73.8K
IAA transition to retirement strategy allows you to access some of your accumulated super balance without needed to retire or stop working first #money #tax #investing #retirement #pension
@iamjameswrigley
#Retirementstrategy
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668.0K
CAIf you’re in your 40s or 50s and feel like you’re behind with money… don’t stress yourself.
Here are 3 accounts you can open up right now, and exactly how much you can put inside.
Tag your spouse and I’ll send you the link to my entire list of favorites! 🚀
— Steve
If you’re ready to start investing this year, don’t miss my next Beginner’s Investing Masterclass!
Sign up now, link in bio.
Follow @calltoleap
Follow @calltoleap for investing videos
Follow me @calltoleap to start your journey toward financial freedom!
#FinancialFreedom #InvestSmart #MoneyTips #WealthBuilding #InvestingForBeginners
@calltoleap
98.5K
CAComment "UNLOCK" and to unlock your apt for my FREE webinar!
@cameasty
1.5K
RAThe superannuation system is one of the most valuable tools for Australians heading towards retirement, especially when it comes to tax effectiveness. If you’re not utilising it to its fullest potential — you should be!
In this episode of the Australian Retirement Podcast, Drew Meredith and James O'Reilly share 20 things pre-retirees can do to smash 2025, with practical tips for optimising your super, reviewing your assets, and getting your finances in top shape.
They even have an incredible free financial advice offer for two lucky listeners!
Listen to the full episode and get the strategies you need for a secure retirement ahead.
Get all the details on how to optimise your retirement strategy. Listen now on Spotify, Apple Podcasts, or YouTube. 🎧
@rask.invest
507
THStrategic Retirement Planning for Tax Efficiency!!!
Investing in tax-deferred accounts such as 401(k)s, IRAs, 457 plans, or 403(b) plans may not be the most advantageous strategy for your long-term financial future. With current tax rates at historic lows, projected to remain so for the next eight years, and the national debt exceeding $37 trillion—having grown by over $1 trillion annually in recent years—it is highly probable that tax rates will increase significantly in the future.
A critical question to consider is whether you prefer to pay taxes on your contributions now (the “seed”) or on your withdrawals later (the “harvest”) when tax rates may be substantially higher.
Additionally, traditional qualified accounts often impose restrictions, including a 10% penalty for withdrawals before age 59½, limiting access to your funds without incurring significant costs.
For personalized guidance on structuring your retirement plan to minimize taxes on both contributions and gains, while maintaining flexibility to access your funds without penalties, please contact me for a complimentary consultation. I can provide expert insights to help you optimize your retirement strategy for long-term financial success.
#financialadvisor #financialplanning
#taxfreeretirement
#FYP
#freefinancialeducation
@the_fit_financialadvisor1
388.7K
LII had two choices:
❌ keep struggling
✅ find a way out
at 69 with no pension and retirement plan I chose the second option because it never too late to change your future
Comment “YES” if you want to see what I’m doing !
@livegoodwithlinda
276.3K
SEMost seniors don’t know this…
but they have federally protected travel rights that agents MUST honor — even if they don’t offer them upfront.
Here are 10 hidden rights seniors 60+ rarely claim:
1️⃣ You can use the phrase “I require…” and staff must respond immediately.
This works because it activates protections under the Air Carrier Access Act (ACAA).
(You don’t need to share personal details or diagnoses.)
2️⃣ You can request line-bypass help if crowds trigger anxiety, fatigue, or mobility limits.
3️⃣ You qualify for free wheelchair assistance — no documentation required.
4️⃣ You can ask agents to add “needs assistance navigating airport” to your reservation.
(Adult children can request this too.)
5️⃣ You can ask for seating that’s easier to access — even if the app shows none available.
6️⃣ You can request help during delays, cancellations, and tight connections.
7️⃣ You can ask for your mobility device to be returned FIRST upon landing.
8️⃣ You can bring medically necessary liquids and gel packs — they don’t count toward limits.
9️⃣ You can escalate to a Complaint Resolution Official (CRO) if you’re dismissed or ignored.
They outrank gate agents.
🔟 You can request hotel, meal, and transportation vouchers during disruptions.
You just have to ask directly.
Most seniors never use these rights…
because nobody tells them they exist.
But now you know.
And knowledge = comfort, safety, and better travel.
👉 If you want the exact scripts seniors use, comment SCRIPTS for my $7 guide.
👉 If you want the 2-hour-a-day system that pays up to $900 per customer, comment HOW.
#over60 #retirementstrategy #seniortravel travelover60 over60travel seniortravelhacks travelafter60 airporttips travelsmart savvytraveler over50andfabulous over60club passportready traveltipsandtricks travelhacks makemoneyonline digitalincomeforbeginners phoneincome workfromyourphone restcreatsrevenue moneyfromyourphone passiveincomejourney over40andthriving seniorsoftlife blacktravelmovement blacktravelfeed ageisjustanumber travelmorestressless
Do you know your flight rights!
@seniorsavvytravel
2.4K
EV45% bonus. Protected gains. Lifetime income. All from rolling over your money!
This retirement strategy offers a 45% bonus to your income base and credits 150% of index gains to the income base — while protecting your money from market losses.
WITH ZERO FEES
This account can also provide guaranteed income for life, giving you predictability in an unpredictable world.
These aren’t one-size-fits-all, but for the right person, they can be a game changer.
Comment “BONUS” or message me directly to learn more about how this works and if it’s right for you.
#RetirementPlanning #GuaranteedIncome #SmartRetirement #401kRollover #FixedIndexAnnuity #FinancialStrategy #MarketProtection #SecureFuture
Disclaimer:
NO INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE
The contents of this video are for informational and educational purposes only.
Returns are not guaranteed. Not a stock market investment. These accounts are not suitable for everyone. Subject to terms and conditions.
@evanjanas.wealth.strategist
197
DITax-free growth. Lifetime protection. Generational wealth.
That’s an IUL. DM me for a free review.
@diosmukamaceo
20.3K
NIAre you doing this with your paycheck? 👆🏼
(via IG/richnerdfinance)
@nigel.green
11.9K
MOYour savings rate is far more important than your rate of return - especially when you start.
@moneyguyshow
41.4K
INStop using your Health Savings Account for medical expenses.
Do THIS instead to get triple the tax advantage for your retirement.
Comment ‘COMPOUND’ to get my free Masterclass.
#saving #retirement #taxtips
@investdiva
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