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Retirement Plans in Private Practice Sign up for TherapyNotes and get two months FREE: https://www.therapynotes.com/r/private%20practice%20skills/ FREE …



A Self-directed Solo 401(k) that can either have traditional or Roth contributions, is by far the most effective way to build wealth and create a tax deduction for …



Today on Your Money, Your Wealth® podcast episode #249, Joe Anderson, CFP® and Big Al Clopine, CPA answer your money questions: How do you figure out the break-even point on a Roth IRA conversion? The fellas discuss whether to convert, how much to convert, and when. Plus, the step-up in basis on a primary residence, self-employed small business retirement plan options, the difference between a financial advisor and financial planner, and defining a registered investment advisor and broker-dealer. Ask money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-249

00:39 – I’ve Maxed Out My 401(k). Can I Contribute to a Roth IRA or Roth 401(k)?

04:25 – Should I Make a Roth Conversion at the End of the Year or Contribute to a Roth 401(k)?

11:14 – What’s the Break-Even for a Roth Conversion?

20:58 – I’m a Widow. How Do I Apply For Step Up in Basis on a Primary Residence?

24:38 – How Can We Contribute to Our Roth IRAs?

27:55 – Self-Employed Small Business Retirement Plan Options

37:51 – What’s the Difference Between a Financial Advisor and Financial Planner? What are Registered Investment Advisors (RIA) and Broker-Dealers?

Schedule a free assessment with one of our CFP® professionals at Pure Financial Advisors: https://purefinancial.com/lp/free-assessment/

Subscribe to our channel and stay tuned for the next episode of the Your Money, Your Wealth® TV show: http://bit.ly/2FDSfK2

Subscribe to the YourMoney, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

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Are you self-employed? Do you know the top plans you should be using to generate more retirement income? Pure Financial Advisors Financial Planner Allison Alley, CFP® outlines the best retirement plan options for the self-employed.

If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/

Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” http://bit.ly/2FDSfK2

Channels & show times: http://yourmoneyyourwealth.com
https://purefinancial.com

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

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Learn which retirement plans you should be contributing to if you’re a small business owner with Joe Anderson and “Big Al” Clopine in this clip of “Your Money, Your Wealth”

If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/

Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.”

Channels & show times: http://yourmoneyyourwealth.com
http://purefinancial.com

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

source



2 Minute Tax Tip on the Best Retirement Plans and Tax Deductions using SEP IRA’s and Solo 401K’s For S Corporations and Self Employed Small Business Owners

★ Want to set up your own SEP IRA or Solo 401k for your S-Corp? (CLICK☞): https://www.bettermentforbusiness.com/

★ S-CORP ONLINE COURSE NOW AVAILABLE (CLICK☞): https://bootcamp.advisorfi.com/p/s-corporation-bootcamp

Business ownership is adventurous, rewarding, and completely confusing. Sure you can come up with the next business idea and change the world with a single event, but how do you organize and run the business side of that idea? Should you set up an LLC and how should it be taxed? Are you prepared to streamline this new business venture and idea? What information should you consider in your business that’s meaningful, and when do you implement it? Where do you go to find the best tools possible for your business? How do you save money on taxes? Where do you set up your new company? What technology should you use to make running your business easier?
These aren’t the things that we learn in school, and chances are you don’t have time for trial and error. You’re here to make money doing what you love, and I’m here to make that easier for you and absolutely practical.

★ S-CORP ONLINE COURSE NOW AVAILABLE (CLICK☞): https://bootcamp.advisorfi.com/p/s-corporation-bootcamp

In this Bootcamp for Converting to S-Corp (Form 2553), you will walk away with knowledge such as;

How do you to properly start your business,

~ Why you should consider S-corporation (Form 2553) for your business venture,
~ How do you properly complete S-Corporation (Form 2553) correctly when you are NOT late in electing,
~ How do you properly complete S-Corporation (Form 2553) correctly when you ARE late in electing,
~ What are the IRS S-corporation expectations and requirement for your S-Corporation (Form 2553),
~ What are the best 2018+ tax reform business savings for my S-Corporation (Form 2553),
~ What are the best business and accounting apps to use to make running a business easier and are there exclusive offers for them through AdvisorFi.com, and much more!

★ S-CORP ONLINE COURSE NOW AVAILABLE (CLICK☞): https://bootcamp.advisorfi.com/p/s-corporation-bootcamp

By the end of this S-Corp Bootcamp, your business venture will be in tip-top shape to make your dreams and tax savings become reality. You’ll have a complete plan for how to set up your business venture correctly that saves you money and time, and rolling out the best technology that will make business ownership as an S-Corporation a breeze!

This online course is the first of it’s kind and is the beginning of a series of educational online products to be created by Will Lopez, Founder of AdvisorFi. Needless to say, we are excited to show you how successful business ownership is really done. 🙂

★ S-CORP ONLINE COURSE NOW AVAILABLE (CLICK☞): https://bootcamp.advisorfi.com/p/s-corporation-bootcamp

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2 Minute Tax Tip on the Best Retirement Plans and Tax Deductions using SEP IRA’s and Solo 401K’s For S Corporations and Self Employed Small Business Owners #Accounting #Business #Taxes

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SIGN UP for my weekly E-Newsletter to download and receive my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” at http://markjkohler.com/youtube

What is a Qualified Retirement Plan? Is it new or old? Tune in and take notes, because I break down exactly what you need to know!

Don’t forget to like, comment, and share! If you have a question or want me to make a video on a specific subject, send me a message, leave it in the comments, or send me an email!

Finally, make sure to subscribe and hit that bell icon so you get a notification every time I post a video!

Check out my Law Firm KKOS Lawyers at http://www.kkoslawyers.com

Visit my Accounting Firm K&E CPAs at:
http://www.ke-cpas.com

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Here Are The Best Retirement Plans for the Self-Employed! Leave your questions and comment below.

Subscribe today to stay up to date with our latest shows and highlight videos: https://goo.gl/7XrGvj

Our professional focus is on financial planning and investment management, and we leverage our knowledge for your benefit. We help you focus on the things you can control and manage the things you can’t. Visit our site for more info : https://goo.gl/cGsH44

Are you ready to go beyond common sense when it comes to your money? Check out all the resources The Money Guy Show provides: https://goo.gl/pPiLm6

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Blog Post – http://www.lifeplanningtoday.com/selfemployed-solo-401k-a-dream/
Email me today with questions or to set up your plan: brad@fortunefinancialgroup.com

The dream retirement plan (Solo 401k) for self-employed people!
Solo 401(k)s are a super flexible retirement plan that lets you maximize your contributions with little or no plan costs.By definition you are both the employer and the employee. Therefore, you can contribute to the plan in two ways.

Learn about best ways to invest money in 2018. And don’t forget to visit and learn more here: http://www.lifeplanningtoday.com

Don’t Forget To Subscribe – https://www.youtube.com/channel/UCGXJ4H8eyPZyK6wHTk4CAAg

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SEP IRA, Solo 401k for small business is broke down in an LLC vs. S Corp explanation. THIS IS SUPER IMPORTANT.

https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/SEP-cntrb-wksht.pdf

https://scs.fidelity.com/products/mobile/sepMobile.shtml

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