Suite of Estate Planning

03/28/22 • 41 min

Join Nolan, Jesse and Katy as they discuss the recommended estate planning documents everyone should have. The krewe explains the documents from a financial advisor's perspective and how these documents are helpful to have on file.
BONUS, the krewe answers a question they received from a listener!
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.

Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/

Previous Episode

King cake calories don't count, but Roth Conversions do

It's Carnival time! Nolan, Jesse and Katy have a special Mardi Gras themed episode just for you! Don't worry there is still plenty of finance talk but with an extra festive spirit. Join as the krewe discusses Roth IRA Conversions; what it is, why you might want to do this and who typically implements the strategy. AND the Lagniappe Lounge is back! Our very own Pam Laval joins us in the lounge. Does she know her Mardi Gras history?! Listen to find out!
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax free withdrawals on taxable contributions.
To qualify for the tax-free and penalty-free withdrawal or earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 1⁄2 or due to death, disability, or a first time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.

Next Episode

Business Owner: Phase 1

Are you a business owner, thinking of opening up a business or know someone who owns a business?? Odds are one of the three apply to you!
Join Nolan, Jesse and Katy as they discuss opening and owning a business. They bring up key points such as the business structure, business credit and questions to ask yourself to see if you're ready to make the jump to #selfemployed. This is the first episode of a THREE part series detailing business ownership.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.