Videos
Videos
December 9, 2019: Wealth Matters: “Working vs. Retirement and Tax Planning”
There are tools that you want to put in place in your 20s so that you are prepared for your 50s and 60s. Planning you can do ahead of time allows you to have more runway to plan properly. Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59½, may be subject to an additional 10% IRS tax penalty. Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and...read the full article
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December 3, 2019: Wealth Matters: “6 Ways to Diversify Your Portfolio”
Debbie offers advice on ways to diversify your portfolio. Start the new year right! For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.
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October 28, 2019: Wealth Matters: “10 Year End Finance and Tax Tips”
Can you believe it’s already that time? Neither can we! Now is the time to examine your financial health and update your financial plans. Debbie offers advice on some important things to review that might make a difference in your year-end review and plans for next year. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.
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October 21, 2019: Wealth Matters: “6 Things to Do When Approaching Retirement”
Today, Debbie gets into all things about investing and wealth. Listen for tips on how to avoid the retirement tax time bomb and keep your money in retirement. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.
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Videos
Quarterly Market Outlook: Q4 2019
Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
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October 14, 2019: Wealth Matters: “8 Legitimate Tax Loopholes You May Be Missing”
Today, we talk about taxes and retirement accounts and the relationship between the two. How do taxes affect different retirement accounts like a 401(k) vs a Roth 401(k) and a Traditional IRA vs. a Roth IRA? Listen now to learn more about what you can do to minimize your tax payout. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.
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October 7, 2019: Wealth Matters: “6 Ways to Make College More Affordable”
Today we have with us guest Paula Bishop! She is a CPA and Financial Aid for College Advisor. Her expertise is working with families to develop strategies on how to pay for college, and to find the best college for their student at the lowest cost to the family. She has been a practicing CPA for the past 35 years which allows her to combine her tax knowledge with the complexities of the financial aid system.
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September 23, 2019: Wealth Matters: “Preparing for the 2020 Medicare Annual Election Period”
** AUDIO MALFUNCTION — SKIP TO 6:26 ** Today, we are happy to have guest Danielle Roberts join us. Medicare expert, Danielle Kunkle Roberts, is a founding partner at Boomer Benefits. She is a well-known professional in the Medicare insurance industry, having personally helped thousands of beneficiaries with their plan decisions. She has specialized in Medicare-related insurance products for over 14 years and is a member of the prestigious Forbes Finance Council. Danielle tells us what to look out for going into the 2020 Medicare Annual Election Period to help you better prepare.
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August 19, 2019: Wealth Matters: “Peter Cedeno – Matrimonial Attorney in NY & NJ”
On this episode we talk all things relationships: marriage, divorce, custody etc. Peter Cedeno deals with a lot of divorcing couples where the main concerns are the assets and the children. All of these issues are highly sensitive to those involved and the approach to these situations must be handled in a certain way.
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August 12, 2019: Wealth Matters: “Last Stage of Retirement”
Today, Debbie gets into retirement and IRA planning. When you’re 70 1/2 you will need to know about: RMD’s QCD’s Step Up in Basis Gifting SECURE Act And much more!
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