Shows
The Best of Refining RetirementThe Best Of Refining Retirement Podcast - Saving on TaxesDana and Brad discuss ways to reduce your taxes. Takeaways: - If you are over 70.5 you can donate from your IRA to a charity and not pay taxes because it will satisfy your RMD requirement. - Many companies have started offering a Roth option for their employee plans. This may be worth looking into depending on your situation. - Download our FREE helpful resource, “Are You Paying Too Much in Taxes in Retirement” Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Our firm is not endorsed by or affiliated with any...2024-07-2326 minThe Best of Refining RetirementThe Best Of Refining Retirement Podcast - Baby Boomer ProblemsDana and Brad discuss problems that younger baby boomers face as well as the updated retirement account contribution limits for 2024. Takeaways: - If you lose 50% of your investment, you now have to make 100% of what you have to be where you started. - You can view the 2024 Roth IRA & 401(k) contribution limits by clicking here, https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000 - Download our FREE helpful resource, “What to do in a Down Market” Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vine...2024-03-0424 minThe Best of Refining RetirementThe Best Of Refining Retirement Podcast - Navigating a Down MarketDana and Brad discuss the current state of the market and the importance of diversification. Takeaways: - Diversification is one of the best ways to fight the effects of a down market - A Strategic Roth Conversion can help you avoid paying more in taxes at a later time Download our FREE helpful resource, “What to Do in A Down Market”2023-05-2527 minThe Best of Refining RetirementThe Best Of Refining Retirement Podcast - Your Tax Plan in RetirementDana and Brad discuss Strategic Roth Conversions and tax liability reduction strategies. Takeaways: -A Strategic Roth Conversion can transfer money from a tax deferred account to a tax-free account to help you avoid paying more in taxes at a later date -It’s never too late to create a Retirement Plan. People don’t plan to fail; they fail to plan "A ROTH Conversion is a taxable event that may not be suitable for everyone. Consult your tax advisor regarding your situation." Download our FREE helpful resource2023-05-2426 min
All Things Real Estate Podcast with Brad RothBrad Interviews Dana Potter Founding Partner of Pinnacle Estate Properties Incn this episode Brad interviews Dana Potter Founding Partner and owner of Pinnacle Estate Properties in Los Angeles California. Dana shares his extensive knowledge on buildinga sphere of influence as well as gives his insight on what it takes to be a good Real Estate Agent.✨ And if you like this video, consider subscribing to ATRE Podcast using this Link! ⤵️https://www.youtube.com/channel/UCBQTv6dX0fFcY2GgwLCyKLg?sub_confirmation=12021-05-0541 minAll Things Real Estate Podcast with Brad RothBrad Interviews Nevada Real Estate Agent Dana HamptonIn this episode Brad interviews a top producing agent in Las Vegas Nevada. Dana Hampton specializes in all of Nevada but really enjoys Summerlin, Henderson and all the surrounding areas. Dana shares her secrets to being a successful agent.2021-01-1310 min