A lot of tax nuggets in this 7 minute video. One thing Charlie did not mention is "Qualified Charitable...
(Video) Roth IRA Conversions, RMDs, and Taxes in Retirement
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Taxes Blogposts
Webinar: Decedent IRA Rules and Products to Use
This webinar was conducted June 13th 2024. Description: THERE IS $25 BILLION IN IRA AND DEFINED CONTRIBUTION MONEY, OF...
Whitepaper: Using Life Insurance to Retain Key Employees and Protect the Business.
Required Minimum Distribution Reference Guide
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
IRA Beneficiary Distribution Guide and Cheat Sheet
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
Whitepaper: Annuity Taxation
Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...
Social Security Analysis: Layering Versus Bucketing
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan
This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...
Webinar: Tax Time is Here: Understanding the Tax Return (1040)
https://youtu.be/nP9TijmDlVU
Video: Indirect Rollovers, Direct Rollovers, and Direct Transfers
https://youtu.be/utTPTGT_sZE?si=ktyxXoZ4XUH0Wpdc
Broker World: Options for Decedent IRAs and Inherited NQ Money
You can also check out this "Quick Reference Guide" in regards to what Charlie discusses in this article. Click here.
Webinar Recording: Estate Planning Series Part 1: Intro to Estate Planning
https://youtu.be/Jm3WRLPxCnI
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
