If you’ve ever wanted to know more about fixed index annuities, today’s show is for you. We have a special guest who explains what they are, why they can help you, and how they offer stability and reliability.

TIMESTAMPS:

0:28 – Meet Rebecca

1:05 – Allianz

2:50 – Innovation

6:42 – Index thought capability

9:43 – Volatility-controlled indexes

13:00 – No additional fees

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

TIMESTAMPS:

0:32 – Meet Chris Pepper

3:13 – Tax preparation process

5:19 – Chris’ work history

7:08 – Tax returns

7:57 – What to bring

8:59 – Changing tax laws

10:30 – Withholdings

13:00 – Client questions

14:33 – Capital gains

18:10 – Write-offs

20:05 – Side businesses

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

TIMESTAMPS:

0:33 – Meet Julie Kovacevich

1:58 – How to qualify

3:15 – Parts A, B and D

4:52 – Deductions

6:59 – Medicare plans

10:09 – Choosing your doctor

11:20 – How to enroll

14:30 – Saving money on prescriptions

17:44 – Medicare commercials

18:55 – When to sign up?

20:42 – Review Medicare?

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

We get so many questions from clients about long-term care options we decided to have a long-term care expert on today’s show. She’ll share some common misconceptions and what you need to know about your future care plans.

TIMESTAMPS:

1:33 – It won’t happen to me

4:18 – My family will take care of me

7:01 – When to start planning

8:32 – Different types of long-term care

9:38 – Alternative plans

15:45 – Big news out of Washington state

20:09 – Asset-based long-term care

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

If you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy.

TIMESTAMPS:

0:28 – IRA trust trilogy

1:45 – Stretch IRAs

3:46 – SECURE Act

4:55 – Three trusts

6:26 – Taxes are due

6:56 – Special needs children

9:23 – Giving children more income

13:45 – A lifetime strategy

15:09 – A sacred asset

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

Today we’re talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We’ll share the answers in today’s show.

TIMESTAMPS:

0:41 – What is a charitable remainder trust?

2:25 – Difference between donor-advised fund

3:02 – How it works

6:30 – Capital gains taxes

7:45 – Selling a business

10:19 – Tax benefits

13:52 – Leaving money to children

17:00 – Leaving 10%

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

Today we’re talking about a donor-advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too.

TIMESTAMPS:

1:27 – Donor-advised fund

4:15 – Bunching

7:42 – Why use this technique

8:40 – Super bunching

10:30 – Growth

11:42 – Highly appreciated assets

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

TIMESTAMPS:

0:35 – Meet Jeremy

2:06 – Focusing on estate planning

2:55 – Will vs. trust

4:00 – Levels of probate

5:21 – Higher net worth

10:40 – Asset protection trusts

14:30 – LLC vs. Series LLC

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/