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Search Results : Rashaan Planning

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The following listen on-demand podcasts matched your search results for: Rashaan Planning
Planning Matters Radio
Peter Richon
March 11, 2023
There are unique reasons Charitable Remainder Trusts are good options for your Estate Plan In this video Peter Richon with Richon Planning and Erin Kennedy explain how a crt works it is an irrevocable trust that allows you or a designated beneficiary to receive an income stream for life After you die the remainder of the assets in the trust are donated to your charity or charities of choice Peter also walks through those benefits including You Can Save on Taxes You Can Increase Your Income You Can Support Worthy Causes You Can Protect Your Money from Creditors Naming the [... more]
Planning Matters Radio
Peter Richon
January 28, 2023
Starting in you can roll up to from a into a Roth individual retirement account which can jumpstart tax-free retirement savings for young investors all while taking advantage of today's historically low tax rate But opening a as Peter Richon with Richon Planning explains to Erin Kennedy isn't right for everyone In this video Peter lays out the pros and cons and suggests other accounts you should consider maxing out first If you'd like to learn more about opening a for your child or grandchild or if you'd like to talk through other strategies to help fund higher education please [... more]
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