“Hey Mike, aside from IRA to Roth conversions, what else should I do in my year-end planning?”
Discover many of the other year-end strategies that may be able to help you get more out of your money.
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"Hey Mike, can you clarify what happens when funds go into a Roth IRA?"
Discover the rules behind Roth IRAs, contributions to Roth IRAs and IRA to Roth conversions, so you can be more deliberate in your tax planning.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, can you create a retirement plan only using liquid investments?"
Discover the hidden potential opportunity cost when you maintain liquidity on all of your assets.
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Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, how do you map out which rental homes to sell and which to push out?"
Discover ways to map out your tax efficient real estate exit so you can retire from being a landlord.
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Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, what risks concern you based on current market conditions?"
Discover various risks Mike believes retirees face in the near future.
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"Hey Mike, I have $1,000,000 in my savings account from the sale of my business and nothing in 401(k). How does this change my retirement planning?"
Discover how your retirement plan change based on where you saved your money and how extensive your tax planning is.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, are there other ways outside the 529 plan to help my grandkids get ahead in life?"
Discover a couple of different ways you could help your grandkids get ahead. Remember, each path has its own benefits and detriments.
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Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, when someone pushes an annuity for lifetime income, the comparison is always in favor of the annuity. What are they not sharing?"
Discover the risks few fully discuss when it comes to lifetime income from an annuity, and why it may not be an apples-to-apples comparison.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, there are many strategies out there suggesting income around 8% to 9%. Why are advisors still talking about out the 4% rule?"
Discover why it may not make sense to expect those higher rates to last and what to do to prepare for when things change.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, is there ever a situation where someone with IRA funds should not do IRA to Roth conversions?"
Discover the nuance behind IRA to Roth conversions and when it may not make sense to do them, based on your overall goals.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, can you explain buffered ETFs and which you’d use in different situations?"
Discover how buffered ETFs work and different ways you may use them as a part of your plan and overall financial goals.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, I’ve got older family members who are getting taken advantage of financially; how can I stop this from happening?"
Discover ways to address siblings that may be taking advantage of older adults.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, which is more important, portfolio growth or tax minimization?"
Discover how tax minimization could get in the way of growing your wealth and why you may need to find the right balance for your specific situation.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, can you really get long-care insurance though an annuity without any medical exams?"
Discover the often-misunderstood parts of annuity income benefits that may help if you need long-term care assistance.
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Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, everyone says I should do IRA to Roth conversion, but I’m not so sure."
Discover how your Social Security could get in the way of your IRA to Roth conversion goals, among other potential inefficiencies.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
"Hey Mike, I don’t want any risk and currently have all my money in money market. If I gave it to an advisor, could they grow it better without any downside risk?"
Discover the problem you may run into if you only focus on avoiding market risk.
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Request Your Wealth Analysis by going to www.retireontime.com
Hey Mike, what are some safe places to put money that can still grow other than cash? Learn about the benefits and detriments of accounts that have growth potential with principal protection, so that you don’t have to endure the market roller coaster.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
Hey Mike, I’m getting 8% cash flow on my rental, but I don’t want to be a landlord. What are my options? Discover common misconceptions about real returns in property investments, and the many ways to leave your property management days behind.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
Hey Mike, aren’t buffered ETFs and indexed annuities basically the same thing? Learn how these two complex tools are similar, what protections they offer, and who should consider making one or both part of their retirement plan.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
Hey Mike, how much does tax planning really play a role in a retirement plan? Discover why the marriage of investment advice and tax planning could be crucial for achieving one’s lifestyle and legacy goals.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.retireontime.com
