Houston WealthCare Specialist

10 Essential WealthCare Planning Resources for 2020

• Download The Key Financial Numbers Checklist for Financial Planning in 2020
• Investing During A Recession Or Market Correction — Critical Checklist for All Investors
• Emergency Relief Planning Options in Coronavirus Pandemic (Checklist for Business Owners)
• Emergency Relief Planning Options in Coronavirus Pandemic (Checklist for Families)
• Life Events Planning Priorities and Checklists
• The SECURE Act Planning Priorities, Checklists, and Flowcharts
• Adding Money to a Qualified Plan — Flowcharts for Financial Planning in 2020
• Removing Money from a Qualified Plan — Flowcharts for Financial Planning in 2020
• Roth IRA Retirement Tax Planning Strategies — Checklist and Flowcharts for 2020
• Social Security Retirement Tax Planning Strategies — Checklist and Flowcharts for 2020
• Retirement Tax Planning Strategies to Make Your Money Count after Covid-19

Get Instant Access During Webinar: Downloads

• Make Your Money Count by Jim Munchbach, forward by Matt Chandler

• Powered by Purpose – Connecting your resources to What Matters Most

• The Blueprint for Financial Success™ – Putting it all together

• Sample the Content Now – Instant Download, Click Link Below

Download The Key Financial Numbers Checklist for Financial Planning in 2020 Investing During A Recession Or Market Correction — Critical Checklist for All Investors

10 Reasons IRA and 401k Investors need a WealthCare Specialist

• Because Your IRA tax strategies have been dramatically impacted by recent tax law changes — a wealthcare specialist can help you create a better plan.
• Because you want to maximize your retirement resources. What good is making 5%, 8%, 10% per year or even more if you end up giving huge chunks of it back to Uncle Sam?
• Because you want to make sure that your RMDs (required minimum distributions) are being calculated correctly in order to avoid that nasty 50% excise tax penalty (which has no statute of limitations…).
• Because you want a CFP® on your advisory “team” who is truly knowledgeable about IRA rules, boundaries, and limitations.
• Because you need a “distribution specialist” on your Advisory team, someone who is responsible for making sure you maximize your IRA and Tax Qualified Investments. *Remember, retirement means planning for a new phase of life, and retirement tax planning strategies are what BayRock does. Hire a WealthCare Specialist to work with your CPA.
• Because you want to build wealth. *Managing your Tax Qualified investments will definitely help you build wealth now and in the future. Investors who wisely incorporate the tax impact of retirement account distributions are few and far between. BayRock helps your CPA and other Financial Advisors on your team get it right.
• Because you deserve Smarter Strategies and Better Results from your professional advisors. Someone on your Advisory team needs be to be your go-to source for all things related to IRA and Tax Qualified Investment planning. *In most cases, your CPA, family attorney, insurance agent, and investment broker are probably not working together and that means you have gaps in your financial plan. The BayRock Blueprint for Financial Success™ puts it all together and helps everyone on your Advisory team stay focused on What Matters Most – to you.
• Because you know that IRA issues impact your entire financial planning lifetime. The IRA rules are very flexible when it comes to holding a wide range of investments (including private equity and alternative investments). That’s why IRA planning is critical for every stage of your life. Whether you work with a fee-only advisor, insurance-only advisor, hybrid advisor, broker, etc., a sound understanding of the IRA Tax rules is absolutely essential to your financial future. When it comes to managing your IRA and Tax Qualified Investments, you need a wealthcare specialist.
• Because you know that “Taxes” move the needle more than any investment or insurance product available from any financial sales professional. The more money and income you have, the more you likely already dislike paying taxes. BayRock focuses not just on investments, but also on minimizing the impact of taxes before, during, and after retirement.
• Because you know at some point you’ll need a retirement distribution (and) wealthcare specialist on your Financial Advisory team.