Posts Tagged ‘annuities’
EH – Financial Planning: Annuities : What Is an Annuity?
An annuity is an insurance instrument that insures retirement. Learn about annuities with information from a registered financial consultant in this free financial planning video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.…
Read MoreEH – Financial Planning: Annuities : Variable Annuity Drawbacks
The inherent problem of variable annuities is that funds will go up and down. Learn about the drawbacks of variable annuities with information from a registered financial consultant in this free financial planning video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial…
Read MorePresident Obama’s Plan for Financial Regulatory Reform
The Obama administration wanted to implement changes to the way advisors are governed. While rules were supposed to be implemented the Trump administration has delayed and even changed some of the planned rules. Changes to the Obama Administration Fiduciary Rule The Department of Labor (DOL) is working on making the Financial Industry accountable for…
Read MoreProper Retirement Planning Strategy
Are most investors taught the most appropriate retirement planning strategies? No! Here’s how to properly plan for your retirement… Duration : 0:4:19
Read MoreWhat’s a good way to start financial planning for retirement, savings bonds, certificates, stocks…?
Your retirement plan and investment portfolio really depends on your time horizon (i.e. age) and your risk tolerance. After you answer those questions…you could start a proper plan. A good Investment Advisor will be your best bet. Good luck!
Read MoreRetirement Planning with Magnum Opus Financial
We talk about the Rule of 72 and how big a difference it makes when you get a better rate of return on your investments. We take a look at what $100/month looks like in CDs, Bonds, Preferred Stock, S&P ETF, Growth Equities, and Emerging Markets. Make sure your adviser gets to know you and…
Read MoreRoth IRA Rollover from Inheritance. ?
– I am inheriting around $30k from my Mom’s IRA. I intend to roll it into a Roth IRA. – I am a professional trader (yeah call it day trading, but that’s not the point of the question, please). I intend to shelter the gains on those trades in the IRA, so I don’t have…
Read More3rd part to Education for Financial Planning
Learn how to successfully plan for your future. Transfer your IRA,401K,403B and other Qualified Plans into a plan that you have upside returns without downside losses. Roth Conversion, go Tax to Tax Free,pay Tax on the Seed and not the Harvest. Become Totally Debt Free in 1/3 to 1/2 the time without changing your lifestyle.…
Read MoreEH – Financial Planning: Annuities : Best Pension Annuity Rates
The best pension annuity rates are important because many corporations are cutting back on inherent pension programs. Find the best pension annuity rates with tips from a registered financial consultant in this free financial planning video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of…
Read MoreWhy does my W-2 have retirement plan X’ed on box 13?
I just received my W-2 and I noticed an X on retirement plan on box 13. But I did not sign up for a retirement plan. And I did find something odd with the amount of money I was getting per check after taxes. Would I be able to reteive this money? I can’t afford…
Read More