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With markets tumbling, inflation soaring, the Fed imposing large interest-rate hike, while treasury yields are rising rapidly—which means more red ink for portfolios this quarter. How can I profit from the current volatile market, I'm still at a crossroads deciding if to liquidate my $125k bond/stocck portfolio
With the way the maket is moving, we'll mostly hold for longer than 2030 to realize proft gain, I think a video on "How to proft from the present market" will be more effective, I mean I've heard of people making upto 350K within few months and I'd like to know how.
Thank you sir..appreciated all the video.
Can an ESA be rolled over into a Roth?
I work at my local county 401b. I'm being told, and we are told no, you can not borrow your money at all. ??
Lol 5$ or 10$ id tell them they can take it back
For the love of god can someo e please tell us how we OPT OUT of secure 2.0 ??????!!!!!!
Traditional 401 k RMD at 72 or older is set to extract annually fees and at the end you will hit by A Torpedo tax. Micro withdraw start at age 60 or ROTH conversion.
Well done sir. I like the no BS.
Sounds like Roth 401ks got 2 huge bonus perks !
Please comment on proposed national consumption tax
I am not sure if you have covered this, how would the Fair Tax Act handle those on social security, Disability and Veterans benefits? If we suddenly have to pay 23% more on goods, it will drastically affect our cost of living.
How do I get section 103 and 104 bonus
Thanks for the great info, Brian! I did not realize there were not already procedures in place to allow those deemed terminally ill to take out their retirement funds without a penalty. I feel like that definitely took way too long to get passed. Hearing that made me ill!
The 403b is a newer form that should have never been made in the first place.
If you have a 529 for your child after the rollover rule comes in they could use it to save for retirement. That is cool.
Good luck with retirements. Larry Ellis, Elon idiot Musk's owner, laundered that 44 billion that bought Twitter worth only four!
For the 529 rollover, is that 35k per year or 35k once?
6:30
Student Loan Payment Matching
Great video
ClearValue Tax, I never heard of the Saver's Credit before watching this video. Thank you!
KEEP YOUR MONEY OUT OF THE STOCK MARKET AND CRYPTO MARKET!!! Wake up America!!!
Still young so don’t quite know much about retirement plans and stuff, but 10% for early withdrawal…. From money you make and save…. Is that serious? I can’t believe it? Just another reason for me to invest more than save
Great video, short and to the point.
You vastly mis-stated the form 8880 retirement saver's credit. To get the maximum credit of 50% for 2022 your AGI must be below $41,000 (MFJ). For 2023 it's $43,500 (MFJ). Additionally, the government doesn't "kick in" another $1,000 to your retirement account, it's a $1,000 non-refundable tax credit. You also made it sound like these are new changes when you said "now it's a 50% match"…only the income limits have been raised, it's still the same great credit it's always been with up to the 50% tax credit. Cheers!
I learned something new again for my 401K…thanks! happy new year