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Ted Erhart, CFP® @[email protected]

12K subscribers - no pronouns :c

Professionally I'm a financial planner in the Minneapolis su


13:36
TOP tax reduction strategy in retirement - QCDs
12:54
Using cost basis to maximize tax free retirement cash flow
10:44
Retiring on $120k+ of TAX FREE capital gains
13:36
Top year-end tax planning tool - DONOR ADVISED FUNDS
09:10
How to calculate tax withholding in retirement
05:21
Do I have to pay off my house before I retire?
04:14
New "SUPER" 401k & 403b maximum for people 60-63
11:40
Overlooked tax free retirement income
04:09
Will lower income hurt my Social Security?
13:21
NEW - HOW SOCIAL SECURITY IS TAXED with examples
04:34
Eliminate this HASSLE from your estate
10:45
How capital gains affect taxes on Social Security
10:36
3 Risks for Unmarried Couples in Retirement
11:22
Retirement strategy for Graco employees - NET UNREALIZED APPRECIATION
07:09
Shift INHERITED IRA to your 401k - TAX FREE!!!
08:01
NET INVESTMENT INCOME TAX explained with examples
12:43
NEW! - Can Capital Gains Push Me Into a Higher Tax Bracket?
04:08
How big is a ROTH IRA if max funded for 30 years?
07:19
3 SIGNALS SEND RECESSION WARNING
06:14
2023 - How to redeem I Bonds step by step
06:44
TIPS look better than I Bonds!
06:42
Rising interest rates may put a wall in front of stocks
09:06
3 EASY ways to earn 5% on cash in 2023
04:34
Getting Around T Bill minimums on Fidelity
07:54
REDUCE taxes on BIG withdrawal from INHERITED IRA
02:25
How to report a qualified charitable distribution on tax return
07:21
Minimizing taxes on inherited IRA
03:49
Falling diesel prices send recession warning
04:39
I bond yield expected to plummet
04:13
Mortgage rates - Worst in 20+ years?
07:43
Interest rates fall! Last chance for 5% CDs?
06:03
FDIC shuts down SVB. Classic RUN ON THE BANK!
05:08
Warren Buffett gets the last laugh...AGAIN!
10:05
2023 - How to buy treasury bills on Fidelity
06:36
High yield savings accounts 2023
05:33
Supercharge your pension by deferring
04:19
New special RMD election for surviving spouses
07:08
Why we WON'T see a wave of home foreclosures
08:36
Transfer 529 money to Roth IRA - NEW OPPORTUNITY!
03:20
Congress changes IRA & 401k required min distribution rules
07:36
Using CD or Treasury ladder to maximize Social Security
05:09
Treasurys have advantage over CDs in high tax states
06:35
Market signals T Bill & CD rates are going to fall
05:44
CD strategy to protect against rising AND falling rates
06:46
Can I lose money on brokered CDs or T bills?
05:56
Rising interest rates = falling lump sum pension benefits
03:49
Easily increase FDIC coverage in one account - brokered CDs
05:59
How to purchase brokered CDs with Fidelity - Step by Step
05:54
Lump sum or pension? Check this free resource first.
06:32
Brokered CDs usually offer the highest rates. Here's what to know.
04:46
Lumber falls back to Pre COVID levels
05:11
Are mortgage rates expected to go down?
07:05
Stocks are down big! Time for TAX LOSS HARVESTING
08:33
Why rising interest rates are bad for stocks - revisited
03:08
Deferring Social Security could be a 16%+ "return" in 2022!
06:12
Retirees - Expect 5 bear markets in retirement!
09:16
Medicare (IRMAA) tax trap - What it is and how to avoid.
02:36
Big COLA for Social Security coming in 2023!
04:50
Opportunity for cash - Huge move in short-term interest rates!
04:54
How to avoid 10% penalty on inherited IRA (spouses under 59.5)