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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Videos Blogposts
(Video) Social Security Case Study: Noelle and Charlie’s Hypothetical Filing Scenario
If Charlie is going to die at 71 and Noelle at an old, old age, when should each of them file? It's the opposite of...
Video: Sequence of Accounts To Withdraw From
If you are a financial professional and would like to discuss this video with Charlie, feel free to call him....
Why I Don’t Give a Crap About My Annuity “Fees”
Video Below Note: This is the annuity that Charlie bought for himself. This is focused on income where "fees" do not...
Video: The Truth About Volatility Control Indexes
Note: In the example, i was using today's participation rates and plugging them into the performance over the last...
Video: Do Some Carriers Play Games With Caps???
https://youtu.be/Rk-IbPRHbFM
Webinar Recording: One America, Efficient LTC Planning, Using a Client’s Assets for LTC Coverage
https://youtu.be/W0pS6vralyU
Video: The Three Types of Long-Term Care (in 3 minutes)
https://youtu.be/ZlQwDfaXbKE
Webinar Recording: One America, Efficient LTC Planning: Using a client’s Assets for LTC coverage
https://youtu.be/un_4MStFCOQ
Webinar: Retirement Income Plan Case Study
https://youtu.be/4HJLMSeq3lE
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...
Video: A Couple of Social Security Tips
In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
