Tag Archives: Estate Planning

The IRA Exit Strategy BluePrint – with Brad Gotto

It’s time to take a closer look at your retirement account.

In this SimplyAdvised episode we meet with Brad Gotto, an RICP advisor and one of the founding partners at Fiat Wealth Management. Brad walks us through a unique strategy to exit your IRA’s and discusses the concerns people have with taxes in retirement. 

In this episode, you will learn:

  • How the Tax Cuts and Jobs Act of 2017 applies to you
  • How your deferred investments can become part of what we call the widow/widower tax 
  • What the three tax buckets are
  • What tools are used for tax control and how they can help you
  • And more

Tune in now to learn more about this unique and educational approach to the IRA Exit Strategy!

Resources: Fiat Wealth Management: (952) 462-9116 | Brad Gotto | Events Calendar | SimplyAdvised

Your Ultimate Guide To the Bucket Strategy — With Mason Gorris

Would you like to take a simplified approach to financial planning that gives you a buffer during market volatility?

Today, Mason Gorris, an InvestWise Financial LLC financial planner, shares his knowledge and experience about the bucket strategy. You’re about to discover why applying this strategy can benefit your long-term retirement plan and stop you from making emotional investment decisions. 

In this episode, you will learn:

  • What the bucket strategy is 
  • What the three components are in the bucket strategy
  • How to incorporate the bucket strategy in your financial plan
  • Reasons for you to consider this strategy over other investment plans
  • How the bucket strategy can help protect your money from inflation
  • And more!

Tune in to this episode to discover how you can implement the bucket strategy in your long-term retirement plan! 

Resources: InvestWise Financial | Mason Gorris on LinkedIn | Mason Gorris on Facebook | Simply Advised

The Family Estate Organizer With a Heart — With Dean Thurman

What is one of the greatest gifts we can give to the next generation?

In this episode, Dean Thurman AIF®, the co-founder and senior partner of InvestWise Financial, LLC shares a unique gift that will help families prepare and bring them closer together after the loss of a loved one.  

In this episode, you will learn:

  • What the family estate organizer with a heart is and how it works
  • What heart-warming questions and sections are contained in this organizer 
  • How the process works and the beneficial outcomes to family members
  • Why the value of our organizer is so unique compared to other service professionals 
  • And more

Tune in now to learn more about the Family Estate Organizer and how it can bring your family closer together! 

Resources: InvestWise Financial – (289) 594 -8113 | Dean Thurman