Capitalize on Retirement copertina

Capitalize on Retirement

Capitalize on Retirement

Di: David Domenick Jr. & Brandon Domenick
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Tune in to Capitalize on Retirement, a podcast hosted by David and Brandon Domenick from Capital A Wealth Management, dedicated to helping you make the most out of your retirement. Join your hosts as they cover various retirement strategies, investment opportunities, and financial tactics that can assist you in achieving a secure and fulfilling retirement. Whether you're just starting to plan for retirement or are already enjoying the benefits of being retired, this podcast has something for everyone. Listen in to start building the retirement you've always dreamed of. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. CAWM, Capital A Insurance, LLC (CAI) and Capital A Tax Solutions, LLC (CATS) are affiliated under common ownership. Insurance services and products are offered through (CAI). Tax services are done under CATS only. MAS does not give any tax or legal advice. CAWM, KFS, CAI & CATS are not affiliated with MAS. A Roth Conversion is a taxable event. Past performance is no guarantee of future investment performance or success. The information and opinions contained herein provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Capital A Wealth Management. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Our firm is not affiliated with or endorsed by the US Government or any governmental agency.2025 Economia Finanza personale
Episodi
  • Inherited IRAs and the 10 Year Clock

    Inherited IRAs and the 10 Year Clock
    Oct 16 2026

    Inherited IRAs follow a different set of rules than they did before 2020, and the 10-year clock can surprise families. In this episode of Capitalize on Retirement, David and Brandon explain how the SECURE Act changed inherited IRAs, which beneficiaries may still qualify for a lifetime stretch, and how inherited Roth IRAs compare with traditional ones.

    They also discuss planning ideas that may help manage the tax impact for you and your beneficiaries, including Roth conversions, distribution timing, and qualified charitable distributions.

    The examples used in this episode are hypothetical and for illustrative purposes only. They do not represent actual client experiences or guarantee any specific outcome. This episode is for informational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement or investment strategy.
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    23 min
  • A Look at Tax Aware Strategies

    A Look at Tax Aware Strategies
    Oct 2 2026

    Most investors focus on their return, but the number that may matter most is what they actually keep after taxes. David and Brandon walk through three strategies for taxable accounts that may help with that: direct indexing, tax loss harvesting, and securities-backed lending.

    They explain how each one works, how all three can stack together, and why these strategies, once used primarily by ultra-wealthy families, are becoming more accessible to everyday investors through technology.

    The examples used in this episode are hypothetical and for illustrative purposes only. They do not represent actual client experiences or guarantee any specific outcome. This episode is for informational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement or investment strategy.
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    21 min
  • RMDs: Tax Considerations for Retirement

    RMDs: Tax Considerations for Retirement
    Sep 18 2026

    Required Minimum Distributions can be one of the most misunderstood topics in retirement planning. In this episode of Capitalize on Retirement, David and Brandon explain how RMDs work, why they exist, and what retirees may want to know before distributions begin.

    They also cover how the SECURE Act and SECURE Act 2.0 changed the rules around RMD age and inherited IRAs, and why the years between retirement and RMD age may be worth looking at from a planning perspective. The conversation includes Roth conversions, Qualified Charitable Distributions, and how tax planning and retirement planning may work together.

    This episode is for informational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement strategy.
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    21 min
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