This Little-Known Retirement Planning Tool Can Save You Taxes and Give You Guaranteed Inflation Protection! Please feel free to share 📢 this video, For more info at www.newcenturyplanning.com, and please contact us by phone 📲 +1 732-702-2777 or đź“©email info@newcenturyplanning.com if you have any questions or would like to schedule an appointment ( including a […]
Learn the Do’s and Don’ts About Long Term Care! The Non-Financial Consequences Can Be Even Worse! Solving the Problem Without Going Broke – How to Keep the Money in the Family if You End Up Not Needing Long Term or Extended Care. Please feel free to share 📢 this video, For more info at www.newcenturyplanning.com, […]
The Best Way to Use Your 401(k) or ERISA Plan – a Discussion With a Certified Retirement Counselor and Pension Expert – Charles Presents Information and Tips on How to Maximize All Retirement Plans . Please feel free to share 📢 this video, For more info at www.newcenturyplanning.com, and please contact us by phone 📲 […]
Do You Really Understand the Required Minimum Distributions? What About Roth IRAs? What Happens If You Have Two or More Old 401(k)s? DON’T MAKE THIS MISTAKE! What Happens When You Leave Your IRA to Your Loved Ones? Please feel free to share 📢 this video, For more info at www.newcenturyplanning.com, and please contact us by […]
A Plain English Intro to Medicare and Medicare Supplements 0:00-5:33 The Pros and Cons of Medicare Advantage Plans—what you MUST know! 5:33-8:59 How Medicare Supplement Policies work—and which are the best 9:00-12:10 Medicare versus MEDICAID 12:11-finish Please feel free to share 📢 this video, For more info at www.newcenturyplanning.com, and please contact us by phone […]
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 […]
Please feel free to share this video, and visit our website for more info at www.newcenturyplanning.com, and please contact us by phone +1 732-702-2777 or email info@newcenturyplanning.com. If you have any questions or would like to schedule an appointment ( including a Zoom). Also, don’t forget to click the “Like” and “Subscribe” buttons, and give […]
Taxes are always an important part of our financial lives, but can often be underestimated in retirement planning. Watch this new short video below as our series continues once again on improving your future tax outlook. Part 1 Introduction – How Your Money Really Works 0:00 – 8:55 Part 2 Beating Longevity Risk with Tax-Free […]