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Making Too Much for a Roth IRA

January 10, 2018 by Richard E. Reyes, CFP®

Using a 401k to build a Mega Roth IRA. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Income Planning, Income Tax Planning, Roth IRA Tagged With: #retireready, financial planner orlando, financial qb, financial quarterback, josh jalinski, retirement income orlando, roth millionaire, tax free retirement, wealth quarterback

5 Retirement Planning Tips to Tackle by Year End

December 18, 2014 by Richard E. Reyes, CFP®

Ed Slott and Company IRA Technical Expert Jeffrey Levine discusses 5 retirement planning tips you should tackle before year end. [Read more…]

Filed Under: Coaching, Ed Slott, Financial Planning, Investor Behavior, Retirement, Retirement Income, Roth IRA, The Stock Market, Traditional IRA

Retirement Planning Building Blocks

March 7, 2014 by Richard E. Reyes, CFP®

Ed Slott, America’s IRA Expert, provides several key 2014 retirement planning building blocks you can implement to help you save on your 2013 tax return and strengthen your retirement savings in the long run. [Read more…]

Filed Under: Asset Allocation, Financial Planning, Investor Behavior, Retirement, Roth IRA, The Stock Market, Traditional IRA

Are You An “Above Average” Investor?

January 31, 2014 by Richard E. Reyes, CFP®

by Richard E. Reyes, CFP

We’re predisposed to overestimate our positive qualities and underestimate our negative ones. Are you an “Above Average” investor? [Read more…]

Filed Under: Asset Allocation, Coaching, Financial Planning, Financial QB TV Videos, Investor Behavior, Rebalancing, Retirement, Risk, Roth IRA, The Stock Market, Traditional IRA, Using A 401(k), Volatility

The Pessimists are Losing

February 5, 2013 by Richard E. Reyes, CFP®

Of course a pessimist is on the top of the list of people who are likely to lose hope and get depressed. Check out the ONLY economist we listen to Brian Wesbury on how pessimism is the biggest destroyer of investor success. [Read more…]

Filed Under: Brian Westbury, Coaching, Economics, Financial Planning, Retirement, Risk, Roth IRA, The Stock Market, Traditional IRA, Using A 401(k)

Naming a Minor as an IRA Beneficiary

January 30, 2012 by Richard E. Reyes, CFP®

Ed Slott, America’s IRA Expert, answers a question about naming a minor as an IRA beneficiary for purposes of child tuition or a larger inheritance at a young age. Ed talks about certain issues that could arise and the possibility of using a trust in this situation. [Read more…]

Filed Under: Coaching, Ed Slott, Financial Planning, Roth IRA, Traditional IRA, Using A 401(k)

The Roth Undo

October 13, 2011 by Richard E. Reyes, CFP®

by Richard E. Reyes, CFP

October 17, 2011 is the day of reckoning if you made a Roth conversion in 2010 and now are thinking about not going along with it. Once this date passes, if you converted an IRA or part of an IRA to a Roth IRA in 2010 you will be irrevocably locked into the conversion and the tax bill that comes along with it. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Income Tax Planning, Retirement, Roth IRA, The Stock Market, Traditional IRA, Using A 401(k)

Unexpected Opportunity – 2 Things You Should Do NOW

August 24, 2011 by Richard E. Reyes, CFP®

by Richard E. Reyes. CFP

The last few months have seen market gyrations, much talk about possible debt default by the U.S., as well as the S&P downgrade of U.S. credit. Although it is always important to stay current with world events, the true reality is that for most individuals and families who have a prudent plan in place for their retirement much of the ups and downs of the last couple of months should have little or no effect to your long term success.

I (nor ANYBODY) is the financial industry, guru, or fortune teller know what will happen tomorrow but since the events of the past month I do know two things –

1. Stocks have fallen sharply from their highs of the year
2. Treasuries have actually increased in price which has resulted in lower interest rates.

So instead of paying attention to events that you can’t control, let’s take a look at opportunities that arise from those events which we can control. [Read more…]

Filed Under: Coaching, Economics, Financial Planning, Financial QB TV Videos, Income Tax Planning, Retirement, Roth IRA, The Stock Market

IRA Mistake #1 – Biggest IRA Mistake

March 23, 2011 by Richard E. Reyes, CFP®

To receive your FREE REPORT, Do you know if you are making any of these Top 10 ½ IRA distribution screw ups many retirees make that could cost you a fortune and jeopardize your retirement security?,go here.

As you are listening to this you are probably thinking that the problem is investment problems –well it isn’t. Its not RMD which is sometimes very confusing to people, Its not even the taxes – although that is often the most misunderstood. The biggest problem is unfortunately the easiest to fix and that problem is YOUR BENEFICIARY DESIGNATION.

That’s right. It would seem this is so simple. But you must make sure that you have a designated beneficiary on your IRA accounts or rather ANY beneficiary designated account and/or retirement account.

It is important to understand that your will does not control who gets your IRA. [Read more…]

Filed Under: Coaching, Estate Planning, Financial Planning, Financial QB TV Videos, Retirement, Roth IRA, Traditional IRA, Using A 401(k)

Protecting Your Retirement and Portfolio

March 17, 2011 by Richard E. Reyes, CFP®

With the recent political concerns and natural disasters check out these simple “sleep well at night” solutions to protecting your portfolio and retirement during volatile times. [Read more…]

Filed Under: Asset Allocation, Coaching, Financial Planning, Financial QB TV Videos, Retirement, Retirement Income, Roth IRA, The Stock Market, Traditional IRA, Using A 401(k)

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Richard E. Reyes, CFP®
The Financial Quarterback™
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