On this week's episode, Josh and Michelle talk the hot topic in the retirement planning space, Roth Conversions. Mistakes in a Roth conversion can cost an investor thousands of dollars, and as with most things their industry, there’s the good, the bad, and the ugly.
In our industry, there’s something Josh calls the “401k Rollover Shark”. On this week's episode, Josh and Michelle are going to give the shark repellant you need so that the 401k rollover sharks don’t leave your retirement accounts maimed, or worse yet, torn to bits.
Michelle is back with Josh on this week's episode to compare some real-life returns of annuities vs advisory investment accounts.
Josh and Jay revisit their “B.O.S.S. Series”, an acronym that stood for “Business Owner Strategies & Solutions”, where they discuss key topics that mature business owners can use to potentially reduce taxes, plan for the future of their business and how to reward and retain key employees.
This week, Josh has a CPA on the show to discuss taxes! We asked this CPA, Sam to come up with 3 tax topics that seem to be top of mind for you mature business owners.
One of the most common questions we get from clients is what should they do with their 401k, specifically the question “What should I do with my 401k when I retire?”. And more often than not the 401k accounts are probably the largest retirement assets a client has. So what I want to do today is answer this question, and probably just as important, answer what NOT to do.