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📊 Planning for retirement? The 2025 Self-Directed IRA contribution limits are here—along with a new Super Catch-up provision designed to help older investors boost their retirement savings. In this video, Brianna Avillo Rodgers, Manager of Investor Education, breaks down what’s changing, who it impacts, and how these updates may affect ...

The Tax Playbook for the Affluent: Keep More, Grow More Taxes don’t have to feel like a burden. What if they could become your strategic wealth-building tool? In episode #114 of What Dewey Do?, I tackle the tax strategies that the wealthy use to grow and protect their money. This episode is packed with insights, from understanding the three ...

Learn how the IRS's 2025 inflation adjustments affect your retirement planning! Revenue Procedure 2024-40 brings new opportunities to maximize your tax-advantaged retirement accounts. This quick guide explains how to leverage these changes for your financial future. Check the updated contribution limits and start building your retirement wealth ...

Are you over 50 and thinking about retirement savings? Discover how a Roth IRA can transform your financial future! In this video, we explore the benefits of starting a Roth IRA later in life, including tax-free withdrawals, catch-up contributions, and the flexibility it offers. Learn about the income limits, the advantages of tax ...

Join me as I take my 2024 Hyundai Elantra N on another epic ADK Road Rally, rolling with an insane lineup of supercars! In this rally, we’re joined by two jaw-dropping 992 GT3 RS models—one driven by none other than the owner of Valvetronic! Along the way, my buddy Austin throws down some wild stunts that you won’t want to miss. Watch as ...

kianamonle on May 4, 2025: "🤗 what I spent in April as a single 30-year-old living in Phoenix, Arizona. (I work in marketing)April was a spendy month, but I had the previously allocated sinking funds to account for it.🥳 I also maxed out my 2024 ROTH IRA after playing catch up for the last five months + contributing $1500 each month.So ...

What are the contribution limits? Maximum contribution limit? What affects how much you can contribute? Want to see the full video of us answering all the SDIRA/Solo 401k related questions? Watch the full video here! https://youtu.be/CugCmslTIFI The contribution calculator: https://www.sensefinancial.com/solo401k/solo-401k-plan-calculator/ See ...

Many of you know that you can contribute more to your Roth IRA and 401k plans once you turn 50 but when can you make these catch-up contributions? Do you have to wait until you turn 50 to contribute more to your 401k and Roth or can you do it sooner? We're an investing service that also helps you keep your dough straight. We'll manage your ...

Roth IRA vs Traditional IRA: Which one is better? In today's video we examine the similarities and differences between these two powerful retirement accounts, so we'll answer whether you should open a Roth IRA or Traditional IRA! Resources for the video: https://www.bankrate.com/finance/taxes/when-ok-to-tap-ira-1.aspx https://bit.ly/3m6blNm ...

Here’s a topic that’s been coming up a LOT recently, and this is an extremely confusing decision: What’s better to invest in - Roth IRA or a Traditional 401k? Here’s my thoughts, enjoy! Add me on Instagram: GPStephan LIMITED TIME: Get 2 FREE STOCKS ON WEBULL when you deposit $100 (Valued up to $1850): https://act.webull.com/k ...

Open a Roth IRA with Webull and get up to 12 FREE stocks (*limited time deal): https://a.webull.com/i/CharlieChangExclusive In this video, I am taking you step by step through how to open up a Roth IRA retirement account and start investing for beginners. A Roth IRA can be one of the smartest tax advantaged accounts to use, and I'll give you ...

Let's discuss the 5 most common mistakes when it comes down to the Roth IRA and investments in it. A Roth IRA is an individual retirement account where your gains are Tax Free. 🖌 Links: 🐪 Hump Days Newsletter https://humpdays.substack.com ️ Join the Patreon Community https://whop.com/c/critical-wealth/ytd 🗞 Follow My Twitter https ...

After-Tax IRA Contributions and the Pro Rata Rule and Backdoor Roth. Roth IRA Contribution limits and IRA Deductibility limits. Lane's Book The Holistic Retirement Planning Revolution https://www.amazon.com/dp/1733593918/ ... Contact Us https://martinsenwealth.com/

I give an overview of the differences between all these retirement plans - the 401k, IRA, Roth formats of both (Roth 401k and IRA), as well as the SEP IRA and 403b. I also touch on rollovers, how you can take a loan from your retirement account for your first home purchase, taxes, and more! This is a COMPLETE guide for beginner's on the ...

You've heard of Traditional and Roth IRAs, but you don't quite know what exactly an IRA is? Let us help you out! Follow us on Facebook and Instagram: Facebook: facebook.com/strategicwealthdesigners Instagram: instagram.com/strategicwealthdesigners As always, the team at Strategic Wealth Designers are proud to be independent fiduciary financial ...

In this video, you'll learn everything you need to know about retirement accounts such as 401(k)s, 403(b)s, and IRAs! We cover the difference between Roth and Traditional retirement accounts, when to choose an IRA over a 401(k), what happens to your 401(k) when you leave your company, and much more!

The SEP IRA is a simple way to invest into your retirement while reaping HUGE tax benefits. Become a Tax Client: https://mycpacoach.com/tax-planning-services/ The SEP IRA allows business owners to deduct up to $58,000 and put that money towards retirement. This is thousands of dollars more than the $6,000 contribution limit that a standard ...

📽️ Access the replay of our comprehensive Solo 401k webinar! 🔴 ️ Subscribe Daily Live Q&A with Solo 401k Expert ⭐2024 contribution limits: Up to $69,000 ($76,500 for age 50+) ⭐2025 contribution limits: Up to $70,000 ($77,500 for age 50+, $81,250 for age 60-63) ☑️How to open and fund your Solo 401k in just ONE day ☑️Claim ...

Unlock the power of the Roth IRA with this comprehensive beginner's guide! Learn how this unique retirement account can help you grow wealth tax-free and set you on the path to becoming a millionaire. We’ll cover everything you need to know, from contribution limits and income requirements to investment strategies and withdrawal rules ...

I reveal my entire Roth IRA portfolio and the passive investing strategy approach I use which includes ETFs. I also explain what is a Roth IRA and give you some beginner tips on how to choose what's in yours. A Roth IRA is a tax free savings account (if you're not in the US - you can look up similar ones). Enjoy! Investor Risk Tolerance ...

Unlock the power of the Roth IRA with this comprehensive beginner's guide! Learn how this unique retirement account can help you grow wealth tax-free and set you on the path to becoming a millionaire. We’ll cover everything you need to know, from contribution limits and income requirements to investment strategies and withdrawal rules ...

The IRS has officially announced the 2026 HSA contribution limits! Individual limits increase to $4,400 (+$100) and family limits to $8,750 (+$200). Learn about the updated high-deductible health plan requirements, including new minimum deductibles of $1,700 (self-only) and $3,400 (family). Don't miss this opportunity to maximize your triple ...

Roth IRA Contribution Limits for 2020 and 2021. Discusses the maximum contribution amounts for each year, catch-up contributions, MAGI income limits and phaseouts, spousal Roth IRAs and more! Links in this video: Retirement Planning Insights - https://www.tenonfinancial.com/newsletter Taxes in Retirement - https://www.facebook.com/groups ...

The Internal Revenue Service (IRS) has announced several increases to retirement plan limits for 2024, including higher contribution limits for 401(k), 403(b), and IRA plans.

Dallin Pepper is a rising star in the CrossFit world, known for his exceptional strength, endurance, and unrelenting competitive drive. A three-time CrossFit Games Teen Champion, Dallin has seamlessly transitioned into the elite men’s division, highlighted by a 2nd place finish at the 2024 CrossFit Games. He’s also made his mark at the ...

The U.S. and 401(k) Explained: Is It Worth It? Unlock the full potential of your retirement with our definitive guide to “The U.S. and 401(k) Explained: Is It Worth It?” In this in-depth video, we cover contribution limits, employer matching strategies, tax advantages (Traditional vs. Roth), hidden fees to avoid, and smart withdrawal ...

What is an IRA? Learn more at: https://www.wallstreetsurvivor.com/register IRAs, or Individual Retirement Accounts, are a great way to save for retirement and to receive a tax deduction. IRAs have the advantage of not being tied to a person’s employer so, if you quit your job, you won’t have to worry about moving your plan like you do with ...

In this video, I'm talking about the SIMPLE IRA explained, well, simply. Reducing taxes, saving for retirement, and employee retention for small business owners. The SIMPLE IRA is a retirement account, employee benefit, tax deduction, tax-deferred and simple to setup. 💸 FOR MORE FINANCIAL PLANNING & ASSET MANAGEMENT 💸 Book a meeting and ...

Most people think the HSA (Health Savings Account) contribution limit for 2024 is capped at $8,550 for families — but did you know you may be able to contribute even more? 💡 In this video, I break down: 2024 HSA contribution limits How individuals aged 55+ can make extra catch-up contributions Lesser-known scenarios where you can maximize ...

Can My Spouse Contribute To A Roth IRA? Are you curious about how a Roth Individual Retirement Account can benefit you and your spouse? In this detailed video, we will break down the rules and benefits of contributing to a Roth IRA as a married couple. We will cover the essentials of how a non-working or lower-earning spouse can take advantage ...

Discover how high earners can legally sidestep Roth IRA income limits using the backdoor strategy.

In this video, “Roth IRA Withdrawal Rules Explained”, we’ll walk through what you need to consider when it comes to a Roth IRA early withdrawal, the situations under which you can take money out of your Roth IRA without penalty and what happens with a Roth IRA withdrawal for house purchases. We’ll also talk about Roth IRA early ...

kofithecreator(@kofithecreator). original sound - kofithecreator. Roth IRA Contribution Limits for 2024 Explained Understand the contribution limits for Roth IRA in 2024 and make informed financial decisions for your retirement savings. Learn about the benefits and rules regarding Roth IRA contributions. Find time to connect with us using this ...

What Are Catch-Up Contributions? In this informative video, we will discuss catch-up contributions and how they can benefit those aged 50 and older. As individuals approach retirement, it's essential to understand the options available for maximizing retirement savings. We'll cover the eligibility requirements for making catch-up contributions ...

Various retirement accounts allow for catch-up contributions when you reach a certain age. We go over the various catch-up contribution rules and details you need to know! Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898 ...

Join our Exclusive Investing Community here: https://ClearValueInvesting.com GET 3 FREE STOCKS when you open up a stock account here: https://a.webull.com/i/ClearValueTax The best way to support our channel is to share this video on your social media to spread awareness. We appreciate the support! Investing Mistakes to Avoid: https://youtu.be ...

You can stop looking! Here is a quick and simple explanation of the Roth IRA and how it works. Facebook https://www.facebook.com/JazzWealth/ Website www.jazzwealth.com Twitter https://twitter.com/JazzWealth Google+ http://tinyurl.com/z4frbp3 Blogger http://askjazzwealth.blogspot.com/ LinkedIn https://www.linkedin.com/in/dustinray... Tumblr ...

Taxes, 401(k) plans and individual retirement accounts, or IRAs, are complicated. If you can master the fundamentals of your personal taxes and understand your retirement savings options, you’ll be able to make informed decisions about your future. The IRS estimates the average taxpayer spends 12 hours working on their taxes and pays an ...

Jack Otter and the ‘Barron’s Roundtable’ panelists debate changing a traditional IRA to a Roth IRA, and other tax tips. Subscribe to Fox Business! https://bit.ly/2D9Cdse Watch more Fox Business Video: https://video.foxbusiness.com Watch Fox Business Network Live: http://www.foxnewsgo.com/ FOX Business Network (FBN) is a financial news ...

This video explains in detail what the Mega Backdoor Roth IRA contribution is: a way to bypass the contribution limit on Roth IRAs (which is $6,000 in year 2021) and stash even more of your cash away in a tax advantaged account. It makes use of a special type of 401(k) contribution, called "after-tax" contribution (I always clarify it is "after ...

Understanding a traditional IRA vs. other retirement accounts will help investors better prepare by choosing the correct retirement account for their needs.

Today we're covering the income limits for getting the full deduction on your traditional IRA contributions. We'll look at the income limits if you have a 401k at work as well as if your spouse has a 401k or other workplace retirement account. Link to calculate MAGI: https://www.irs.gov/publications/p590a#en_US_2019_publink100025076 We're an ...

Join us on WEDNESDAY, May 7th at 1:00 pm Pacific/4:00 PM Eastern for an expert deep dive into Self-Directed Solo 401k plans! Sign up for Recording Replay: https://streamyard.com/watch/edSv49ZiRqqi ⭐2024 contribution limits: Up to $69,000 ($76,500 for age 50+) ⭐2025 contribution limits: Up to $70,000 ($77,500 for age 50+, $81,250 for age 60 ...

Come along with us, as we catch up with the rising motocross star Dustyn Davis. --- Dustyn Davis, son of off-road racing legend Ty Davis, is rapidly establishing himself as a formidable presence in the American motocross and off-road racing circuits. Growing up immersed in the sport, Dustyn has transitioned from youth competitions to achieving ...

It's tax season! Today we will cover the Roth IRA and when to report your contributions on your tax return and when not to. We will look at how the retirement savings credit could come into play on your 1040 which may make you want to report your Roth IRA contributions. We're an investing service that also helps you keep your dough straight. We ...

Usually, we talk about income limits for the Roth IRA but today we're looking at a big tax mistake retirement investors make with the income limits on the traditional IRA. While there is no income limits on contributions there is an income limit on the deduction you get if you are covered by a retirement plan at work and today we'll help you ...

See what you need to know when you leave your job and you’re thinking of moving money to an IRA. You may have the opportunity to roll funds from your 401(k) plan to an IRA that you control. There are several advantages to doing so (like potentially lower fees, more investment choices, and better control over distributions and beneficiaries ...

Contribution limits for 401(k) and other workplace retirement plans rise for 2025. Sixty- to 63-year-olds get a super contribution for the first time.

This video defines what an IRA (Individual Retirement Arrangement) is and goes over the rules for contributing to Traditional and Roth IRAs. 2024 UPDATE: The IRA Contribution limit has been increased to $7,000 ($8,000 if over age 50) Traditional IRA Deductibility AGI Phaseouts: Taxpayer covered by an employer plan: S/HOH: $77,000 - $87,000. MFJ ...

With strategic tax planning, Roth IRA conversions can offer individuals favorable aspects of both traditional IRAs and Roth IRAs. Financial planner Sean Lovison breaks down the conversion process in step-by-step detail with practical advice.