Tax And Retirement Planning Webinars

Browse Tax And Retirement Planning Webinar Topics Below

montinico webinars - investing for millenials

Investing for Millenials

Explore top ways to give your children and grandchildren a leg up on preparing for their eventual retirement.  This short webinar will help educate millennials and generation Z on the basics of investing and the importance taking advantage of the time compound interest.

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The Mitigation of Risk

In order to manage stock market risk in retirement, we need to understand the risks involved and develop risk mitigation strategies accordingly. In this webinar, we explore different stock market risks and finish with the most effective solutions we use for our tactical approach.

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How To Retire

You’ve worked hard to save for retirement. And even if it may seem like a difficult time to think about retiring, it may be more important than ever to have a clear plan for how you’ll use your funds effectively so you can feel secure in retirement. Watch to learn four investing steps you can take now to help set yourself up for success in retirement. 

roth ira

Roth IRA Conversions

Converting your traditional IRA into a Roth IRA is an important step in order to reduce or eliminate taxes in retirement.  This is a challenging level of retirement income planning.  Work with our fiduciary and our CPA to determine the ideal amount to convert each year. ​We’ll show you the big advantages in this short webinar.

401k plan learning

401(k) Rollovers

No matter what your age or stage of life, it’s not too late to start saving. While 401(k)s are the most common way to save for retirement, there are additional ways to help provide financial security for your future. Watch to discover additional ways to save and how to maximize your savings strategy depending on your stage of life.

marc montini

Financial Planner or Financial Advisor

In this short video we discuss the difference between a financial planner and a financial advisor; but we go beyond that.  We also discuss other financial professionals such as stock brokers, fiduciaries, RIAs, IARs and insurance only licensed agents.  We believe this mini-webinar will help you learn which financial professional is best for you.

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Understanding Annuities

This webinar will address types of annuities, decoding annuity statements, and what to do with an annuity if you choose not to annuitize. We break down how annuities work, annuity types, downsides, and alternatives to consider. Learn the pros and cons of annuities, and why an annuity may or may not be a good investment for you.

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RMD Planning

You may not think this is irrelevant to you because of your young age but RMDs can be the difference between paying taxes in retirement or not.  An RMD is a distribution you are required to take from your IRA when you achieve a certain age. Proper planning starting today can eliminate your RMDs in the future and help you achieve a tax-free retirement.


Why We Consolidate

Consolidating multiple retirement assets into one organized position can offer many benefits.  Watch this short video to see how consolidating your assets can actually improve your diversification, reduce the fees you’re paying and streamline wealth transfer for your spouse and children.

retirement taxes

What to Expect as Tax Act of 2017 Ends.

Are we on the cusp of a tax time-bomb? Watch this short webinar to learn more.  With the likely potential “sunset” or expiration of the Tax Cuts and Jobs Act of 2017 looming, can we expect to see a dramatic increase in taxes in the near future?  This 12 minute mini webinar will cover the important things like what you need to know today and how you should start preparing.

We can SHOW you how to use a Roth IRA, along with other retirement vehicles, to maximize your retirement plans. Achieving a tax-free retirement is possible, it just take a little time and a lot of planning.

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