Charitable Gifting: The Roth Conversion Cheat Code (Save Thousands in Taxes) - Strategy + Example
Curtis Crossland, MBA, CFA, CFP®, EA
Charitable Gifting: The Roth Conversion Cheat Code (Save Thousands in Taxes) - Strategy + Example
16:05
How Your Investment Accounts Are Quietly Dragging You Down
Curtis Crossland, MBA, CFA, CFP®, EA
How Your Investment Accounts Are Quietly Dragging You Down
9:09
Take Enhanced Senior Deduction Or Convert To Roth IRA? Watch This Before Doing Anything
Curtis Crossland, MBA, CFA, CFP®, EA
Take Enhanced Senior Deduction Or Convert To Roth IRA? Watch This Before Doing Anything
21:34
$2M Retirement Case Study: Critical Mistakes & Missed Opportunities to Avoid
Curtis Crossland, MBA, CFA, CFP®, EA
$2M Retirement Case Study: Critical Mistakes & Missed Opportunities to Avoid
43:50
ROTH Conversion REGRET...How Delaying May Cost You & Ruin Tax-Free Wealth
Curtis Crossland, MBA, CFA, CFP®, EA
ROTH Conversion REGRET...How Delaying May Cost You & Ruin Tax-Free Wealth
17:39
Hidden Benefit of Roth Conversions No One Is Talking About
Curtis Crossland, MBA, CFA, CFP®, EA
Hidden Benefit of Roth Conversions No One Is Talking About
12:33
Retirement Income, Tax & Health Care Cost Impacts If You Die At 70 And Your Spouse Lives To 90
Curtis Crossland, MBA, CFA, CFP®, EA
Retirement Income, Tax & Health Care Cost Impacts If You Die At 70 And Your Spouse Lives To 90
22:16
Pensions & Roth Conversion - What Happens?
Curtis Crossland, MBA, CFA, CFP®, EA
Pensions & Roth Conversion - What Happens?
22:27
Converting $1.5 Million to a Roth IRA in 1 Year, What Happens: Example & Breakdown
Curtis Crossland, MBA, CFA, CFP®, EA
Converting $1.5 Million to a Roth IRA in 1 Year, What Happens: Example & Breakdown
25:42
Retirement Taxes: How Macro & Micro Planning Can Maximize Your Savings - with Example!
Curtis Crossland, MBA, CFA, CFP®, EA
Retirement Taxes: How Macro & Micro Planning Can Maximize Your Savings - with Example!
21:38
60 with ALL PRE-TAX IRA. Who WINS 12% or 22% ROTH Conversion? Retirement Tax Planning Example.
Curtis Crossland, MBA, CFA, CFP®, EA
60 with ALL PRE-TAX IRA. Who WINS 12% or 22% ROTH Conversion? Retirement Tax Planning Example.
14:35
I Can't Afford Food Anymore - Part 3: McDonald's #money #retirement
Curtis Crossland, MBA, CFA, CFP®, EA
I Can't Afford Food Anymore - Part 3: McDonald's #money #retirement
1:00
Inflation vs. Retirement: Is It Worse Than We Think?
Curtis Crossland, MBA, CFA, CFP®, EA
Inflation vs. Retirement: Is It Worse Than We Think?
10:23
I can't afford food anymore - Burger King '86 Edition #money #finance #investing
Curtis Crossland, MBA, CFA, CFP®, EA
I can't afford food anymore - Burger King '86 Edition #money #finance #investing
1:00
Taco Bell Receipt from 1999! I can't afford lunch anymore... #money #inflation #finance
Curtis Crossland, MBA, CFA, CFP®, EA
Taco Bell Receipt from 1999! I can't afford lunch anymore... #money #inflation #finance
0:50
3 Tax Related Roth IRA Conversion Mistakes in Retirement
Curtis Crossland, MBA, CFA, CFP®, EA
3 Tax Related Roth IRA Conversion Mistakes in Retirement
7:04
Guess the Best Stock Index of the Last 80 Years. Hint: It's Not What You Think! #investing #money
Curtis Crossland, MBA, CFA, CFP®, EA
Guess the Best Stock Index of the Last 80 Years. Hint: It's Not What You Think! #investing #money
0:49
Smart Withdrawals: Which Retirement Account to Tap First? #retirementplanning #finance #money
Curtis Crossland, MBA, CFA, CFP®, EA
Smart Withdrawals: Which Retirement Account to Tap First? #retirementplanning #finance #money
0:58
10 Golden Years for Your Roth IRA #investing #retirementplanning #money
Curtis Crossland, MBA, CFA, CFP®, EA
10 Golden Years for Your Roth IRA #investing #retirementplanning #money
0:54
Is This Retirement Tool A Lie? What Monte Carlo Simulations Really Tell You –Pros and Cons Explained
Curtis Crossland, MBA, CFA, CFP®, EA
Is This Retirement Tool A Lie? What Monte Carlo Simulations Really Tell You –Pros and Cons Explained
9:03
80 Years of S&P 500 History in 60 Seconds! #investing #finance #money
Curtis Crossland, MBA, CFA, CFP®, EA
80 Years of S&P 500 History in 60 Seconds! #investing #finance #money
1:00
Retiring Single at 62 with $1M: Key Considerations & Real-Life Example
Curtis Crossland, MBA, CFA, CFP®, EA
Retiring Single at 62 with $1M: Key Considerations & Real-Life Example
24:46
Average Retiree Income & Expenses. How Do You Stack Up?
Curtis Crossland, MBA, CFA, CFP®, EA
Average Retiree Income & Expenses. How Do You Stack Up?
9:13
How To Reduce 2 Common Tax Problems In Retirement Before Your Taxes Get Out Of Hand: With Examples
Curtis Crossland, MBA, CFA, CFP®, EA
How To Reduce 2 Common Tax Problems In Retirement Before Your Taxes Get Out Of Hand: With Examples
18:35
Retirement Savings By Age, How Do You Stack Up?
Curtis Crossland, MBA, CFA, CFP®, EA
Retirement Savings By Age, How Do You Stack Up?
7:27
What Would It Take To Retire at 65 With $7,500/Month?
Curtis Crossland, MBA, CFA, CFP®, EA
What Would It Take To Retire at 65 With $7,500/Month?
18:13
4 Real Money Tips If You're Behind In Your 40s 50s
Curtis Crossland, MBA, CFA, CFP®, EA
4 Real Money Tips If You're Behind In Your 40s 50s
0:55
Tax-Free Retirement? Roth IRA Basics
Curtis Crossland, MBA, CFA, CFP®, EA
Tax-Free Retirement? Roth IRA Basics
0:43
The 50/30/20 Rule
Curtis Crossland, MBA, CFA, CFP®, EA
The 50/30/20 Rule
0:49
Planner Explains 5 Core Concepts
Curtis Crossland, MBA, CFA, CFP®, EA
Planner Explains 5 Core Concepts
0:56
If Social Security Goes Broke, What Does Retirement Look Like?
Curtis Crossland, MBA, CFA, CFP®, EA
If Social Security Goes Broke, What Does Retirement Look Like?
21:31
4 Signs Your Portfolio Might Stink: Learn These Before It's Too Late
Curtis Crossland, MBA, CFA, CFP®, EA
4 Signs Your Portfolio Might Stink: Learn These Before It's Too Late
9:01
Compounding & The Rule of 72
Curtis Crossland, MBA, CFA, CFP®, EA
Compounding & The Rule of 72
1:00
Social Security Tax Explained: Learn If Yours Is Taxable, And By How Much
Curtis Crossland, MBA, CFA, CFP®, EA
Social Security Tax Explained: Learn If Yours Is Taxable, And By How Much
8:15
Retiring @ 62 with $1 Million Portfolio, How Possible Is It?
Curtis Crossland, MBA, CFA, CFP®, EA
Retiring @ 62 with $1 Million Portfolio, How Possible Is It?
0:59
I'm 62 With $1 Million Can I Retire? What Does Spending Look Like?
Curtis Crossland, MBA, CFA, CFP®, EA
I'm 62 With $1 Million Can I Retire? What Does Spending Look Like?
17:51
How Taxes Hurt Your Investments, The True Impact of Tax Drag! #investing #finance #retirement
Curtis Crossland, MBA, CFA, CFP®, EA
How Taxes Hurt Your Investments, The True Impact of Tax Drag! #investing #finance #retirement
0:49
Can A Roth Conversion Lower Lifetime Tax?? #retirement #finance #investing
Curtis Crossland, MBA, CFA, CFP®, EA
Can A Roth Conversion Lower Lifetime Tax?? #retirement #finance #investing
1:00
Social Security at 62 vs 70. What's the Difference!?! #retirementplanning #investing #finance
Curtis Crossland, MBA, CFA, CFP®, EA
Social Security at 62 vs 70. What's the Difference!?! #retirementplanning #investing #finance
1:00
Can You Actually Plan To Die With Zero!? #retirementplanning #investing
Curtis Crossland, MBA, CFA, CFP®, EA
Can You Actually Plan To Die With Zero!? #retirementplanning #investing
0:57
Taking Social Security at 62 vs 70, What's The Difference??
Curtis Crossland, MBA, CFA, CFP®, EA
Taking Social Security at 62 vs 70, What's The Difference??
13:50
How Hard Is It To Actually Die With Zero?
Curtis Crossland, MBA, CFA, CFP®, EA
How Hard Is It To Actually Die With Zero?
16:02
Think You Know the Answer? Test your knowledge with this Social Security quiz!! #retirementplanning
Curtis Crossland, MBA, CFA, CFP®, EA
Think You Know the Answer? Test your knowledge with this Social Security quiz!! #retirementplanning
0:34
7 Year End Tax Planning Considerations. If you don't use it, you lose it.
Curtis Crossland, MBA, CFA, CFP®, EA
7 Year End Tax Planning Considerations. If you don't use it, you lose it.
5:20
Think you know the answer? Test your financial knowledge. #taxplanning #retirementplanning
Curtis Crossland, MBA, CFA, CFP®, EA
Think you know the answer? Test your financial knowledge. #taxplanning #retirementplanning
0:41
Think You Know the Answer? Don't Let This Cost You In Real Life. #retirementplanning #investing
Curtis Crossland, MBA, CFA, CFP®, EA
Think You Know the Answer? Don't Let This Cost You In Real Life. #retirementplanning #investing
0:51
Keep More of Your Investment Return. 4 Keys to Effective Asset Location. Reduce lifetime tax drag.
Curtis Crossland, MBA, CFA, CFP®, EA
Keep More of Your Investment Return. 4 Keys to Effective Asset Location. Reduce lifetime tax drag.
9:48
What Dave Ramsey Missed With His Take On The 4% Rule #retirementplanning #investing
Curtis Crossland, MBA, CFA, CFP®, EA
What Dave Ramsey Missed With His Take On The 4% Rule #retirementplanning #investing
0:55
Tax Inflation Adjustments for 2024 Are Here! #retirementplanning #investing
Curtis Crossland, MBA, CFA, CFP®, EA
Tax Inflation Adjustments for 2024 Are Here! #retirementplanning #investing
0:27
Think You Know the Answer?? #taxplanning #retirementplanning
Curtis Crossland, MBA, CFA, CFP®, EA
Think You Know the Answer?? #taxplanning #retirementplanning
0:29
Retirees Need to Tax Plan: See an Explanation & Real Retirement Breakdown of Savings
Curtis Crossland, MBA, CFA, CFP®, EA
Retirees Need to Tax Plan: See an Explanation & Real Retirement Breakdown of Savings
20:54
Roth Phase Out Going Up in 2024! #retirementplanning #investing
Curtis Crossland, MBA, CFA, CFP®, EA
Roth Phase Out Going Up in 2024! #retirementplanning #investing
0:30
401k & IRA Limits Going Up in 2024! #retirementplanning
Curtis Crossland, MBA, CFA, CFP®, EA
401k & IRA Limits Going Up in 2024! #retirementplanning
0:37
A Detail Retirees Can Miss About Social Security. #retirement #socialsecurity
Curtis Crossland, MBA, CFA, CFP®, EA
A Detail Retirees Can Miss About Social Security. #retirement #socialsecurity
0:49
Think You Know The Answer? Can YOU Name That Tax? #taxplanning #retirement
Curtis Crossland, MBA, CFA, CFP®, EA
Think You Know The Answer? Can YOU Name That Tax? #taxplanning #retirement
0:43
Avoiding NIIT: An Explanation, An Example, & Some Strategies
Curtis Crossland, MBA, CFA, CFP®, EA
Avoiding NIIT: An Explanation, An Example, & Some Strategies
8:18
4 Common Retirement Mistakes
Curtis Crossland, MBA, CFA, CFP®, EA
4 Common Retirement Mistakes
8:55