Are I Bonds Still Recommended?

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In this video, we delve into the current landscape of I Bonds to answer the burning question: Are I Bonds still a recommended investment?   Join us as we explore the factors influencing the advisability of I Bonds in today’s financial climate. From interest rates to economic trends, we break down the key considerations to… Read more »

How to Pay the Roth Conversion | IRA Exit Strategy?

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How to Pay the Roth Conversion | IRA Exit Strategy?   Navigating your retirement accounts? Learn about the vital step in your IRA exit strategy – “How to Pay the Roth Conversion!” This informative video breaks down the essential aspects of Roth conversions, including strategies for covering the associated tax bill. Discover smart financial moves… Read more »

What Are The Necessary Estate Documents That Someone Would Need?

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What Are The Necessary Estate Documents That Someone Would Need? First, we have what we call Disability Documents. 1. Financial Power of Attorney – document appointing someone to make Financial Decisions. 2. Medical Power of Attorney – document appointing someone to make Medical Decisions. 3. Personal Care Plan – outlines long-term care decisions. Then we… Read more »

Minimizing Capital Gains: How to Transfer a House without Paying Capital Gains Tax

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Minimizing Capital Gains: How to Transfer a House without Paying Capital Gains Tax   In this informative video, we delve into the topic of minimizing capital gains when transferring a house to heirs without incurring capital gains tax. Many individuals want to pass down their property to their loved ones without burdening them with significant… Read more »

What Happens to a Financial Power of Attorney After the Passing of the Individual?

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In this informative video, we delve into the important topic of understanding financial power of attorney and what happens after the passing of the individual. A financial power of attorney is a legal document that grants someone the authority to make financial decisions on behalf of another person. But what happens to this authority when… Read more »

Tax Return vs. Distributions: Should You Pay Taxes First?

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In this informative video, we delve into the important question of whether you should pay taxes on your returns before considering distributions. Join us as we explore the intricate relationship between tax returns and distributions, and the potential impact on your financial situation. We’ll discuss the pros and cons of paying taxes first, as well… Read more »

Mastering the Market: Unveiling the Power of Buffered ETFs

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Mastering the Market: Unveiling the Power of Buffered ETFs Welcome to our latest video, “Mastering the Market: Unveiling the Power of Buffered ETFs.” In this insightful and educational video, we delve into the world of Buffered ETFs and uncover their potential to transform your investment strategy. Join us as we demystify the concept of Buffered… Read more »

After the Loss: What You Should Know About Handling a Deceased’s Affairs

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After the Loss: What You Should Know About Handling a Deceased’s Affairs In this insightful video, we dive deep into the crucial legal matters that arise when handling a deceased person’s affairs. Losing a loved one is a difficult experience, and understanding the legal obligations and processes is essential for a smooth transition. Join us… Read more »