your employer and have an old 401k/IRA/ ROTH/TSP or any other qualified retirement account you are eligible to roll those funds into an FIA and prevent your account from ever losing money and average Bee 10-20% gains annually #fia #401k #roth #retirement #wealthmanagement
Miss a premium, lose your policy. But a Roth IRA? ๐Ÿค” Let it marinate and come back when youโ€™re ready. Build a flexible plan for the life you want. ๐Ÿ’ฏ Want the ultimate tax and planning strategies? Grab my FREE Ebook today - https://markjkohler.com/tax-pro-ebook-2024/ #cpa #taxes #premium #roth #ira #insurance #policy #strategy #fyp
If you have an old 401k or IRA from a previous employer you can roll those funds into a private FIA and protect your account from market losses. #fia #401k #ira #roth #retirement
Maximize your retirement potential: ๐Ÿ’ช Convert 401(k) funds to a Roth and make every dollar count! ๐Ÿ’ธ Find all the valuable tax-saving strategies youโ€™ll need in my FREE Ebook - https://markjkohler.com/tax-pro-ebook-2024/ #cpa #wealth #roth #savings #retirement #funds #conversions #fyp
Did you know you can roll funds from previous employer 401k plans and IRAs into a private FIA and protect it from market losses? #finance #wealth #money #roth #401k #retirementplanning
Comment โ€œIULโ€ below to learn how! ๐Ÿ‘‰ In this client scenario, this is 25 year old male putting away $600 per month or $7,200 a year until he is 65 years old. ๐Ÿ’ฐ ๐Ÿ‘‰ He will immediately have a death benefit of $203k which would get paid to his beneficiaries if he passes away along with his cash value. ๐Ÿฆโ€จ ๐Ÿ‘‰The interest rate is assuming a 6.42%. This interest rate is NOT guaranteed, but is based on what this account has done over the last 20 years. ๐Ÿ“Š ๐Ÿ‘‰He will have $83k available for loans after 10 years and about $1,380,000 at the age of 65 years old. ๐Ÿ’ช ๐Ÿ‘‰If he choose to, he can trigger an income stream at 65 (60 at the earliest) of $127k a year that would at that time be guaranteed for life ๐Ÿ’ธ ๐Ÿ‘‰If he lives for at least 25 years after retirement, this will pay him $3.1M of income ($127k for 25 years) ๐Ÿ‘‰If he passes away prematurely, the remainder of the cash value and death benefit will pay out to his beneficiaries. If his original account is depleted, the insurance company will continue to pay that $127k until he passes away. ๐Ÿ‘‰Throughout his life, he can take a loan against the cash value. This is a loan from the life insurance company so his account value isnโ€™t affected. He can pay these loans back whenever he wants and continue leveraging tax free loans for investment purposes like buying real estate, etc. If he never pays these back, they will pull it out of her death benefit when he passes away. ๐Ÿ‘‰ DISCLAIMER: You must be able to qualify medically to get an IUL. This is a life insurance policy๐Ÿ’ธ Comment โ€œIULโ€ below to begin! #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking
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Comment โ€œIULโ€ below to learn how! ๐Ÿ‘‰ In this client scenario, this is 25 year old male putting away $600 per month or $7,200 a year until he is 65 years old. ๐Ÿ’ฐ ๐Ÿ‘‰ He will immediately have a death benefit of $203k which would get paid to his beneficiaries if he passes away along with his cash value. ๐Ÿฆโ€จ ๐Ÿ‘‰The interest rate is assuming a 6.42%. This interest rate is NOT guaranteed, but is based on what this account has done over the last 20 years. ๐Ÿ“Š ๐Ÿ‘‰He will have $83k available for loans after 10 years and about $1,380,000 at the age of 65 years old. ๐Ÿ’ช ๐Ÿ‘‰If he choose to, he can trigger an income stream at 65 (60 at the earliest) of $127k a year that would at that time be guaranteed for life ๐Ÿ’ธ ๐Ÿ‘‰If he lives for at least 25 years after retirement, this will pay him $3.1M of income ($127k for 25 years) ๐Ÿ‘‰If he passes away prematurely, the remainder of the cash value and death benefit will pay out to his beneficiaries. If his original account is depleted, the insurance company will continue to pay that $127k until he passes away. ๐Ÿ‘‰Throughout his life, he can take a loan against the cash value. This is a loan from the life insurance company so his account value isnโ€™t affected. He can pay these loans back whenever he wants and continue leveraging tax free loans for investment purposes like buying real estate, etc. If he never pays these back, they will pull it out of her death benefit when he passes away. ๐Ÿ‘‰ DISCLAIMER: You must be able to qualify medically to get an IUL. This is a life insurance policy๐Ÿ’ธ Comment โ€œIULโ€ below to begin! #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking
Did you know that if you recently left your employer and have an old 401k/IRA/ ROTH/TSP orany other qualified retirement account you are eligible to roll those funds into an FIA and prevent your account from ever losing money and average 10-20% gains annually #roth #401k #ira #retirement
Donโ€™t let airdropped currency fall into your Roth IRA wallet! ๐Ÿ‘พ๐Ÿ’ธ Disallowed Contributions only lead to penalties. Put any unexpected cryptocurrency in your personal wallet instead and stay compliant. ๐Ÿ˜‰ Find all the valuable tax-saving strategies youโ€™ll need in my FREE Ebook - https://markjkohler.com/tax-pro-ebook-2024/ #cpa #taxes #crypto #airdrop #contributions #roth #ira #wallet #penalties #fyp
Understanding โ€˜Max Fundingโ€™ an IUL Policy ๐Ÿฆ  When getting an IUL, based on your AGE, GENDER & DEATH BENEFIT, the insurance carrier will produce an illustration with a few values: Minimum premium - this is like emergency level minimum. Not to ever be used. Policy will lapse extremely fast. โ›”๏ธ Target premium - what many of us refer to as the โ€œminimumโ€. The amount recommended at a minimum to be put in by the life insurance company ๐Ÿ‘  Guideline level - this is the max you can contribute on a monthly/annual basis without going over the threshold and becoming taxable๐Ÿ’ฐ  If you get a policy, regardless of the size, and you are contributing the GUIDELINE LEVEL every single year, you are MAX FUNDING an IUL ๐Ÿ’ช  There are other values that I will explain in another video!  #Investments #Banks #LifeInsurance #Roth #NewYear #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking
Comment โ€œIULโ€ below to learn how! ๐Ÿ‘‰ In this client scenario, this is a 37 year old male with a standard rating.  He is putting away $1,000 every month or $12,000 every year until he is 65 years old. This is a Max Funded minimum death benefit policy designed for max cash accumulation ๐Ÿ’ฐ ๐Ÿ‘‰ He will immediately have a death benefit of $263,121 which would get paid to his beneficiaries if he passes away along with his cash value. It will even pay out in the event he because critically, chronically, or terminally ill. ๐Ÿฆ ๐Ÿ‘‰ He will have $142,117 available for uninterrupted loans after 10 years, and about $869,309 at the age of 65 years old. ๐Ÿค‘ ๐Ÿ‘‰ If he chooses to, he can trigger an income stream at 65 of $78,000 a year or $6,500 a month TAX FREE for retirement! This would last him until about age 90.  ๐Ÿ‘‰ The interest rate is assuming a 6.44%. This interest rate is NOT guaranteed, but is based on what this account has historically done in the past. ๐Ÿ“Š Comment โ€œIULโ€ below to learn how! *All videos are for educational purposes only #investments #banks #lifeinsurance #roth #newyear #financialfreedom #generationalwealth #legacy #annuity #ira #401k #iul #cds #savings #interestrates #inflation #beyourownbank #infinitebanking
Comment โ€œIULโ€ below to learn how! ๐Ÿ‘‰ In this client scenario, this is a 34 year old male with a standard rating.  He is putting away $600 every month or $7,200 every year until he is 65 years old. This is a Max Funded minimum death benefit policy designed for max cash accumulation ๐Ÿ’ฐ ๐Ÿ‘‰ He will immediately have a death benefit of $171,306 which would get paid to his beneficiaries if he passes away along with his cash value. It will even pay out in the event he because critically, chronically, or terminally ill. ๐Ÿฆ ๐Ÿ‘‰ He will have $84,307 available for uninterrupted loans after 10 years, and about $650,716 at the age of 65 years old. ๐Ÿค‘ ๐Ÿ‘‰ If he chooses to, he can trigger an income stream at 65 of $57,000 a year or 4,750 a month TAX FREE for retirement! ๐Ÿ‘‰ The interest rate is assuming a 6.44%. This interest rate is NOT guaranteed, but is based on what this account has historically done in the past. ๐Ÿ“Š Comment โ€œIULโ€ below to learn how! *All videos are for educational purposes only #investments #banks #lifeinsurance #roth #newyear #financialfreedom #generationalwealth #legacy #annuity #ira #401k #iul #cds #savings #interestrates #inflation #beyourownbank #infinitebanking
Comment โ€œIULโ€ below to learn how! ๐Ÿ‘‰ In this client scenario, this is 40 year old male putting away $1,500 per month or $18,000 a year until he is 65 years old. ๐Ÿ’ฐ ๐Ÿ‘‰ He will immediately have a death benefit of $360k which would get paid to his beneficiaries if he passes away along with his cash value. ๐Ÿฆโ€จ ๐Ÿ‘‰The interest rate is assuming a 6.42%. This interest rate is NOT guaranteed, but is based on what this account has done over the last 20 years. ๐Ÿ“Š Assuming the above interest rateโ€ฆ. ๐Ÿ‘‰He will have $9,227 available after 1 year, $27k after 2 years and $87k after 5 years for policy loans or withdrawals. ๐Ÿ‘‰ At the age of 65 he will have accumulated $1,053,929 in retirement ๐Ÿ’ช ๐Ÿ‘‰If he choose to, he can trigger an income stream at 66 (60 at the earliest) of $73k a year that would at that time be guaranteed for life ๐Ÿ’ธ ๐Ÿ‘‰If he lives for at least 25 years after retirement, this will pay him $1.8M of income ($73k for 25 years) ๐Ÿ‘‰If he passes away prematurely, the remainder of the cash value and death benefit will pay out to his beneficiaries. If his original account is depleted, the insurance company will continue to pay that $73k until he passes away. ๐Ÿ‘‰Throughout his life, he can take a loan against the cash value. This is a loan from the life insurance company so his account value isnโ€™t affected. He can pay these loans back whenever he wants and continue leveraging tax free loans for investment purposes like buying real estate, etc. If he never pays these back, they will pull it out of her death benefit when he passes away. ๐Ÿ‘‰ DISCLAIMER: You must be able to qualify medically to get an IUL. This is a life insurance policy๐Ÿ’ธ Comment โ€œIULโ€ below to begin! #Investments #Banks #LifeInsurance #Roth #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking #RothIRA
1.7k
Comment โ€œIULโ€ below to learn how! ๐Ÿ‘‰ In this client scenario, this is 40 year old male putting away $1,500 per month or $18,000 a year until he is 65 years old. ๐Ÿ’ฐ ๐Ÿ‘‰ He will immediately have a death benefit of $360k which would get paid to his beneficiaries if he passes away along with his cash value. ๐Ÿฆโ€จ ๐Ÿ‘‰The interest rate is assuming a 6.42%. This interest rate is NOT guaranteed, but is based on what this account has done over the last 20 years. ๐Ÿ“Š Assuming the above interest rateโ€ฆ. ๐Ÿ‘‰He will have $9,227 available after 1 year, $27k after 2 years and $87k after 5 years for policy loans or withdrawals. ๐Ÿ‘‰ At the age of 65 he will have accumulated $1,053,929 in retirement ๐Ÿ’ช ๐Ÿ‘‰If he choose to, he can trigger an income stream at 66 (60 at the earliest) of $73k a year that would at that time be guaranteed for life ๐Ÿ’ธ ๐Ÿ‘‰If he lives for at least 25 years after retirement, this will pay him $1.8M of income ($73k for 25 years) ๐Ÿ‘‰If he passes away prematurely, the remainder of the cash value and death benefit will pay out to his beneficiaries. If his original account is depleted, the insurance company will continue to pay that $73k until he passes away. ๐Ÿ‘‰Throughout his life, he can take a loan against the cash value. This is a loan from the life insurance company so his account value isnโ€™t affected. He can pay these loans back whenever he wants and continue leveraging tax free loans for investment purposes like buying real estate, etc. If he never pays these back, they will pull it out of her death benefit when he passes away. ๐Ÿ‘‰ DISCLAIMER: You must be able to qualify medically to get an IUL. This is a life insurance policy๐Ÿ’ธ Comment โ€œIULโ€ below to begin! #Investments #Banks #LifeInsurance #Roth #FinancialFreedom #GenerationalWealth #Legacy #Annuity #IRA #401k #IUL #CDs #Savings #InterestRates #Inflation #BeYourOwnBank #InfiniteBanking #RothIRA
Guy exposed How to Set up Roth IRA in 45 Seconds #finance #roth #moneysavingtips #money

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