Beware of Annuities

Beware of Annuities

I’ll come right out and say “I’m not a fan of annuities”. They tend to carry high fees, surrender charges, and guarantees that are inferior to alternative investment solutions. But unfortunately, annuities pay financial professionals a lot of money which…

SEP IRA - TOP 5 MISTAKES

SEP IRA – TOP 5 MISTAKES

SEP’s are one of the most popular employer sponsored retirement plans for small employers but we see business owners make a lot of mistakes with SEP IRA plans. You have to make sure you are filing the right forms each…

GameStop Surge: 5 Investment Lessons

GameStop Surge: 5 Investment Lessons

In this video we will be explaining what is driving the price surge in Gamestop, AMC, and other companies in the markets. More importantly there are 5 very important investment lessons that investors can learn from the recent Gamestop anomaly…

At What Age Does A Child Have To File A Tax Return?

At What Age Does A Child Have To File A Tax Return?

When your children begin working and they receive their first W2, the question from their parents is often “Do they have to file a tax return?” In this video we will cover: • At what age are you required to…

Will Moving From New York to Florida In Retirement Save You Taxes?

Will Moving From New York to Florida In Retirement Save You Taxes?

We often get the question much more frequently from clients – “When I retire, does it make sense from a tax standpoint to change my residency from New York to Florida?”. In this video, Mike Ruger, CFP® and Managing Partner…

When You Make Cash Gifts To Your Children, Who Pays The Tax?

When You Make Cash Gifts To Your Children, Who Pays The Tax?

A very common question that we frequently receive from clients is “If I want to make a cash gift to my kids, do I have to pay gift taxes?” The answer to that question depends on number of items such…

The U.S. Government Debt Crisis Is Almost Here

The U.S. Government Debt Crisis Is Almost Here

With the massive amount of money that has been printed by the U.S. Government this year, a U.S. government debt crisis is looming. In this video we will walk you through: • Probability that a debt crisis will occur •…

Backdoor ROTH IRA Contributions

Backdoor ROTH IRA Contributions

This video will cover how to process Backdoor Roth IRA Contributions, the benefits of this wealth building strategy, and pitfalls to avoid when implementing this Roth strategy. Contact Us: https://www.greenbushfinancial.com/contact-us/

6 Steps To Start A New Business

6 Steps To Start A New Business

You can establish an new business in under a week with 6 easy steps. In this video are going to cover how to incorporate your business, obtaining a tax ID number, should you have business insurance, tax consideration, what you…