Part 1: Introduction and Use for Long-Term Care 0:00 – 6:57 Part 2: For Tax-Free Income 7:19 – 11:18 Part 3: Your Own Tax-Free Opportunity Fund! 16:12 – 18:44 Part 4: A Unique Tool – If You Can Get Approved 18:49 – 22:40 Please feel free to share 📢 this video, For more info at […]
A Plain English Primer… How Your Social Security Can Be Taxed Each Year}What Is provisional Income? When to Take Your Benefits – It’s Not So Simple! 90% of Retirees Do Not Maximize Their Benefits Delayed Retirement Credits = 8% / year! Of Earnings Penalties, Breakeven Periods, and Cost of Living Adjustments Problems In the Future […]
Why Roth Conversions Are Our Most Powerful Planning Tool How Roth Conversions Are So Much Bigger and Better Than Roth Contributions! Part 1 – A Plain English Intro to Roth Conversions 0:00 – 6:15 Part 2 – 5 Good Reasons to do Roth Conversions Now! 6:16 – Finish Please feel free to share 📢 this […]
When most of us think about planning for retirement, we’re focused on just enjoying our golden years. However, there are actually several phases that go into successful retirement planning. This guide takes a look at each of the different phases of retirement planning. Plus, we’ll break down what steps to take at each phase of […]
Sunday, 04/23/2023, 10 pm A few weeks ago (March 10th and 12th) The US saw its second and third largest bank failures in history (Silicon Valley Bank-$209B, and Signature Bank-$110B), and recently the treasury secretary said that all was well, and that the economy is doing well. The depositors at these two banks who had […]
Some Surprising Good News On December 29, 2022, The SECURE ACT 2 become law and changed many items that can affect retirees, pre-retirees, and all American’s financial picture in fact. There is a lot of good news with these changes, and some of them are a little surprising to us, given the country’s terrible financial […]
Many retirees, unfortunately, are ill-prepared to actually retire. In fact, about 37% of retirees in 2022 said that they didn’t have enough money to enjoy their golden years. There are several reasons why this might happen, which include not starting to save early enough or not putting away enough cash each year. Regardless of the […]
Receives Updated Information for Clients’ Retirement Planning Needs New Century Planning President Robert M. Ryerson had an opportunity to discuss the latest trends in retirement planning with Best Selling author David McKnight and nationally famous IRA expert Ed Slott at the Miami conference. Contact us – start your planning now!
Retirement planning is often compared to climbing a financial mountain, and rightly so. It involves meticulous preparation, awareness of potential pitfalls, and a strategy that sees you through various phases of life. A recent insightful video titled “The 5 Essential Pillars of Retirement Planning” by New Century Planning Associates breaks down this complex journey into […]
A new year is a time for people to reflect on new resolutions and changes they want to make, and finances are no exception. Nearly 97 million Americans have plans to make a resolution in the year 2021, according to a recent survey by WalletHub. Many people choose to attempt financial resolutions to change their […]