CTW 112: Bernard Reisz - Planning for your Wealth
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:
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Thinking beyond financial advisors to identify what you need
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Understanding IRAs and QRPs
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Planning for retirement
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Tax deferred versus tax free
- Understanding capital gains and roth IRA
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Using QRP to avoid UDFI tax
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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