Unveiling the Possibilities: Treasury Bills in Your IRA Can Treasury Bills go into your IRA? Have you ever wondered if it’s possible to invest in Treasury Bills within your IRA? If so, you’re in the right place! In this informative video, we explore the potential benefits, limitations, and strategies surrounding Treasury Bills as a… Read more »
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 »
Castle Trust: Shielding Your Assets from Lawsuits In this informative video, we delve into the realm of asset protection and explore how Castle Trust can help shield your assets from lawsuits. Lawsuits can pose a significant threat to your hard-earned wealth, making it crucial to understand the strategies and mechanisms employed by Castle… Read more »
Sequence of Return Risk: Protecting Your Retirement Savings from Market Volatility In this informative video, we dive deep into the concept of Sequence of Return Risk and its impact on your retirement savings. Market volatility can significantly affect your investment returns, especially during the early years of retirement. We explore the potential dangers of… Read more »
Understanding Trust Funding: A Comprehensive Guide to Getting Your Trust Funded 0:36 2 Ways to get Assets into a Trust 1:12 Castle Trust 2:55 Lady Bird Deed 3:52 2 Types of Accounts In this video, we will delve into the complex world of trust funding and provide you with a comprehensive guide to understanding… Read more »
In this episode of Berry’s Bites, Chris Berry discusses: Tools to Combat Market Volatility 0:23 I Bonds 1:03 Treasury Bills 1:13 High-Interest Savings Accounts 1:46 Defined Outcome/Buffered ETFs 2:24 Structured Notes 2:40 Indexed Universal Life Insurance 3:05 Fixed Indexed Annuities In this video, Chris will discuss a range of tools that can help investors… Read more »
Tools to Combat Market Volatility Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via this link or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax… Read more »
In this episode of Berry’s Bites, Chris Berry answers the question: Power of Attorney, how are they held accountable? 0:20 Fiduciary Responsibility 1:06 Would you like to be the trustee? 1:29 Liability of a Power of Attorney 1:36 Who can hold a POA accountable? 2:08 Compensation for a trustee? Estate Attorney and… Read more »
How can we get an annuity inside an IRA into a Trust? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via this link or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate… Read more »
In this episode of Berry’s Bites, Chris Berry answers the question: What is going on with Silicon Valley Bank and other banks? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via this link or give our office a call at 844-885-4200. Castle… Read more »