Short, actionable videos to help you make smart decisions in retirement.
In this video from Platinum Bridge Wealth Strategies, Antwone Harris, MBA, CFP®, RICP®, provides a solution for individuals who want to have the benefits of a Roth IRA but exceed the income requirements.
In this video from Platinum Bridge Wealth Strategies, Antwone Harris, MBA, CFP®, RICP®, provides his thoughts about some RMD strategies that may help mitigate your taxes either now, in the future, or systematically over time.
In this video from Platinum Bridge Wealth Strategies, Antwone Harris, MBA, CFP®, RICP®, provides his thoughts about some strategies that may help you reduce or even eliminate your income taxes in retirement.
Learn how the recent policy implementations of the Securing a Strong Retirement Act or Secure 2.0 has affected the requirement distribution age for 2023.
In this video from Platinum Bridge Wealth Strategies, Antwone Harris, MBA, CFP®, RICP®, provides his thoughts about the 2022 stock market and what he anticipates will be the investment climate for 2023. Antwone provides insights on investment strategies that may help an investor during a bear market and recession.