Videos - Cravitz Financial & Insurance Solutions

Having a tax-efficient withdrawal strategy in retirement can save you thousands of dollars. A good strategy will minimize the total taxes paid over the course of your retirement, which will increase your wealth and the longevity of your portfolio.  In this video, we break down two very different strategies: traditional and proportional. The traditional approach has Learn More

Which Withdrawal Strategy Is Right For Your Retirement?

2022 was a brutal year for investors. 2023 is sure to be challenging, but there are some action steps you can take now, to set yourself up for success no matter how the market behaves. In this video, we walk through these 5 Resolutions:  1. Rebalance  2. Pay Down Debt, Lower Expenses  3. Keep Saving for Learn More

Proactive Planning – 2023
Secure Act 2.0. Later RMDs. RMD penalties, QCD's.

Congress recently passed SECURE Act 2.0, which will bring several changes to retirement account rules. In this video we break down the big takeaways, including:*RMD Age Increase*RMD Penalties*QCD Changes*529 PlansKeep in mind, when you delay those Required Minimum Distributions, it will lead to larger account balances at death, which could create a significant tax burden Learn More

Secure Act 2.0: Later RMDs, 529-to-Roth Rollovers, and Other Tax Planning Opportunities


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Irvine, CA. 92606

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.

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