Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
#retirement #retirementplanning #dohstr8
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The post SEP IRA EXPLAINED SIMPLY (& Quickly!) appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Can you rollover a 401k while still working? Today we're covering everything you need to know about in-service 401k rollovers! Are they worth it?

0:00 – 0:24 Intro
0:25 – 0:56 How an in-service 401k rollover works
0:57 – 1:32 The benefits of an in-service rollover
1:33 – 1:52 Taxes on an in-service 401k rollover
1:53 – 3:25 Taxes on Rollover 401k to Roth IRA?
3:26 – 3:45 So, is it worth it?

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

#retirement #retirementplanning #dohstr8
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The post EXACTLY How An In Service Rollover Works! Is It Worth It? appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Did you know that a stock market crash could actually be a good thing for savvy investors? In this video, we'll talk through how to invest in a stock market crash. Learn why you should want the stock market to crash and how to navigate a recession going forward to secure your financial future! Don't miss out on this valuable information!

0:00 – 0:36 Whiskey talk
0:37 – 1:32 Intro to investing in a recession
1:33 – 3:43 How to know how much your portfolio may fall during a stock market pullback
3:44 – 6:44 1 Year forward performance after declines
6:40 – 7:44 Strategically taking advantage of stock market declines
7:45 – 10:50 2 Year forward performance after declines
10:51 – 11:56 Financial Planning during a recession
11:57 – Drop your thoughts below!
We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

#retirement #retirementplanning #dohstr8
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Business Affairs Support@JazzWealth.com

The post EXACTLY Why You SHOULD Want The Stock Market To CRASH 🤓 appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Before you decide to open an IRA, make sure you watch this video, specifically if you're a younger investor! Trust me, it's important to understand the pros and cons before making this financial decision. Don't miss out on crucial information that could impact your retirement savings.

0:00 – 0:47 Intro
0:48 – 1:30 Is the Traditional IRA still a good idea?
1:31 – 1:53 IRA vs. Taxable Account
1:54 – 3:30 Retirement Plan Overview
3:31 – 5:42 Tax impacts of IRA money going to an Individual account
5:43 – 8:54 Strategizing taxable withdrawals
8:55 – 10:50 Should you put your money in a brokerage account or an IRA?
10:51 – 11:55 What'd you think?
We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

#retirement #retirementplanning #dohstr8
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Business Affairs Support@JazzWealth.com

The post Watch This BEFORE Opening An IRA…Trust Me 🤓 appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

In this video, we'll discuss 4 mistakes people make when planning for retirement that can seriously damage their financial stability. Don't let these mistakes hurt your retirement plan – learn how to avoid them and set yourself up for a happy and secure future. Watch now and start planning for your retirement with confidence!

0:00 – 0:10 Intro
0:11 – 0:26 Investing mistakes we see!
0:27 – 1:59 Annuities & understanding your investments
2:00 – 3:22 Being over exposed in one position in your portfolio
3:23 – 4:57 Long-term investments with short-term needs
4:58 – 7:12 Asset location vs. Allocation!
We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

#retirement #retirementplanning #dohstr8
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Business Affairs Support@JazzWealth.com

The post Retirement Planning: 4 MISTAKES Hurting Your Retirement Plan! appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Retirement planning has a TON of different elements. Today we're covering 4 things that could ruin your retirement plan and leave you struggling later on. From holding on to investments too long to being over-concentrated in one sector of the stock market, we got you covered! Make sure to hit that LIKE button for good luck in your retirement planning journey!

0:00 – 0:54 Intro to the intro
0:55 – 1:31 Things ruining your retirement plan
1:32 – 1:47 DIY Investing
1:48 – 5:55 1. Holding on to your losing investments too long
5:56 – 8:58 Pros & Cons of heavily CONCENTRATED investment positions
8:59 – 15:14 Dollar cost averaging before and in retirement
15:15 – 18:27 Picking speculative stocks in your retirement accounts

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

#retirement #retirementplanning #dohstr8
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Business Affairs Support@JazzWealth.com

The post Retire Sooner? 4 Things RUINING Your Retirement Plan! appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Feeling overwhelmed by Required Minimum Distributions (RMDs) and their tax hit? Don't worry, retirement doesn't have to be filled with tax anxiety! This video unveils simple yet effective strategies to minimize your RMDs and keep more of your hard-earned money in your pocket. Discover powerful tactics like Roth conversions, qualified charitable distributions, and tax-efficient withdrawal timing that can make a significant difference in your retirement income. Get ready to learn insider secrets and unlock true financial freedom in your golden years! Watch now and start lowering your RMDs today!

0:00 – 1:32 What is a Required Minimum Distribution (RMD)?
1:33 – 3:38 When Do RMDs Start?
3:39 – 5:01 Strategy 1: Roth Conversions To Lower RMD's and Taxes In Retirement
5:02 – 6:19 Strategy 2: Withdrawal Strategies In Retirement To Lower Taxes
6:20 – 7:35 Strategy 3: Why Working Longer Is Actually Beneficial (gross)
7:36 – 8:35 Strategy 4: Take More EARLY
8:36 – 9:54 Strategy 5: Qualified Charitable Distributions (QCD's)
9:55 – 10:33 Marry A Younger Person!
10:34 – 10:53 Drop a comment below with an idea I may have missed!

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

#retirement #retirementplanning #dohstr8
—Ready to subscribe—

For more information visit:

— Instagram @jazzWealth

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— Twitter @jazzWealth

Business Affairs Support@JazzWealth.com

The post Maximize Retirement Savings: Strategies For Lowering RMDs! appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Tired of confusing pension jargon? This video cuts through the BS and answers your burning questions:

Should you take your pension NOW?
What are the risks of DELAYING your pension?
Is CASHING OUT your pension ever a good idea?
Get clear, actionable advice on navigating your pension options, so you can make the BEST decision for YOUR future!

0:00 – 0:55 Take Your Pension Now, Lump Sum, or Delay it?
0:56 – 2:20 Using A Pension Calculator
2:21 – 2:56 Investing Pension Lump Sum Payments
2:57 – 4:14 Delaying Pension Then Investing it
4:15 – 5:44 Lump Sum at 55 & Investing
5:45 – 6:09 Check out the Doh Str8 Channel! Geared for the younger investors!

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

#retirement #retirementplanning #dohstr8

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For more information visit:

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Business Affairs Support@JazzWealth.com

The post Pension Now, Pension Delayed, OR Cash It Out? 🤔 appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Confused about whether a Roth 401k or Pre-Tax is the BEST retirement savings option for YOU? You're not alone! But fear not, tax warriors! This video cuts through the jargon and explains EVERYTHING you need to know in SIMPLE terms. Discover the pros and cons of each option, including tax implications, contribution limits, and HUGE potential benefits! Plus, learn KEY factors to consider based on your age, income, and retirement goals. Don't let tax season stress get you down!** Watch now and make SMART choices for your future!

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

Intro 0:00 – 0:15
Roth 401k or Pre-Tax 0:16 – 0:26
Roth 401k ONLY Scenario 0:27 – 1:57
Pre-Tax 401k & Backdoor Roth IRA Strategy 1:58 – 2:56
2:57 – 3:28 Pre-Tax 401k & Backdoor Roth IRA Strategy Tax Estimate
3:29 – 4:01 Roth 401k Only Tax Estimate
4:02 – 5:22 Roth Conversion strategy vs. Roth 401k ONLY
5:23 – 7:27 When This May Not Work For You..
7:28 – 8:30 Normal people. Fiduciary Advisors. Not Comedians.
#retirement #retirementplanning #dohstr8
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For more information visit:

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Business Affairs Support@JazzWealth.com

The post Roth 401k or Pre-Tax: Which Is The Best Option For You? appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

In this video, we're sharing with you the best financial advice we gave this year. From budgeting to investing to retirement planning, we'll cover it all!

Making financial decisions can be tough, but with the right advice, it can be easier than you think. In this video, we're sharing with you the best advice we gave this year, so you can make the right choices for your future.

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

#retirement #retirementplanning #dohstr8
—Ready to subscribe—

For more information visit:

— Instagram @jazzWealth

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— Twitter @jazzWealth

Business Affairs Support@JazzWealth.com

The post 🤓 The Best Financial Advice We Gave This Year! appeared first on Hot Side Hustles! Easy Side Business That Actually Work.