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Can You Make a Deductible IRA Contribution For 2022?

Can You Make a Deductible IRA Contribution For 2022?  It depends on several things including whether you or your spouse have earned income, whether you’ve contributed to a Roth IRA, and whether you or your spouse have access to a company sponsored retirement plan. If you do have access to a company sponsored retirement plan like […]

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Traditional vs Roth IRA

Most Americans will utilize a retirement account during their working career to put money aside for retirement, and the most common option is the IRA. However, things can get a little trickier when deciding whether a traditional IRA or a Roth IRA is the better fit for your investments.  

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The Financial Red Zone

Mentioning taxes is usually enough to turn people away from a conversation, but when you put some thought and strategy into how you approach your investments, taxes can actually work in your favor.

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Busting Social Security Myths

Mentioning taxes is usually enough to turn people away from a conversation, but when you put some thought and strategy into how you approach your investments, taxes can actually work in your favor.

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Long-Term Benefits of Tax Planning

Mentioning taxes is usually enough to turn people away from a conversation, but when you put some thought and strategy into how you approach your investments, taxes can actually work in your favor.

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The Importance of Income Planning

Income planning

On this episode of the podcast, we’re going to discuss the importance of income planning and why so many people fail to put a proper one in place. Plus, we’ll tell you about the steps we take with clients to insure they have a plan for turning everything they’ve accumulated over their career into income in retirement.

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Getting to Know Ryan Cravitz & the Podcast

We’re kicking off the podcast with a little introduction to our show and host, Ryan Cravitz. Before we dive into the financial planning conversations we’ll have on future episodes, we wanted to lay the foundation for what’s to come on the show by giving you a little background on our business and how Cravitz Financial began.

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Can You Afford To Retire? Perhaps Yes Even If You Are Thinking No.

Many people can actually afford to retire that don’t think they can. Others think they need to work much longer than they actually to or need to save up a lot more money than they actually need.Life is short. Do you work at a job that you really don’t like or are burnt out and […]

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How Do Penalties And Free Withdrawals Work On Annuities?

When you withdraw money from a deferred annuity you will pay a surrender charge on the amount that you withdraw that is more than the free withdrawal amount. Many deferred annuities such as fixed annuities and fixed annuities allow you to withdraw 10% per year without penalty. Some allow you to withdraw the money if […]

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Should I Buy An Annuity {Case Study}

Should you buy an annuity to help provide the income you need in retirement? In this video I will share an actual case study and we will look at the pros and cons of either buying or not buying an annuity.

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CONTACT

16755 Von Karman Ave. Suite #200
Irvine, CA. 92606
1-714-462-9155
Ryan@CravitzFinancial.com

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. 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.

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