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Don’t miss our weekly radio show as we broadcast LIVE discussing pressing issues regarding retirement such as Social Security, Risk Management, Forward Tax Planning and Legacy Planning. Your hosts, David Bezar, Karen Bezar and Bret Elam, explain common issues, concerns and scenarios seen as seniors enter their retirement years.
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Thrive on 6ABC
As featured on 6ABC weekend extra
Are you paying more on taxes during your retirement than you realize? Join 6ABC host Ginna Gannon as she speaks with Thrive's very own David Bezar about the defensive steps you can take today to save in your retirement..
Together, Gina and David discuss strategies you may be able to take advantage of to potentially save hundreds of thousands of dollars on taxes during your retirement.
Want to learn more about these Tax Planning Strategies? Click the link below to schedule your FREE Retirement Account Analysis.
THRIVE CONTENT LIBRARY
Are You Paying Too Much in Taxes in Retirement?
Taxes - a necessary evil in our American lives. They pay for the roads, safety, and a host of other community-related services.
Taxes are going to follow you into retirement. Those retirement accounts you've started drawing from, Social Security Benefits you're receiving and other income from accounts designed to support your lifestyle in retirement may be taxable.
Read our latest ebook to see if YOU could be paying more taxes than necessary.
2020 CONTRIBUTION
LIMIT CHANGES AND
THE SECURE ACT
What does the SECURE Act mean for you? Download our latest free report where we discuss how the SECURE Act could potentially impact your retirement plan, and also how to plan for the changes now!
Roadmap to Retirement: Navigating your way to peace of mind
Click here to download a preview of our #1 Amazon Best Seller.
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Thrive Times – June 2020
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NOVEMBER 2019 – PDF Version
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OCTOBER 2019
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SEPTEMBER 2019
PRESS RELEASES
BLOGS
6 Often-Overlooked Expenses in Retirement
Thrive Financial Services Speaker 2: Saving for retirement is a great start, but it’s what you do with this money that really matters. What’s your strategy to reduce taxes, generate income in retirement, reduce your risk and get even more from Social Security? This is where you can count on straightforward and objective…
How Much Can You Contribute to a Traditional IRA?
Due to the coronavirus pandemic, the due date for making contributions to an IRA for the 2019 tax year has been pushed back from April 15 to July 15, 2020 Good news for retirement savers: The maximum amount that can be contributed to a traditional IRA increased by $500 for 2019. It’s the first increase…
Markets Up Again This Week
MARKETS MOSTLY UP THIS WEEK AS NASDAQ LEAPS TO ANOTHER RECORD HIGH Weekly Market Update — July 14, 2020 The large–cap U.S. stock markets turned in solid performance on the week, with the S&P 500 advancing 1.8% and the DJIA moving up 1.0% The smaller–cap Russell 2000 Index dropped 0.6% on the week in stark…