The 4 Most Common 401(k) Rollover Mistakes and What to Do in 2020

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

 

What Don Garman can say in an interview on
401(k) Rollover Mistakes and What to Do in 2020:

Rolling over a 401(k) is a task millions of American’s are faced with every year. Whether this is your first or fourth, it’s important to remember that the choices you make in this situation are irreversible so you should be confident with your plan.

These are the 4 most common mistakes investors make when rolling over their 401(k) and what you should do instead.

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Will Taxes Be Higher or Lower in the Future?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview:

  • If taxes drop in the future do you have a plan in place to take advantage of lower income tax rates?
  • Most people do have a plan in place and it is called a 401 (k).

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5 Financial Things to Do at 35 That You’ll Be Glad You Did at 45

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview:

By the time you reach your mid-30s, you may have been in your career for a while, maybe you own a house, you may have kids or are thinking about starting a family, and you’re usually beginning to make some traction in your financial life. But how do you maximize this momentum so that you’re making the right decisions now that you’ll be thankful for in 10 years? Here are five key elements to consider.

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Americans Seize Historic Chance to Pass On Wealth Tax-Free

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview:

The Stretch IRA is no longer an option for people to pass on their wealth. Here’s a strategy which can help you transfer your IRA to your children tax free.
      • First, you want to set up and establish a Trust naming your beneficiaries. 

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Financial Fears Surrounding the Global Pandemic: How Should We React?

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings, is a Principal and Financial Advisor for Westbilt Financial Group.

Some Key Talking Points From Kathleen Owings
on Financial Fears Surrounding the Pandemic:

People are closely watching the stock market’s reaction to every twist and turn in the story of our current pandemic crisis. Should people be overly concerned? What should we do? How can we protect our investments?

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Little Known Secrets About Money That Can Change Your Life

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview:

Financial missteps to avoid:

  1. Do not roll a previous employer’s 401 (k) into a new employers 401 (k) plan
  2. Consider investing your previous employers 401 (k) into a fixed indexed annuity with no fee’s, this way your money is invested with uncapped upside growth potential and zero risk for market volatility.

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Should You Dump Your 401(k)?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview about
Our 401(k) and Financial Security:

The Pre-tax vs Post Tax Planning Myth

One thing we know are facts of today, but no one can predict the facts of the future. Today you may be married with children. You may have a home with a mortgage. IF you wanted you could simply call your CPA and find out what your marginal tax is and how much you owe. 

The challenge is not knowing what the future holds. All too often people rely on what “worked” in the past when the facts of today are vastly different from 20 years ago. 

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