by Ted Creegan | Jan 12, 2023 | Distribution Rules & Taxation, General Tax Content, Retirement Income and Distributions, Tax & Estate Planning, Ted Creegan, The Point
A new year means it’s once again time for new tax documents and the confusion they often bring. In this video, Castlepoint Advisor Ted Creegan, CFP®, walks us through three simple things you need to know about your 2022 tax documents.
by Jake Weatherford | Dec 15, 2022 | 401k, Jake's Take, Retirement Savings & Income, The Point
Many companies offer a 401(k) as a retirement savings plan. If you’re trying to decide how to invest your 401(k), Castlepoint Partner Jake Weatherford, CFP®, provides six tips that could help high-income earners maximize their 401(k) retirement plan.
by Ted Creegan | Dec 14, 2022 | Financial Planning Basics, Retirement Income and Distributions, Retirement Savings & Income, Ted Creegan, The Point
RMDs (Required Minimum Distributions) are a necessary topic of conversation when dealing with retirement savings. This video from Castlepoint Advisor Ted Creegan, CFP®, will help you navigate the basics of RMDs.
by Kendall King | Dec 14, 2022 | 401k, Financial Planning Basics, IRA, Kendall's Counsel, Retirement Savings & Income, The Point
Oh, what fun it is to save. Wrap up your 2022 financial and tax planning efforts and start preparing for a prosperous new year with these five smart tax-saving tips from Castlepoint CEO Kendall King.
by Kristen Buchman | Nov 10, 2022 | Eldercare & Special Needs Planning, Kristen Buchman, Retirement Savings & Income, The Point
Aetna, Cigna, and WellCare! Oh my! With 23 plans to choose from, picking the right Medicare drug plan during open enrollment can be a beast. If you’re over or near 65 Castlepoint Advisor Kristin Buchman, CFP, has some helpful advice for choosing the right plan for you.
by Jake Weatherford | Jun 7, 2022 | IRA, Jake's Take, Retirement Savings & Income, The Point
401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement options. In this Jake’s Take video, Castlepoint Partner Jake Weatherford discusses the uses and advantages of a retirement savings technique called a backdoor Roth IRA conversion.
by Jake Weatherford | Aug 4, 2021 | IRA, Jake's Take, Retirement Savings & Income, The Point
Discover the differences between Roth IRAs, Traditional IRAs, and Brokerage Accounts, and how they differ when related to 401Ks.
by Castlepoint Wealth Advisors | Feb 4, 2020 | In The News, Retirement Savings & Income, Social Security & Medicare Planning
https://oklahoman-com.cdn.ampproject.org/c/s/oklahoman.com/article/5653081/to-draw-social-security-benefits-recipients-need-at-least-10-years-of-work/amp
by Castlepoint Wealth Advisors | Nov 7, 2019 | In The News, IRA, Retirement Savings & Income
https://oklahoman.com/article/5646306/year-end-is-a-good-time-to-consider-roth-conversions
by Castlepoint Wealth Advisors | Apr 11, 2017 | General Tax Content, In The News, Retirement Savings & Income, Tax & Estate Planning
http://www.oklahoman.com/article/5544997?access=f7edf77cd060b332531e4677150feea9&utm_medium=social&utm_source=twitter_theoklahoman
