Sona Wealth Management Logo
  • All
  • College Funding
  • Estate Planning
  • Feel Good
  • Financial Planning
  • Investing
  • Retirement
  • Taxes
  • Uncategorized

3 Ways To Get A High ROM – A Return On Your Memories

https://www.youtube.com/watch?v=fysOehZkpT8 Summary & Disclosure Key Themes: ROM (Return on Memories) Key Themes: 1. **Return on Memories (ROM):** Struthers introduces ROM as a concept parallel to ...

SEPP Withdrawals & Early Retirement

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 ...