David Belisle talks annuities, including why they have such a bad rap. David defines what annuities are and the different types. He also explains the many pros of having annuities – protected against market downturns, care coverage, and tax benefits - along with a specific instance when annuities are not beneficial. David also talks about the latest with his favorite Boston sports teams.

David Belisle talks annuities, including why they have such a bad rap. David defines what annuities are and the different types. He also explains the many pros of having annuities &ndash; protected against market downturns, care coverage, and tax benefits - along with a specific instance when annuities are not beneficial. David also talks about the latest with his favorite Boston sports teams.

Grab your headphones and get ready to learn how to build and protect your wealth. Paramount Financial presents: The Money Club. Hosted by David Belisle, The Money Club is your go-to resource for tips on navigating market risk, wealth transfer, thoughtful savings strategies, and more.

On each new weekly episode, you’ll hear insightful tips based on the financial strategies that the country’s wealthiest people have followed for decades. Wherever you are on your wealth-building journey, press play now for informative, relevant, and entertaining financial news that goes wherever you do.

Welcome to The Money Club!

Grab your headphones and get ready to learn how to build and protect your wealth. Paramount Financial presents: The Money Club. Hosted by David Belisle, The Money Club is your go-to resource for tips on navigating market risk, wealth transfer, thoughtful savings strategies, and more.
On each new weekly episode, you’ll hear insightful tips based on the financial strategies that the country’s wealthiest people have followed for decades. Wherever you are on your wealth-building journey, press play now for informative, relevant, and entertaining financial news that goes wherever you do.
Welcome to The Money Club!

The Money Club

Grab your headphones and get ready to learn how to build and protect your wealth. Paramount Financial presents: The Money Club. Hosted by David Belisle, The Money Club is your go-to resource for tips on navigating market risk, wealth transfer, thoughtful savings strategies, and more.
On each new weekly episode, you’ll hear insightful tips based on the financial strategies that the country’s wealthiest people have followed for decades. Wherever you are on your wealth-building journey, press play now for informative, relevant, and entertaining financial news that goes wherever you do.
Welcome to The Money Club!

The Benefits of Annuities and One Instance Where They Are Not The Answer 

David Belisle tackles the third of four parts on taxes in retirement. David explains how keeping money in tax-deferred retirement plans gives the IRS more control of one’s retirement. He discusses the importance of a diversified retirement plan and the finesse of converting money to Roth accounts, along with why having an advisor take a look at this complicated process is necessary. And David addresses when to start the process.

Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get walk through the “Retirement: Ready or Not?” discussion. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.

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David Belisle tackles the third of four parts on taxes in retirement. David explains how keeping money in tax-deferred retirement plans gives the IRS more control of one&rsquo;s retirement. He discusses the importance of a diversified retirement plan and the finesse of converting money to Roth accounts, along with why having an advisor take a look at this complicated process is necessary. And David addresses when to start the process.
Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get walk through the &ldquo;Retirement: Ready or Not?&rdquo; discussion. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.
<a href="https://www.facebook.com/paramountfinancialma/">Facebook</a>

Why Lost Control Is an Even Bigger Risk Than Higher Taxes in Retirement 

David Belisle discusses how increased taxes in retirement could be an even worse problem in the future. David discusses the reasons, including the national debt, certain bills that could expire, RMDs, Social Security taxes, and healthcare premiums. And David lays out how he and the Paramount Financial team can do a complimentary look at someone’s retirement plan to help make it as tax-efficient as possible. He also talks about the trip with his wife to the Bahamas and enjoying the warm weather there, versus the cold in Boston.

Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get walk through the “Retirement: Ready or Not?” discussion. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.

Facebook

David Belisle discusses how increased taxes in retirement could be an even worse problem in the future. David discusses the reasons, including the national debt, certain bills that could expire, RMDs, Social Security taxes, and healthcare premiums. And David lays out how he and the Paramount Financial team can do a complimentary look at someone&rsquo;s retirement plan to help make it as tax-efficient as possible. He also talks about the trip with his wife to the Bahamas and enjoying the warm weather there, versus the cold in Boston.
Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get walk through the &ldquo;Retirement: Ready or Not?&rdquo; discussion. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.
<a href="https://www.facebook.com/paramountfinancialma/">Facebook</a>

Five Reasons Why the Tax Timebomb Could Get Worse Over Time 

David Belisle discusses the types of retirement accounts that can lead to major tax implications in retirement. David describes how this problem is only getting worse over time and how the national debt ties into this. He also describes several different methods that he and the Paramount Financial team use to help people move money from taxable buckets before retirement.

Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get walk through the “Retirement: Ready or Not?” discussion. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.

FB: https://www.facebook.com/paramountfinancialma/

Sign up for David’s educational tax seminar on June 3rd and 4th at the Williams Inn in Williamstown. Space is limited, so sign up now: https://keap.page/qju393/taxes-in-retirement-event-registration.html

David Belisle discusses the types of retirement accounts that can lead to major tax implications in retirement. David describes how this problem is only getting worse over time and how the national debt ties into this. He also describes several different methods that he and the Paramount Financial team use to help people move money from taxable buckets before retirement.
Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get walk through the &ldquo;Retirement: Ready or Not?&rdquo; discussion. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.
FB: <a href="https://www.facebook.com/paramountfinancialma/">https://www.facebook.com/paramountfinancialma/</a>
Sign up for David&rsquo;s educational tax seminar on June 3rd and 4th at the Williams Inn in Williamstown. Space is limited, so sign up now: <a href="https://keap.page/qju393/taxes-in-retirement-event-registration.html">https://keap.page/qju393/taxes-in-retirement-event-registration.html</a>

The Benefits of Annuities and One Instance Where They Are Not The Answer

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