by David Hays
Hi, I’m David Hays, Founder of Comprehensive Financial Consultants and your host for 2025 The Final Drive podcast based on my book, 2025 The Final Drive: What You Need to Win. You can purchase this book at by visiting our website at www.cfci.us. This podcast will help you avoid the biggest risks that will affect your long-term retirement by planning. Much of this planning needs to be done by the year 2025, before taxes go up for good. I will teach you about the impact of our parents’ tax planning and how to break that cycle and create wealth for your retiree income, the risks associated with retiring during bad markets, and how to effectively plan for your longevity.
Language
🇺🇲
Publishing Since
1/24/2022
Email Addresses
1 available
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December 6, 2024
Ed Slott, America's IRA Expert, shares actionable strategies for navigating the Secure Act 2.0, Charitable Gifting, and Required Minimum Distributions in retirement savings.
November 22, 2024
David and Rod Holloway, a seasoned equity portfolio manager, dissect the economic implications of Trump's second term, exploring government spending, debt, and market reactions.
November 1, 2024
<p class="MsoNormal">In 2001, Congress approved the 402A rule to the US tax code, allowing employees to designate a portion or all of their elective deferrals as Roth contributions within employer-sponsored retirement plans like 401(k) and 403(b) plans. This designation means that employees pay income taxes on contributions upfront rather than when they withdraw the funds... or, in essence, paying tax on the seed instead of the harvest.</p> <p class="MsoNormal">In this episode David dives into the "Rothification" of retirement accounts... why it's important to understand the math behind this process from both the individual perspective and the federal government viewpoint. David will also share about how savers can use other ways to boost Roth IRA and 401(k) balances ahead of the 2025 tax deadline</p>
Unknown author
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