Baacke Insurance & Financial Services Cheat Sheets

Have a 401(k) balance remaining in a former employer’s plan? Not sure what to do with it? You have a few options...

Three strategies to potentially recude capital gains taxes.

An estate plan is a collection of documents that protects your assets, your personal property, and even your healthcare wishes at the end of your life and after you pass away. It provides your loved ones and courts with instructions on how your property and affairs should be settled after your death.

Could a fixed indexed annuity be right for your retirement strategy? It’s possible, depending on your specific needs and goals.

Do you want to spend less? Save more? Live the same life on a smaller budget? Or maybe you want to shift savings from rainy day funds to retirement?

Approaching age 65? It’s an important milestone in your retirement journey. Age 65 is when you are first eligible to file for Medicare. If you’re not familiar with your Medicare options, you may feel overwhelmed because there’s a lot of information to review.

Medicare consists of four different parts, one of which is automatic and the other three are optional. Ask yourself these questions to get you thinking about Medicare.

Looking for tax-free retirement income? A Roth conversion strategy can be used to pay taxes now and avoid tax bills later when your income may be lower or taxes may be higher.

To help guide you through some of the ins and outs of Social Security, from earning limits, to what the maximum % of your full retirement age benefit an elgible family member can receive.

In these taxes cheat sheet you can easily see income tax rates for all different types of filers, standard deductions, capital gians and qualified divedend rates and more.