CTW 112: Bernard Reisz - Planning for your Wealth

Jun 28, 2019

Bernard is the founder of ReSure LLC and ReSure Financial Advisors where he assists his clients with their tax and financial needs. He’s a CPA and an expert in comprehensive retirement accounts and helps others with their self-directed retirement accounts.

Topics Covered:

• Thinking beyond financial advisors to identify what you need

• Understanding IRAs and QRPs

• Planning for retirement

• Tax deferred versus tax free

• Understanding capital gains and roth IRA

• Using QRP to avoid UDFI tax

• C corps versus LLCs

• How to best utilize a C corp (owned by a tax free entity)

Nuggets of Wealth

• What is a good tool, source, or platform you use daily? VCita
• What are the most common mistakes clients make? Taking a siloed approach
• What book do you recommend? Our website, The Drunkard’s Walk by Leondard Maldonoff
• Where can Commit to Wealth Nation go to contact you and find out more about your services?  401kcheckbook.com agentfinancial.com