Videos - Cravitz Financial & Insurance Solutions - Page 6

Category Archives for Videos

Am I Able To Do A Roth Conversion? This is Often Misunderstood.

There’s a lot of confusion around how conversions and contributions work with Roth IRA’s. A question I was just asked was “can I convert $50,000 from my Traditional IRA to a Roth?” I thought there was maximum I could put in a Roth each year.” In this video I answer this question and go over […]

Continue reading

Should You Do a Roth Conversion in 2020?

Roth IRA’s can be a great. If you take qualified distributions from a Roth IRA in retirement you won’t have to pay any tax on the withdrawals. Also, you don’t have to worry about Required Minimum Distributions (RMD’s) either. However, does it make sense to convert to a Roth IRA? Everyone’s situation is unique so […]

Continue reading

Should You Buy Term or Permanent Life Insurance?

Life insurance can be a confusing subject for many. One of the questions you should consider is whether term or permanent insurance is better. I believe neither is better. However, one is typically more appropriate for the given situation. When should you buy term life and when should buy permanent (whole) life insurance? In this […]

Continue reading

Is No Medical Exam Life Insurance Legit?

Many people wonder if no exam life insurance is legit. Why do some companies require you to take an exam, but other insurance companies do not require it? Should you be concerned about the safety or security of a company that doesn’t require a medical exam?In this video we’ll address these questions and more.Full Transcript: Hey, […]

Continue reading

Is an IRA a Good Investment?

Is an IRA a good investment? Actually, an IRA is not a investment. Instead, it is an account. Within the IRA you can hold investments.Full Transcript: Hey everybody, it’s Ryan here. All right, so today I want to talk to you a little bit about IRAs. And specifically, I want to address a question that I […]

Continue reading

Does it Always Make Sense to Contribute to a Roth IRA?

I love Roth IRA’s. However, does it always make sense to contribute to one even if you are eligible to? I say definitely not always. In this video I describe a situation where I believe it’s a bad idea. Instead, in this specific scenario I recommended they fund a Traditional IRA instead. As you approach […]

Continue reading
1 4 5 6


500 N. State College Ste 1100
Orange, CA. 92868

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cravitz Financial & Insurance Solutions are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.  Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  CA Insurance License #0C86000.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Ryan Cravitz and/or Cravitz Financial and Insurance Solutions are not affiliated with or endorsed by the Social Administration or any other government agency.

Copyright © 2024 Cravitz Financial & Insurance Solutions | | Privacy Policy