Top year-end tax planning tool - DONOR ADVISED FUNDS
Ted Erhart, CFP®
Top year-end tax planning tool - DONOR ADVISED FUNDS
13:36
How to calculate tax withholding in retirement
Ted Erhart, CFP®
How to calculate tax withholding in retirement
9:10
Do I have to pay off my house before I retire?
Ted Erhart, CFP®
Do I have to pay off my house before I retire?
5:21
New "SUPER" 401k & 403b maximum for people 60-63
Ted Erhart, CFP®
New "SUPER" 401k & 403b maximum for people 60-63
4:14
Overlooked tax free retirement income
Ted Erhart, CFP®
Overlooked tax free retirement income
11:40
Will lower income hurt my Social Security?
Ted Erhart, CFP®
Will lower income hurt my Social Security?
4:09
NEW - HOW SOCIAL SECURITY IS TAXED with examples
Ted Erhart, CFP®
NEW - HOW SOCIAL SECURITY IS TAXED with examples
13:21
Eliminate this HASSLE from your estate
Ted Erhart, CFP®
Eliminate this HASSLE from your estate
4:34
How capital gains affect taxes on Social Security
Ted Erhart, CFP®
How capital gains affect taxes on Social Security
10:45
3 Risks for Unmarried Couples in Retirement
Ted Erhart, CFP®
3 Risks for Unmarried Couples in Retirement
10:36
Retirement strategy for Graco employees - NET UNREALIZED APPRECIATION
Ted Erhart, CFP®
Retirement strategy for Graco employees - NET UNREALIZED APPRECIATION
11:22
Shift INHERITED IRA to your 401k - TAX FREE!!!
Ted Erhart, CFP®
Shift INHERITED IRA to your 401k - TAX FREE!!!
7:09
NET INVESTMENT INCOME TAX explained with examples
Ted Erhart, CFP®
NET INVESTMENT INCOME TAX explained with examples
8:01
NEW! - Can Capital Gains Push Me Into a Higher Tax Bracket?
Ted Erhart, CFP®
NEW! - Can Capital Gains Push Me Into a Higher Tax Bracket?
12:43
How big is a ROTH IRA if max funded for 30 years?
Ted Erhart, CFP®
How big is a ROTH IRA if max funded for 30 years?
4:08
3 SIGNALS SEND RECESSION WARNING
Ted Erhart, CFP®
3 SIGNALS SEND RECESSION WARNING
7:19
2023 - How to redeem I Bonds step by step
Ted Erhart, CFP®
2023 - How to redeem I Bonds step by step
6:14
TIPS look better than I Bonds!
Ted Erhart, CFP®
TIPS look better than I Bonds!
6:44
Rising interest rates may put a wall in front of stocks
Ted Erhart, CFP®
Rising interest rates may put a wall in front of stocks
6:41
3 EASY ways to earn 5% on cash in 2023
Ted Erhart, CFP®
3 EASY ways to earn 5% on cash in 2023
9:06
Getting Around T Bill minimums on Fidelity
Ted Erhart, CFP®
Getting Around T Bill minimums on Fidelity
4:34
REDUCE taxes on BIG withdrawal from INHERITED IRA
Ted Erhart, CFP®
REDUCE taxes on BIG withdrawal from INHERITED IRA
7:54
How to report a qualified charitable distribution on tax return
Ted Erhart, CFP®
How to report a qualified charitable distribution on tax return
2:25
Minimizing taxes on inherited IRA
Ted Erhart, CFP®
Minimizing taxes on inherited IRA
7:21
Falling diesel prices send recession warning
Ted Erhart, CFP®
Falling diesel prices send recession warning
3:49
I bond yield expected to plummet
Ted Erhart, CFP®
I bond yield expected to plummet
4:39
Mortgage rates - Worst in 20+ years?
Ted Erhart, CFP®
Mortgage rates - Worst in 20+ years?
4:13
Interest rates fall! Last chance for 5% CDs?
Ted Erhart, CFP®
Interest rates fall! Last chance for 5% CDs?
7:43
FDIC shuts down SVB. Classic RUN ON THE BANK!
Ted Erhart, CFP®
FDIC shuts down SVB. Classic RUN ON THE BANK!
6:03
Warren Buffett gets the last laugh...AGAIN!
Ted Erhart, CFP®
Warren Buffett gets the last laugh...AGAIN!
5:08
2023 - How to buy treasury bills on Fidelity
Ted Erhart, CFP®
2023 - How to buy treasury bills on Fidelity
10:05
High yield savings accounts 2023
Ted Erhart, CFP®
High yield savings accounts 2023
6:36
Supercharge your pension by deferring
Ted Erhart, CFP®
Supercharge your pension by deferring
5:33
New special RMD election for surviving spouses
Ted Erhart, CFP®
New special RMD election for surviving spouses
4:19
Why we WON'T see a wave of home foreclosures
Ted Erhart, CFP®
Why we WON'T see a wave of home foreclosures
7:08
Transfer 529 money to Roth IRA - NEW OPPORTUNITY!
Ted Erhart, CFP®
Transfer 529 money to Roth IRA - NEW OPPORTUNITY!
8:36
Congress changes IRA & 401k required min distribution rules
Ted Erhart, CFP®
Congress changes IRA & 401k required min distribution rules
3:20
Using CD or Treasury ladder to maximize Social Security
Ted Erhart, CFP®
Using CD or Treasury ladder to maximize Social Security
7:36
Treasurys have advantage over CDs in high tax states
Ted Erhart, CFP®
Treasurys have advantage over CDs in high tax states
5:09
Market signals T Bill & CD rates are going to fall
Ted Erhart, CFP®
Market signals T Bill & CD rates are going to fall
6:35
CD strategy to protect against rising AND falling rates
Ted Erhart, CFP®
CD strategy to protect against rising AND falling rates
5:44
Can I lose money on brokered CDs or T bills?
Ted Erhart, CFP®
Can I lose money on brokered CDs or T bills?
6:46
Rising interest rates = falling lump sum pension benefits
Ted Erhart, CFP®
Rising interest rates = falling lump sum pension benefits
5:56
Easily increase FDIC coverage in one account - brokered CDs
Ted Erhart, CFP®
Easily increase FDIC coverage in one account - brokered CDs
3:49
How to purchase brokered CDs with Fidelity - Step by Step
Ted Erhart, CFP®
How to purchase brokered CDs with Fidelity - Step by Step
5:59
Lump sum or pension? Check this free resource first.
Ted Erhart, CFP®
Lump sum or pension? Check this free resource first.
5:54
Brokered CDs usually offer the highest rates. Here's what to know.
Ted Erhart, CFP®
Brokered CDs usually offer the highest rates. Here's what to know.
6:32
Lumber falls back to Pre COVID levels
Ted Erhart, CFP®
Lumber falls back to Pre COVID levels
4:46
Are mortgage rates expected to go down?
Ted Erhart, CFP®
Are mortgage rates expected to go down?
5:11
Stocks are down big! Time for TAX LOSS HARVESTING
Ted Erhart, CFP®
Stocks are down big! Time for TAX LOSS HARVESTING
7:05
Why rising interest rates are bad for stocks - revisited
Ted Erhart, CFP®
Why rising interest rates are bad for stocks - revisited
8:33
Deferring Social Security could be a 16%+ "return" in 2022!
Ted Erhart, CFP®
Deferring Social Security could be a 16%+ "return" in 2022!
3:08
Retirees - Expect 5 bear markets in retirement!
Ted Erhart, CFP®
Retirees - Expect 5 bear markets in retirement!
6:12
Medicare (IRMAA) tax trap - What it is and how to avoid.
Ted Erhart, CFP®
Medicare (IRMAA) tax trap - What it is and how to avoid.
9:16
Big COLA for Social Security coming in 2023!
Ted Erhart, CFP®
Big COLA for Social Security coming in 2023!
2:36
Opportunity for cash - Huge move in short-term interest rates!
Ted Erhart, CFP®
Opportunity for cash - Huge move in short-term interest rates!
4:50
How to avoid 10% penalty on inherited IRA (spouses under 59.5)
Ted Erhart, CFP®
How to avoid 10% penalty on inherited IRA (spouses under 59.5)
4:54
Avoid this NASTY surprise by reviewing you homeowners policy!
Ted Erhart, CFP®
Avoid this NASTY surprise by reviewing you homeowners policy!
2:33
Wow...Minnesota has the hottest job market in the United States!
Ted Erhart, CFP®
Wow...Minnesota has the hottest job market in the United States!
3:08
2022 Average retirement SAVINGS by AGE, INCOME & INDUSTRY!
Ted Erhart, CFP®
2022 Average retirement SAVINGS by AGE, INCOME & INDUSTRY!
3:57
2022 potential tax trap - INHERITED RETIREMENT accounts
Ted Erhart, CFP®
2022 potential tax trap - INHERITED RETIREMENT accounts
4:36
How can economy be in recession with unemployment near 50 year lows?
Ted Erhart, CFP®
How can economy be in recession with unemployment near 50 year lows?
4:53
Will a low paying job in retirement hurt my Social Security calculation?
Ted Erhart, CFP®
Will a low paying job in retirement hurt my Social Security calculation?
2:15
Recession Straight Ahead???
Ted Erhart, CFP®
Recession Straight Ahead???
6:21
Guy at BBQ INSULTS financial advisors and gets me thinking
Ted Erhart, CFP®
Guy at BBQ INSULTS financial advisors and gets me thinking
5:03
This ANNUITY is awesome!
Ted Erhart, CFP®
This ANNUITY is awesome!
5:28
Tax opportunity for retirees in bear markets – “Discounted” Roth conversions
Ted Erhart, CFP®
Tax opportunity for retirees in bear markets – “Discounted” Roth conversions
5:10
My favorite retirement strategy for hedging against inflation.
Ted Erhart, CFP®
My favorite retirement strategy for hedging against inflation.
6:36
More stats suggesting housing prices are unlikely to crash
Ted Erhart, CFP®
More stats suggesting housing prices are unlikely to crash
4:19
Stocks are down...can I retire in a bear market?
Ted Erhart, CFP®
Stocks are down...can I retire in a bear market?
8:32
5 years of excess performance erased
Ted Erhart, CFP®
5 years of excess performance erased
6:10
The lumber bubble has popped...AGAIN!
Ted Erhart, CFP®
The lumber bubble has popped...AGAIN!
3:53
3 reasons housing prices are unlikely to crash
Ted Erhart, CFP®
3 reasons housing prices are unlikely to crash
4:33
Most volatility since beginning of the pandemic - May 2022 market update
Ted Erhart, CFP®
Most volatility since beginning of the pandemic - May 2022 market update
4:04
Use excess cash savings to maximize your tax-free investment holdings
Ted Erhart, CFP®
Use excess cash savings to maximize your tax-free investment holdings
5:47
Protect against bear markets - a classic retirement income strategy
Ted Erhart, CFP®
Protect against bear markets - a classic retirement income strategy
5:43
The Federal Reserve balance sheet explained
Ted Erhart, CFP®
The Federal Reserve balance sheet explained
8:51
Looking for a return on cash? How about US savings bonds at 9.62%...no joke!
Ted Erhart, CFP®
Looking for a return on cash? How about US savings bonds at 9.62%...no joke!
1:59
How to not screw up an investment that goes up 500 fold
Ted Erhart, CFP®
How to not screw up an investment that goes up 500 fold
7:11
Biggest Social Security mistake I see higher earning spouses make
Ted Erhart, CFP®
Biggest Social Security mistake I see higher earning spouses make
7:08
A better way to figure out how much income you'll need in retirement
Ted Erhart, CFP®
A better way to figure out how much income you'll need in retirement
5:56
Watch out for this Social Security tax trap
Ted Erhart, CFP®
Watch out for this Social Security tax trap
7:49
Hank Williams Jr. explains the connection betweeen interest rates and stocks.
Ted Erhart, CFP®
Hank Williams Jr. explains the connection betweeen interest rates and stocks.
3:32
Are oil prices higher when a democrat or republican is in the White House?
Ted Erhart, CFP®
Are oil prices higher when a democrat or republican is in the White House?
8:53
US Treasury yields rise and send recession warning
Ted Erhart, CFP®
US Treasury yields rise and send recession warning
4:37
How are Social Security benefits taxed?
Ted Erhart, CFP®
How are Social Security benefits taxed?
6:34
Looking for a return on cash? US Treasurys are starting to look interesting.
Ted Erhart, CFP®
Looking for a return on cash? US Treasurys are starting to look interesting.
3:27
Back from DC...what I genuinely enjoy about being a financial advisor
Ted Erhart, CFP®
Back from DC...what I genuinely enjoy about being a financial advisor
2:34
Live from the Federal Reserve - My prediction on interest rates
Ted Erhart, CFP®
Live from the Federal Reserve - My prediction on interest rates
1:37
The Russian economy is imploding
Ted Erhart, CFP®
The Russian economy is imploding
7:12
Last chance to capture a very low mortgage rate? March 2022 update.
Ted Erhart, CFP®
Last chance to capture a very low mortgage rate? March 2022 update.
2:31
Why did Russia Raise Interest Rates to 20 percent? A basic explanation of the effects of sanctions.
Ted Erhart, CFP®
Why did Russia Raise Interest Rates to 20 percent? A basic explanation of the effects of sanctions.
6:14
Working past age 65? Watch out for the HSA Medicare trap.
Ted Erhart, CFP®
Working past age 65? Watch out for the HSA Medicare trap.
3:52
WSJ: March 2020 - How the Fed Averted Economic Disaster
Ted Erhart, CFP®
WSJ: March 2020 - How the Fed Averted Economic Disaster
2:38
Social Security survivor benefits and the Government Pension Offset
Ted Erhart, CFP®
Social Security survivor benefits and the Government Pension Offset
8:21
Working while collecting Social Security - Earnings test & income limits
Ted Erhart, CFP®
Working while collecting Social Security - Earnings test & income limits
8:08
Drawing Social Security before full retirement age - PART 1: The basics
Ted Erhart, CFP®
Drawing Social Security before full retirement age - PART 1: The basics
7:04
Why do rising interest rates hurt stocks PART 2 - mechanics of discount rates
Ted Erhart, CFP®
Why do rising interest rates hurt stocks PART 2 - mechanics of discount rates
9:01
Why do rising interest rates hurt stocks - Part 1: The Risk Free Rate of Return
Ted Erhart, CFP®
Why do rising interest rates hurt stocks - Part 1: The Risk Free Rate of Return
6:38
Tax planning with aging parents to minimize taxes for beneficiaries of retirement accounts
Ted Erhart, CFP®
Tax planning with aging parents to minimize taxes for beneficiaries of retirement accounts
4:53