by Grant Ryan | Jun 11, 2025 | Financial Advisors, Video Marketing
Roth IRA: Contribute or Convert Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement accounts. Roth IRAs offer many advantages that other traditional retirement...
by Grant Ryan | May 28, 2025 | Financial Advisors, Video Marketing
Video: What to Do with an Inherited IRA If you’ve become the beneficiary of an IRA or other retirement account, it’s important to know your options. You can take the money out in one lump sum. This requires opening an account called an Inherited IRA in your name for...
by Grant Ryan | May 14, 2025 | Life Insurance, Video Marketing
Video: Group Health Insurance Choosing the right Group Health Insurance Plan can help reduce costs for employers and employees. For employers, providing a Group Health Plan saves money because it spreads risk across a larger group, reduces premiums, and provides...
by Grant Ryan | May 7, 2025 | Uncategorized
Video From YouTube: Is a Life Settlement Right for You? Video Transcript: Do you have a life insurance policy that you no longer need or can’t afford? If so, you may want to consider a “life settlement.” With a life settlement, you sell your life insurance policy...
by Grant Ryan | Apr 15, 2025 | Financial Advisors, Video Marketing
Turning 65: Important Decisions If you’re turning 65, you’re facing some important decisions that can affect your life in retirement for years to come. The first crucial decision is finding the right Medicare coverage. With Medicare coverage changing every year, and...
