CTW 112: Bernard Reisz - Planning for your Wealth


Manage episode 237053992 series 2097582
By Juan Vargas and Juan Vargas / Multifamily Real Estate Investing / Apartment Investing / Rea. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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

152 episodes