President 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…

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Proper 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

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What’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!

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Retirement 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…

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Roth 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…

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3rd 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.…

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Retirement Savings – What Is an IRA?

In this video series, AAAs director of Financial Services, Bill Gerhard, explains what an Individual Retirement Account (IRA) is, and what the advantages and differences are between a Roth IRA and a traditional IRA. This video is an introduction to IRAs and covers finding a provider, investment allocation, restrictions and rollovers, compound interest and the…

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Why 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…

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Where and how to get free medicine?

Hi, I need prescription medicine but I don’t any insurance plan and I’m currently having financial difficulty, I would like to know if anyone knows how to get free or near free medicine. Medicare is not applicable to me. Thanks in advance. Many drug companies have programs where you can get free medicine. Your doctor…

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Is a roth 401k better than a regular 401k plan for a 21 year old? I dont know anything about retirement plans

Is a roth 401k better than a regular 401k plan for a 21 year old? I dont know anything about retirement plans. But the lady giving the presentation at my work said roth 401k would be better for my age but I dont see how. Also my company will match up to 5% any tips…

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