CFP® Explains: How to Organize Your Retirement (7 Must-Have Accounts)
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Can I Get Your Opinion? Do you like the added text on the screen in this video or do you prefer the iPad drawings? 🙂
This is all very helpful. Funny, I am thinking of getting a white board to draw my plan on there and things to remember during retirement, probably retiring next year at age 65.
This is super helpful
Glad to learn from you.
Great info
I would enjoy a more detailed video on the other ROTH contribution options.
I’d like a new video on the conversion
Super helpful! Thank you!
@Dave Zoller … love to have you do a deep dive on back door Roth conversion .. please
Another benefit to HSA is that you can comfortably live with a high deductible medicare supplement plan at a MUCH lower premium when you have a healthy HSA to cover years of MOOPs in case of emergency
Can you fund an HSA if your employer gives you an FSA?
@streamlineFinancial , finding you is very timely! I was just looking at bank rates.… Found the online high yield accounts insured up to 250,000… Is there any way to know with confidence- who am I depositing funds to- is it reputable?
I missed the name of tracking investment software recommendation.
These message is for people over 60 years old, live your life to the fullest you don't have that many years left spend your money have fun!!!
Banks will pass the savings onto their customers ha ha ha that's funny. I thought that's why they put ATMs that they charge massive fees for now.
Why use a high yield saving when I can use a Money Market with in my brokerage account that has the same or better rate?
I'm grateful for my pension, but see I will be hit by higher taxes when converting to Roth and not being able to take advantage of the lower tax brackets. Then it gets worse when I take social security.
Please do a back door Roth video
You're not "nerding out too much". Great information, but as important, your attitude and concern come across as sincere. Priceless. Thank you.
Highyield are $250K per person on joint account. The one I use (A) is not limited to 6 withdrawals. The transfers happen in 1 day.
Lots of good information!
Nice presentation style
what if your employer does not offer an hsa but other types. Can u still get a hsa and if so is it worth it?
The fed always lies. Int rates go up
Great information