Don't Retire in 2025 Until You've Watched This!

Описание: Retiring in 2025? Medicare changes, 401k "turbo savings," and smart tax planning are critical! This video breaks down key strategies for retirees and pre-retirees. Don't leave money on the table – watch now and visit https://riverbendwealthmanagement.com/ to schedule a consultation.

Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA

I have been a financial advisor since 1997 and worked for a few of the regional and national firms. But something never felt right. I wanted to be a true fiduciary and reduce the conflicts of interest that plague the industry.

In 2019, I founded Riverbend Wealth Management. A FEE-ONLY Advisory Firm that specializes in helping retirees and business owners live their best life free from financial worry or burden.

We do this by providing:
→ Social Security Optimization
→ Tax Planning
→ Income Planning
→ Exit Planning for Business Owners
→ Retirement Planning
→ Estate Planning

🔗 If you would like some help in any of these areas, feel free to reach out to us
→ https://calendly.com/all-riverbend-ad...



⏱ Timestamps:
0:00 - Don't Retire in 2025 Until You've Watched This!
0:31 – Tax Loss Harvesting
1:43 – Capital Gains
3:12 – Tax free or taxable
4:18 – Tax Return
5:50 – Gifting Money
7:20 – 529 Plan
8:05 – Retirement plan account
8:30 - Beneficiaries
9:38 – Medicare Drug Costs
10:05 – 401k


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Check out our video disclosures → https://riverbendwealthmanagement.com...