NextGen Wealth

Investment Help Isn’t Retirement Planning - Managing investments is only one part of retirement.
True planning also includes taxes, income strategy, healthcare, and estate coordination.

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Bought your annuity with pre-tax money?
You might have just signed up for RMDs.

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With the World Cup kicking off soon, the Lee's Summit Educational Foundation is getting in on the soccer fever too⚽

Here is your unique opportunity to win a one-of-a-kind soccer ball, signed by the cast while they were filming right here in Lee's Summit!

All raffle proceeds go toward supporting the LSR7 district, and they will even ship the ball if you live outside the area, so there’s absolutely no reason not to throw your name in!

🎟️ Get your tickets here → https://www.lsedfoundation.org/autographed-soccer-ball-raffle

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early retirement.
Read more 👉 https://bit.ly/42Fg687

🧾 How do annuities actually work?
You give an insurance company money… they promise to give you some back later.
But what’s the catch?
👉 Fees, surrender charges, and limited access to your cash.
👉 https://bit.ly/3YUgwpG

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early retirement.
https://bit.ly/42Fg687

Payments from non-qualified annuities consist of:
Part return of costs (tax-free)
Part earnings (taxable)

The tax-free amount is called the “exclusion ratio,” and it’s just as complicated as it sounds.

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One major area where tax deductions and credits are negatively affected is the clean vehicle and clean energy credits.

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Annuities are often marketed as an option to simplify retirement income. But is that really the case?

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It’s always a good idea to review your healthcare coverage annually. At NextGen Wealth, we work with our clients on a continual basis, so there won’t be any end-of-year surprises.

Read more 👉 https://bit.ly/3LL9srw