by Jason Weibert | Aug 21, 2019 | Uncategorized
Baker Wealth Planning Group 505-900-370 www.BakerWPG.com *Video Transcript* Choosing a retirement plan is a great step toward financial security. There are several types available, but here are the most common: 401(k)s and 403(b)s are plans offered by employers....
by Jason Weibert | Aug 21, 2019 | Uncategorized
Cypress Private Wealth (888) 918-0608 www.Cypresspw.com *Video Transcript* If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer sponsored retirement plan. The wrong move could cost you in income taxes and...
by Jason Weibert | Aug 21, 2019 | Uncategorized
Video Transcript: A question we’re commonly asked is, “Is it possible to drastically reduce taxes in retirement, or even eliminate them? It’s possible, but you must start planning before you retire. Many people don’t realize that Traditional IRAs and...
by Jason Weibert | Aug 20, 2019 | Uncategorized
*Video Transcript* The durable power of attorney is a legal document that allows a trusted person to act in your place if you’re incapacitated. If you are unable to act on your own due to accident or illness, they can step in to take action for you. They can pay...
by Jason Weibert | Aug 20, 2019 | Uncategorized
Video Transcript: What is the real cost of identity theft? It goes beyond just financial loss. In the past, identity theft happened when someone stole your wallet or picked through your trash or your mail. Today’s theft is much more sophisticated. Today,...
