Channel - Ted Erhart, CFP®

TOP tax reduction strategy in retirement - QCDs

Ted Erhart, CFP®
1.2K views • 4 months ago

Using cost basis to maximize tax free retirement cash flow

Ted Erhart, CFP®
2.1K views • 4 months ago

Retiring on $120k+ of TAX FREE capital gains

Ted Erhart, CFP®
3.2K views • 5 months ago

Top year-end tax planning tool - DONOR ADVISED FUNDS

Ted Erhart, CFP®
1.1K views • 6 months ago

How to calculate tax withholding in retirement

Ted Erhart, CFP®
19K views • 6 months ago

Do I have to pay off my house before I retire?

Ted Erhart, CFP®
1.6K views • 7 months ago

New "SUPER" 401k & 403b maximum for people 60-63

Ted Erhart, CFP®
1K views • 7 months ago

Overlooked tax free retirement income

Ted Erhart, CFP®
23K views • 7 months ago

Will lower income hurt my Social Security?

Ted Erhart, CFP®
980 views • 8 months ago

NEW - HOW SOCIAL SECURITY IS TAXED with examples

Ted Erhart, CFP®
256K views • 8 months ago

Eliminate this HASSLE from your estate

Ted Erhart, CFP®
1.1K views • 9 months ago

How capital gains affect taxes on Social Security

Ted Erhart, CFP®
19K views • 9 months ago

3 Risks for Unmarried Couples in Retirement

Ted Erhart, CFP®
1.7K views • 1 year ago

Retirement strategy for Graco employees - NET UNREALIZED APPRECIATION

Ted Erhart, CFP®
323 views • 1 year ago

Shift INHERITED IRA to your 401k - TAX FREE!!!

Ted Erhart, CFP®
2.4K views • 1 year ago

NET INVESTMENT INCOME TAX explained with examples

Ted Erhart, CFP®
34K views • 1 year ago

NEW! - Can Capital Gains Push Me Into a Higher Tax Bracket?

Ted Erhart, CFP®
219K views • 1 year ago

How big is a ROTH IRA if max funded for 30 years?

Ted Erhart, CFP®
9.1K views • 1 year ago

3 SIGNALS SEND RECESSION WARNING

Ted Erhart, CFP®
742 views • 1 year ago

2023 - How to redeem I Bonds step by step

Ted Erhart, CFP®
2.4K views • 1 year ago

TIPS look better than I Bonds!

Ted Erhart, CFP®
1.3K views • 1 year ago

Rising interest rates may put a wall in front of stocks

Ted Erhart, CFP®
238 views • 1 year ago

3 EASY ways to earn 5% on cash in 2023

Ted Erhart, CFP®
815 views • 1 year ago

Getting Around T Bill minimums on Fidelity

Ted Erhart, CFP®
1.6K views • 1 year ago

REDUCE taxes on BIG withdrawal from INHERITED IRA

Ted Erhart, CFP®
8.8K views • 1 year ago

How to report a qualified charitable distribution on tax return

Ted Erhart, CFP®
3.6K views • 2 years ago

Minimizing taxes on inherited IRA

Ted Erhart, CFP®
17K views • 2 years ago

Falling diesel prices send recession warning

Ted Erhart, CFP®
210 views • 2 years ago

I bond yield expected to plummet

Ted Erhart, CFP®
344 views • 2 years ago

Mortgage rates - Worst in 20+ years?

Ted Erhart, CFP®
252 views • 2 years ago

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