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TCJA Sunset Follow-Up – Gifting – Thoughts From The IWI Conf
https://youtu.be/y_-_kBtK7CE Mark Struthers, a Certified Retirement Counselor, hosts the Healthy and Wealthy Retirement YouTube channel, focusing on holistic aspects of retirement beyond finances, including social, ...
Keystone Activities and Their Role In A Happy Retirement
https://youtu.be/ghC-S8N2P60 Bullet Point Summary: – The episode discusses relocating to low-income tax states, a trend that was seen among people moving from high-tax states like ...
Using A Mega Backdoor Roth For A Wealthier Retirement
https://youtu.be/mGi6mQzzNCo Today’s topic is the Mega Backdoor Roth, a strategic approach to retirement savings that shouldn’t be confused with a traditional Backdoor Roth IRA. This ...
Things To Know If Moving To A Low Income Tax State For Retirement
https://youtu.be/w6xLmPRi5YU Things To Know If Moving To A Low-Income Tax State For Retirement He advises viewers to look beyond income tax rates and assess the ...
The Basics & Issues of The 3 Bucket Retirement
https://youtu.be/zG_zMsmXhNw Today’s discussion focuses on the “bucket strategy” for allocating retirement funds, which helps manage risk by separating assets into different categories based on time ...
The TCJA Sunsets In 2026 and Taxes Could Go Up! What You Can Do About It
https://youtu.be/L7jUmq5TUpM Summary Today’s topic is potential tax changes in 2026, when the Tax Cuts and Jobs Act (TCJA) is set to expire, potentially leading to ...