Time is Running Out to Book Your End-of-Year Financial Review

Have you made an appointment for an end-of-year check of your retirement finances?  Time is running out!  On this episode of Countdown to Retirement, Greg MacInnis talks about the five things he likes to focus on during a review, including a check of 401(k)/IRA contributions, harvesting stock losses, RMD calculations, Roth conversions and charitable giving.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

Time is Running Out to Book Your End-of-Year Financial Review
Have you made an appointment for an end-of-year check of your retirement finances?&nbsp; Time is running out!&nbsp; On this episode of Countdown to Retirement, Greg MacInnis talks about the five things he likes to focus on during a review, including a check of 401(k)/IRA contributions, harvesting stock losses, RMD calculations, Roth conversions and charitable giving.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.
<a href="https://gmacfamilyfinancial.com/">https://gmacfamilyfinancial.com/</a>

Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.

Countdown to Retirement with Gregg MacInnis

Have you made an appointment for an end-of-year check of your retirement finances?  Time is running out!  On this episode of Countdown to Retirement, Greg MacInnis talks about the five things he likes to focus on during a review, including a check of 401(k)/IRA contributions, harvesting stock losses, RMD calculations, Roth conversions and charitable giving.

Time is Running Out to Book Your End-of-Year Financial Review

Do You Have the Right ‘Recipe’ for Retirement?

Some home cooks skip the recipe—with mixed results.  Retirement planning works much the same way. Without a written plan, you’re essentially winging it.  In this episode of Countdown to Retirement, Gregg MacInnis walks through the key ingredients of a solid retirement plan, from guaranteed income and tax strategies to risk management and creating a clear vision for retirement.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

Do You Have the Right &lsquo;Recipe&rsquo; for Retirement?
Some home cooks skip the recipe&mdash;with mixed results. &nbsp;Retirement planning works much the same way. Without a written plan, you&rsquo;re essentially winging it. &nbsp;In this episode of Countdown to Retirement, Gregg MacInnis walks through the key ingredients of a solid retirement plan, from guaranteed income and tax strategies to risk management and creating a clear vision for retirement.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.
<a href="https://gmacfamilyfinancial.com/">https://gmacfamilyfinancial.com/</a>

Some home cooks skip the recipe—with mixed results.  Retirement planning works much the same way. Without a written plan, you’re essentially winging it.  In this episode of Countdown to Retirement, Gregg MacInnis walks through the key ingredients of a solid retirement plan, from guaranteed income and tax strategies to risk management and creating a clear vision for retirement.

Do You Have the Right ‘Recipe’ for Retirement?

Is It Time to ‘Look Forward’ with Complete Tax Planning?

Tax season often feels like an exercise in looking backward—collecting documents and filing last year’s return.  But comprehensive tax planning is about what’s next.  In this episode of Countdown to Retirement, Gregg MacInnis shares forward‑thinking strategies designed to help maximize tax benefits in future years.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

Is It Time to &lsquo;Look Forward&rsquo; with Complete Tax Planning?
Tax season often feels like an exercise in looking backward&mdash;collecting documents and filing last year&rsquo;s return. &nbsp;But comprehensive tax planning is about what&rsquo;s next. &nbsp;In this episode of Countdown to Retirement, Gregg MacInnis shares forward‑thinking strategies designed to help maximize tax benefits in future years.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.
<a href="https://gmacfamilyfinancial.com/">https://gmacfamilyfinancial.com/</a>

Tax season often feels like an exercise in looking backward—collecting documents and filing last year’s return.  But comprehensive tax planning is about what’s next.  In this episode of Countdown to Retirement, Gregg MacInnis shares forward thinking strategies designed to help maximize tax benefits in future years.

Is It Time to ‘Look Forward’ with Complete Tax Planning?

Add a ‘Gimme’ Putt to Your Retirement Plan

Golfers commonly award ‘gimme’ putts to players whose ball comes within inches of the cup.  That can also be accomplished in your retirement plan with reliable income sources.  In this episode of Countdown to Retirement, Gregg MacInnis explains how they work - from annuities, pensions and Social Security to fixed income.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

Add a &lsquo;Gimme&rsquo; Putt to Your Retirement Plan
Golfers commonly award &lsquo;gimme&rsquo; putts to players whose ball comes within inches of the cup.&nbsp; That can also be accomplished in your retirement plan with reliable income sources.&nbsp; In this episode of Countdown to Retirement, Gregg MacInnis explains how they work - from annuities, pensions and Social Security to fixed income.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.
<a href="https://gmacfamilyfinancial.com/">https://gmacfamilyfinancial.com/</a>

Golfers commonly award ‘gimme’ putts to players whose ball comes within inches of the cup.  That can also be accomplished in your retirement plan with reliable income sources.  In this episode of Countdown to Retirement, Gregg MacInnis explains how they work - from annuities, pensions and Social Security to fixed income. 

Time is Running Out to Book Your End-of-Year Financial Review

Countdown to Retirement with Gregg MacInnis

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Countdown to Retirement with Gregg MacInnis

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