Eliminating Quarterly Tax Payments
The Tax Planning Show
by Joe Clark
1y ago
Are you tired of quarterly payments? Your IRA may be the solution! Join us on Your Retirement Program as we talk about simplifying your tax plan and eliminating quarterly tax payments. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air ..read more
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Creating Your Letter Of Intention - Legacy Planning and Estate Planning
The Tax Planning Show
by Joe Clark
1y ago
It is difficult to speak when you are no longer here. A letter of intention gives your family the easiest opportunity to fulfill your wishes after you are gone. Join us on Your Retirement Playbook to learn more. Call us at 800-928-4001 to schedule Your Next Steps Meeting, or visit www.yourlifeafterwork.com to learn more. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your ques ..read more
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Reverse Rollover Pitfalls and Possibilities
The Tax Planning Show
by Joe Clark
1y ago
Moving money out of a 401K into an IRA makes sense, but sometimes you have to reverse your decision. Call 800-928-4001 to schedule your complimentary Next Steps meeting or visit www.yourlifeafterwork.com to learn more.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com ..read more
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Retirement Strategies During A Volatile Market
The Tax Planning Show
by Joe Clark
1y ago
You have done a great job of saving for your life after work, but what happens when it is time to take money out of your accounts? Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them t ..read more
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Can I Give Money Without Being Taxed?
The Tax Planning Show
by Joe Clark
1y ago
In this segment of Your Retirement Playbook we are going to discuss how to use and gift your money in the best way. We want to help you be a better giver, not a bigger giver. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! G ..read more
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Understanding Tax Diversification Strategies
The Tax Planning Show
by Joe Clark
1y ago
When you have an extra dollar, where should you put it? Do you have a checklist or process on how to make that decision? Join us as we break it down! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800 ..read more
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How to Withdraw Retirement Funds: Inherited IRA
The Tax Planning Show
by Joe Clark
1y ago
In this segment of Your Retirement Playbook, we will dive deeper into intentional IRA withdrawals. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwo ..read more
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How Do Inherited IRA’s Work?
The Tax Planning Show
by Joe Clark
1y ago
On this segment of Your Retirement Playbook, we will explore a cautionary inheritance tale so that you don't make the same mistake! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send ..read more
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I Inherited $500,000; What Should I Do?
The Tax Planning Show
by Joe Clark
1y ago
The art of childhood is knowing what to tell your parents and when! Join us on "Your Retirement Playbook" as we discuss what to think about when you are getting an inheritance and why you need to talk to your parents in advance. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork ..read more
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How did You Meet Your Investment, from a Tax Perspective
The Tax Planning Show
by Joe Clark
1y ago
How did you meet your investments? From a tax perspective, in many cases, you must make a decision; do you want to pay taxes on the money today, or do you want to pay taxes in the future? Pay attention to the next segment of Your Retirement Playbook, and we will discuss which tax strategy you should employ. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our websit ..read more
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