W4 New/Revised IRS form w-4. For New Job, Married, New baby IRS Form W-4 https://www.irs.gov/pub/irs-pdf/fw4.pdf IRS estimator www.irs.gov/W4App.
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This video explains what to do if you missed your RMD, Required Minimum Distribution on your IRA or 401(k). File IRS Form 5329.
Source: Yahoo Finance “For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither First Allied Securities, Inc. nor …
Saving money before and during retirement so their standard of living doesn’t suffer is important for many retirees. Unfortunately, many Americans aren’t saving …
Finance expert, Elisabeth Dawson, discusses planning your retirement income to combat the risk of inflation. For help in making the best choices for your …
Finance expert and money coach, Elisabeth Dawson, discusses financial preparation for unexpected difficulties such as sudden or extended unemployment.
https://TomHegna.com/webinar | Do you know what the secret to a happy retirement is? Many think a happy retirement is traveling the world, golfing everyday, and visiting your loved ones, and it is! But what happens when your run out of money or an emergency happens? How will you continue to do all of those things when you have to pay bills elsewhere and don’t have any income? With an annuity, that’s how. An annuity is one of the best ways to guarantee a paycheck for the rest of your life to ensure that all of your bills are always covered.
If you want to take your business to the next level, then sign up for Tom’s online training and coaching for financial professionals: Tom Hegna On-Demand! Tom Hegna On-Demand features over 300 videos covering key topics such as life insurance, annuities, social security, client objections and more to help you close sales and educate your team members and clients. Learn more about Tom Hegna on Demand on his website at https://tomhegna.com/on-demand.
Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications.
Tom has been a keynote speaker all around the world, traveling over 200 days a year. A proven, grand slam hit on the main stage of all the biggest venues in the financial services industry, Tom is a laser-guided missile, focused solely on electrifying audiences worldwide and motivating people to action. If you are interested in booking Tom for your event, you may find more information by visiting https://tomhegna.com/speaking.
For Sales, Booking and Media Inquiries:
Tom’s Agent: Tim@TomHegna.com
Tom’s Highlight Video: https://youtu.be/7_vulaI_8zI
Tom’s Event Testimonials: https://www.youtube.com/watch?v=ESccuYxR4Lk&list=PL0jk0nZDF23DOIkHf029qYLfJivVQ9o-D
For Tom’s Retirement Education:
Tom’s Online Training Tom Hegna On-Demand: https://tomhegna.com/on-demand
Tom’s Latest Webinar: https://tomhegna.com/webinar
Tom’s Latest Book: https://tomhegna.com/shop/product/10/book-dont-worry-retire-happy-seven-steps-to-retirement-security
For More of Tom’s Social Media:
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Jim Dew was this episode’s special guest! Jim Dew is an entrepreneur and a wealth management adviser who builds virtual family offices for entrepreneurs in the wealth management space. Jim is also an author of the book, Beyond a Million: The Entrepreneur. In his book, Jim shares his experience in helping entrepreneurs preserve their wealth.
Jim Dew is the President of Dew Wealth Management and the creator of Functional Wealth Management. Jim is a Certified Financial Planner, Chartered Financial Consultant, and a Certified Private Wealth Advisor. He has been featured in Inc, Entrepreneur, and Huffington Post magazines.
Are you interested in learning more about Jim and his services? Visit his website at dewwealth.com and be sure to check out his book on Amazon here: https://www.amazon.com/Beyond-Million-Entrepreneurs-Playbook-Expanding/dp/1619618222
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The Gruler Nation Podcast is a show that focuses on conversations with interesting “Level 10” people passionate about changing the world with their work, relationships and ideas. The show is hosted by Robert Gruler, an attorney and founding partner of the R&R Law Group, a criminal defense law firm based in Scottsdale, Arizona focused on helping good people charged with crimes move forward with their lives.
Interested in being on the show or have a guest recommendation? Email Robert directly at firstname.lastname@example.org or visit www.robgruler.com for more information.
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