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learn how to make sound decisions with personal retirement accounts by understanding the differences between 401k , IRA and 403b.
Learn how to invest in person retirement accounts such as IRA,401k and 403b.
Today I chat with Sharon Pivirotto as we discuss the 401k Client Acquistion Workshop:
Would you like to grow your 401k business but lack sales resources and qualified leads?
It continues to get more difficult to get plan sponsors’ time and attention and compete for new 401k business.
Why do some advisors consistently grow year over year while other advisors struggle to even get a qualified appointment?
The difference isn’t in sales skills or fiduciary status. The difference is hidden inside the tactics and strategies used and the implementation of those strategies.
Sharon along with Stephen Wershing and Jane Murphy have created a new workshop to help Advisors streamline and implement a new age client acquisitoin strategy.
You can find more info here: www.401kbestpractices.com/401kstudygroup
Go to www.BuildYourBunker.com now.
STOP The Government Taxation Of Your Financial Future!
If you have a large 401k or IRA the Confiscation Games are alive and well in Washington today.
The Obama adminstration has a bullseye on 401k and IRA confiscation, but this time, it's about your estate. Behind closed doors in Washington, lawmakers are manipulating the tax laws to squeeze more money from you.
Join me today as I chat with Ariana Amplo from The Inhub. We will discuss the challenges facing Plan Sponsors and Advisors alike when it comes to the traditional methods of conducting a qualified plan RFP. Is web-based right for you? Will Plan Sponsors actually seek out this service in the absence of an Advisor? Join us as we discuss these questions as well as others concerning the RFP process.
Please join me today as I chat with Colleen Bell, Vice President Retirement Center at Cambride Investment Research as we chat about her passion -Financial Wellness
There has been movement and disucssions form Advisors, Plan Sponsors and HR Professionals about moving the conversation away from Partcipant Educattion to Financial Wellness. Listen in to here our thoughts on that topic and why changing the conversation will be helpful in the future.
Most investment choices don't earn great curiosity, but if any are deserving of that kind of attention, it would be the Roth IRA.
Financial planners routinely say that younger people should invest in a Roth because they would most benefit from its many wonderful qualities. But the truth is, Roth IRA accounts make a good choice for people of all ages.
With Roth IRAs, savers get a tax-free stream of income in retirement. And it's not just the contributions that come out tax-free. Uncle Sam doesn't lay a finger on any of the earnings. It can be a pretty sweet deal when you're talking about decades of compounding.
The only catch is that you pay income tax on your contributions upfront (post-tax dollars).
Unlike the traditional IRA, which gives investors a tax deduction for the year the contribution is made, the Roth version lets savers contribute after-tax money today and withdraw principal and earnings tax-free at retirement.
The Roth can also be used for educational purposes, major medical expenses, and first home buys...with qualifications.
For individuals looking for tax diversification in retirement, the Roth IRA is one of the few tools they can create that ensures that they have a stream of tax-free income in retirement.
Let's get financially well:
Get your free copy of the essential book, How Money Works: A Common Sense Guide to Financial Success. You'll fall in love with this it and never have a major money question again. Go to bitly.com/yourmoneyny and sign up for your copy right now. bitly.com/yourmoneyny
See you next time.
in Real Estate
Joining Host Larry Muck this week on Community investor is Jack Kiley, Managing Partner of MidAtlantic IRA and a CPA. He brings over 30 years of experience in public accounting to the table. He has extensive knowledge in developing tax, retirement and financial planning strategies for high net worth individuals and closely held businesses. He spends his days educating potential clients about the ins & outs of self-direction along with overseeing the “Trust” side of the business.
He is also the “technical” expert with regard to self-directing your IRA. Jack feels strongly about his clients’ having the ability to “self-direct” their retirement. Jack’s reputation for “speaking in plain English” regarding complex concepts gets him invited regularly to speak on these topics to groups across the country – and especially on the topic of self-direction.
His knowledge makes him the expert to turn to, particularly when a complex scenario is needed for the purchase of real estate, mortgages, leases and other cash flows that the IRS allows in an individual retirement plan.
To contact the host for more information or to ask a question send an email to Larry@Larrymuck.com