Lesson #5 – Rewrite Your Tax Story

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Congrats! This is your last and final lesson inside this Retirement Taxation Masterclass™. In this lesson we will wrap up the idea behind rewriting your Tax Story™ and defining which strategies and amounts in Part C will give you the greatest impact throughout your retirement. I appreciate all the effort you have put in to completing this masterclass and encourage … Read More

Lesson #4 – Brighter Conversions™

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This lesson introduces the Brighter Conversion™ Process. Creating and executing a Roth Conversion plan can significantly impact (for good) your retirement finances. Remember “a penny saved is a penny earned”. This process will help you create and execute your plan with certainty and confidence.

Lesson #3 – Conversion Impact

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This lesson discusses several benefits and advantages that come with Roth Conversions. The exact $$$ impact of Roth Conversions are difficult to determine in the format of this masterclass but I do list out many of the common positive outcomes.

Lesson #2 – Brighter Giving™

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This lesson introduces and explains the Brighter Giving™ Process. This is a step-by-step process for either you or your advisor to follow to ensure the maximum impact of your charitable giving each year. We discuss each step and a few aspects to consider with each step.

Lesson #1 – Charitable Giving Impact

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This lesson is all about finding the $$$ impact of implementing any of the 3 charitable giving strategies that were introduced in Section #4. I will walk you through step-by-step how to fill out the Brighter Giving™ Impact Worksheet to determine just how much you will save by implementing these. Buckle up. This is a fun lesson:)

Introduction

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This section will discuss the following: Charitable Giving Impact, Brighter Giving™ Steps, Conversion Impact, Brighter Conversion™, and Rewriting you Tax Story™. This is the last and final section of the masterclass and will help you personalize all of the discussed tax strategies in your Tax Story™ worksheet and help you understand, see and act to maximize the financial impact in your … Read More

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Brighter Wealth and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Brighter Wealth and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.