Financial Planner Marketing

 

If you own investment property, you need to know how the IRS Section 1031, commonly referred to as a 1031 exchange, can work for you. A 1031 exchange is a strategy that allows an investor to defer capital gain taxes by selling a property and then reinvesting the proceeds into a new, like-kind property. 

Here are the basic rules of the 1031 exchange:  

First, the taxpayer who sells must be the same taxpayer who buys. 

Second, you must identify the new property within 45 calendar days after closing on the first property. 

Third, you must purchase the replacement property within 180 calendar days after closing. 

Fourth, the replacement property price must be equal to or greater than the old property 

If the new property price is less than the old one, the difference may be taxed. 

A 1031 exchange can be a powerful tax-deferment strategy offering many opportunities to investors. To learn more, give us a call today.  

 

Whiteboard Videos for Financial Advisors

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Financial Advisor Video Marketing

Video Transcript:

Statistics say there is a seventy percent chance that you or your spouse will experience a need for long-term care! Long-term care includes a range of services and supports you may need to meet your personal care needs.  

Most long-term care is not medical care, but rather assistance with the basic personal tasks of everyday life, sometimes called Activities of Daily Living (or ADLs). These include bathing, dressing, using the toilet, transferring to or from a bed or chairs, caring for incontinence, and eating. Other common long-term care services and supports are assistance with everyday tasks, sometimes called Instrumental Activities of Daily Living (or IADLs). These include housework, managing money, taking medication, preparing and cleaning up after meals, shopping for groceries or clothes, using the telephone or other communication devices, caring for pets and responding to emergency alerts such as fire alarms.  

The cost of Long-Term care varies with the amount of coverage, length of care, and deductibles. The initial premium level will increase based upon the age at which you apply. Like all insurance, most people wait too long before applying. 1 in 4 who apply between the ages of 60 and 69, don’t qualify.  

You owe it to yourself and family to know the options and prepare well today. Call us to find out more. 

Whiteboard Videos for Financial Advisors

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Whiteboard Video for Financial Services

Video Transcript:

Are you planning for retirement and wondering how to get the most out of your 401K or other retirement funds?  Many people don’t know is that Life Insurance can provide a wonderful vehicle for a tax-free retirement. Here’s how it works. 

When you put money into a 401K, you get a tax deduction, and the money grows tax deferred. When you withdraw the money in retirement, you pay taxes on it. 

 But when you purchase a life insurance policy, it’s different. You don’t receive a tax deduction at first. The money grows tax deferred, just like a 401K. But when you withdraw the money, it’s tax free! This could add up to a savings of 400% on taxes over a 30-year period.  

To learn more about smart retirement saving strategies, give us a call, or visit our website today. 

 

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Financial Advisor Marketing

Video Transcript:

The roller coaster of the past 3 months leaves many with the same basic questions.

QUESTION 1: Am I taking too much risk in my portfolio? In other words, are you taking on risk of major loss because you want to “run up the score” with your wealth? Answer: If there were ever a time to take only the amount of risk of major loss that is absolutely necessary, it is now.

QUESTION 2: Why do I own what I own? Chances are, you’re holding underperforming funds, and the wrong asset classes in your portfolio. Why? Answer: Getting your asset allocation correct can help boost your portfolio’s performance.

QUESTION 3: What if we get another selloff like earlier this year (or worse), what’s the plan, given the warning shot we just witnessed? Hope is not an investment strategy. Your first priority when starting or continuing an investment plan is to design your “escape hatch” plan.

Have Wealthabundance Wealth Management put these questions to rest. To maximize your portfolio, and get your asset allocation right, call or email Wealthabundance Wealth Management today

 

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Whiteboard Animated Videos for Financial Advisors

Video Transcript:

To keep your investment portfolio on target for financial goals, you want to balance risk and diversify your assets. That’s the purpose of asset allocation – the process of dividing your portfolio among major categories like cash, stocks and bonds. Historically, the returns of these three major asset categories have not moved up and down at the same time – so including a mix of these assets in your portfolio can protect against losses. There is no perfect formula for asset allocation – it differs with each individual depending on their risk tolerance and time horizon. Risk tolerance is the amount of your investment you’re willing, or able, to lose in exchange for greater possible returns. Risk tolerance is closely tied to time horizon, or the amount of time you have to invest. An investor saving to make a down payment on a home in 5 years might choose less risky investments than someone saving for retirement in 20 years. A longer time horizon allows more time to recover from loss. Asset allocation may be one of the most important investment decisions you make with your portfolio – call us today to learn more.

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Financial Planner Marketing

Video Transcript:

When you buy certain insurance or annuity products, you’ll notice a Mortality and Risk Expense Charge. This charge is to compensate the insurance company for various risks it assumes under the contract. The insurance contract offers certain guarantees to you – perhaps for your entire lifetime. They must gage your life expectancy and the risk of any uncertain events. In exchange they provide you with peace of mind through the guarantee that they will perform all the provisions of the contract. Essentially, the Mortality and Risk Expense Charge is the payment you make to the insurance company for the risk they take. They are able to shoulder this risk based upon the thousands of people who own these contracts. Because of governmental regulations life insurance companies maintain reserves to make the payments, guaranteed. Got questions? Give us a call today. We’d love to talk with you about how you can successful manage your risk.

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Financial Advisor Video Marketing

Video Transcript:
1. There have been about 25 bear markets since 1928.
2. The S&P gained at least 32% in the year following the last three bear markets in the U.S.
3. Bear markets are the natural response to bull markets that ran out of steam.
4. Just about anything can cause a correction and a bear market, from evolving investor psychology to global events.
5. On average, bear markets last about 15 months.

Remember, all bear markets eventually pass! You’ll never get to enjoy a market upswing if you get out too soon.

Also, don’t forget that we’re here to help.

To maximize your portfolio, and get your asset allocation right, call or email Wealthabundance Wealth Management today.

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Explainer Videos for Financial Services

Video Transcript:
You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire.

First, don’t retire too soon. Lifespans are increasing and many retirees underestimate their life expectancy when calculating the money needed to live on.

The second mistake to avoid? Spending too much in the first years. It’s easy to overspend while playing with your newfound freedom, but it can cause shortfalls later in life. Budget accordingly and stick to your plan.

The third mistake is underestimating medical expenses – and overestimating Medicare benefits. Avoid surprises by factoring in enough money to supplement Medicare and consider buying added health insurance to fill in any gaps.

Another mistake is taking Social Security benefits too early. You can claim benefits at age 62, but the longer you wait, the higher your monthly benefit will be.

Lastly, don’t fail to do estate planning. An estate plan and a will maximizes the chances that your wishes will be followed and your assets will go where you dictate.

It’s easy to make mistakes in the beginning stages of retirement – for more information, please give us a call or stop by our website today.

To find out more about how to use videos like this to attract your ideal client through digital marketing on the internet, click here.

Financial Advisor Video Marketing

Video Transcript:
With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in retirement, all those distributions are taxed. The Roth IRA is the opposite. It has no deduction when you put the money in, but later, all distributions are tax-free when you take the money out during retirement.

By converting from a traditional IRA to a Roth IRA, future gains become tax-free. But when you convert funds from a traditional IRA to a Roth IRA, you must pay taxes on the converted amount that year. You can choose to convert all or just part of a traditional IRA to a Roth IRA. Timing should be based upon when you are in a lower tax bracket or have other offsetting deductions. We can help you gauge the costs and benefits of a Roth conversion in your situation. Beware of penalties if you may need to tap into your Roth IRA funds in the next five years and you are or will be younger than age 59.5 when you need these funds.

Give us a call today and we’ll help you evaluate your options. It’s important that all investment titling and beneficiary designations are working in concert with your will or other estate planning documents. Speak with your estate and tax planning professionals to evaluate any potential tax ramifications and call us today to learn more about strategies and resources that may help you preserve your nest egg.

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JILL ADDISON
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JAMES STEWART, CFP®
Co-Creator, Turnkey Video System

Certified Financial Planner ® (30+ years)
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