Saturday, December 27, 2014

End of the year Charitable Planning for 2014

Year end charitable giving can be an excellent tax saving planning strategy. But several charitable strategies also generate income back to the donor. Whether the donor is a middle class giver or an affluent philanthropist, charitable giving strategies and tactics can serve both donors and charitable organizations. In the episode, the basic explanation of charitable giving is laid out to give viewers an opportunity to learn from the experts in this field. Syndicated financial columnist and talk show host Steve Savant interviews financial authors and speakers Mike Kilbourn, CLU, ChFC and Ron O'Dell, CFP on end of the year charitable planning for 2014.

Saturday, December 20, 2014

End of the Year Income Tax Planning for 2014

Year end tax planning is really important if you believe in using every deduction, exemption and tax credit available under the IRS code. Careful planning can yield thousands in tax savings. And with many Americans looking for Obamacare subsidies for health premiums, reducing modified adjusted gross income (MAGI) is the key. Syndicated financial columnist and talk show host Steve Savant interviews financial authors and speakers Mike Kilbourn, CLU, ChFC and Ron O'Del, CFPl on end of the year tax planning for 2014.

Saturday, December 13, 2014

The New Prosperity Economics

Registered Investment Adviser Kim Butler talks about the basic principles of prosperity. The first step is to be thinking in a prosperous mindset. People who have experienced scarcity have trouble moving to a positive thought life, especially regarding money. Second is seeing your money correctly means integrating the impact of anyone financial product purchase on your overall finances. Third is measuring the opportunity cost of using money. Fourth is creating cash flow, a major indicator of prosperity (not net worth.) Controlling your money is beyond owning your financial accounts. It's taking control of your money from the government, financial institutions and advisers. Money is usually in stagnation, not in motion. Running your money through your life and not accumulating it will bring more prosperity. This concept may be the most antithetical idea to conventional money wisdom presented by Kim. Multiple the utility of your money not add to it, i.e. 3x3=9, not 3+3=6. Syndicated financial columnist and talk show host Steve Savant interviews controversial author and registered investment adviser Kim Butler over her contrary views of retirement. Her books include Busting the Financial Planning, Busting the Retirement Lies, and Live Your Life Insurance.

Saturday, December 6, 2014

How to Maximize Medicare in Retirement



Product allocation of certain insurance based options, HSA Accounts, Roth IRAs & reverse mortgages provide tax-efficient income sources. An artfully crafted retirement plan by a qualified adviser can use these ideas in a coordinated effort to maximize your retirement dollars for the best net after tax spendable income.

Working these ideas in concert with each other can lower the household tax bracket and, in turn, lower premium tier for Medicare Part B & D. Employing bracket-bumping control for Roth IRA conversions can maximize tax efficiencies. It may even help avoid the 3.8% Medicare Surcharge-Tax.

Syndicated financial columnist and talk show Steve Savant interviews author, platform speaker and nationally recognized retirement expert Curtis Cloke, adjunct professor at the American College. http://youtu.be/aQFcav0W5L4

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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