Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

How Do I Convert My IRA to a Roth IRA How Do I Convert My IRA to a Roth IRA? That is the question of this week's video blog. In Part 1 (https://youtu.be/Zw1PuU3a4xU) we discussed, Who Should Convert t...

2 Feb 20226min

Should I Convert My IRA to A Roth IRA (Part 1) Who Should Convert IRA to Roth IRA In this 3 part video blog I want to begin by discussing: Who should convert their IRA to a Roth IRA. I am asked quit...

26 Jan 20225min

What is the MAXIMUM Social Security Check You Could Receive? What is the maximum Social Security check that you could receive when you retire? Or what is the biggest check you could receive from socia...

19 Jan 20227min

How is Social Security Taxed || How Much of Your Social Security Income is Taxable How is Social Security Taxed? What part of my social security income is taxable? These are just a few of the question...

12 Jan 202212min

IRA Contribution Limits 2022 & ROTH IRA Contribution Limits 2022 || IRA & Roth IRA Contribution 2022 IRA and Roth IRA contribution limits have been released by the IRS and they look very similar to th...

5 Jan 20228min

How To Eliminate or Reduce Taxes on Social Security In this podcast I want to discuss 4 simple strategies that can help you eliminate or reduce the taxes on your social security benefits. I also want ...

29 Dec 202115min

401k Contribution Limits for 2022 || 5.1% Increase in 401k Contribution Limit In this podcast I want to discuss the new 2022 401k contribution limits. Because of inflation, 401k contributions and othe...

22 Dec 202112min

Average Retirement Income by Age & Ways to Increase Your Retirement Income Do you know what the average retirement income is by age? Do you wonder how you can increase your retirement income? How can ...

15 Dec 202116min