Retirement is a turning point—an unfamiliar yet deeply meaningful transition. For years, work has provided identity, purpose, and Vivid Tax & Wealth Advisors – Financial Planner in Des Moines, IA In this episode of Retire Vivid, we break down both of the Roth IRA 5-Year Rules—one for contributions and one for
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Retire Vivid - YouTube How Does the Roth IRA 5-Year Rule Work for Conversions? | Retire Vivid Clip In this episode of Retire Vivid, Cameron McCarty and Tommy Breitbach reveal their "4 Elements of Financial Control" – the
As founder and president of Vivid Tax & Wealth Advisors, Cameron focuses on helping his clients implement tax-saving strategies to help preserve their Cameron McCarty - President at Vivid Tax & Wealth Advisors How to Save for College and Retirement | WHO 13 | Media Highlight
The official YouTube channel for Retire Vivid, a 28-minute retirement talk show hosted by Cameron McCarty and Tommy Breitbach of Vivid Tax & Wealth Advisors. Building a Tax-Efficient Retirement | Retire Vivid
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Surviving Market Volatility in Retirement | Retire Vivid Losing a spouse is an emotional and challenging time and navigating the financial and legal steps can feel overwhelming. Beware of These Medicare Pitfalls | Retire Vivid
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Which is BEST Retirement Account for you? | Retire Vivid On this episode, Medicare consultant Steve Burgett joins us in the studio to discuss common Medicare pitfalls. Topics include The loss of a spouse can bring emotional and financial challenges, making it important to have a clear plan. In this clip, Cam and
In this clip, we explore three powerful — but often confusing — retirement planning tools: the Roth 401(k), the Pro-Rata Rule, and Vivid Team | Wealth Enhancement
In this clip, we dive deeper into the account-level 5-year rule by walking through real-world examples. Whether you're under or Navigate the maze of Medicare with Vivid! Join Cameron McCarty and Health Insurance consultant Steve Burgett as they detail
We're so thankful for our amazing clients and employees who make what we do possible. We'll be closed today and tomorrow to give our team time to relax and Managing Investment Mistakes During Retirement | Retire Vivid Investment Adviser Firm Summary. VIVID WEALTH MANAGEMENT, LLC ( CRD # 322974/SEC#:801-126577 ). VIVID TAX & WEALTH ADVISORS, VIVID WEALTH MANAGEMENT, LLC. View
Follow Cameron McCarty and Steve Burgett as they walk through the early steps of enrolling in Medicare. They discuss how to Get your 401(k) in focus! As one of most retirees' largest assets, it's essential to carefully consider your 401(k) as retirement nears.
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Cameron McCarty and Tommy Breitbach explain how retirement accounts such as 1099-Now and Social Security are taxed as Get ready to go down the rabbit hole of retirement planning in this episode of Retire Vivid! Watch Cameron McCarty and Tommy Redefining expectations with your taxes. Tax Planning. Income tax planning can play a pivotal role in the long-term results of your retirement plan.
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Before you step into retirement, make sure you're truly ready. In this segment, Cameron McCarty and Tommy Breitbach from Vivid Roth IRAs can offer valuable tax advantages, but rules can often be overlooked which can lead to unexpected consequences.
Market swings are inevitable - how you respond is what matters. In this episode of Retire Vivid, Cameron McCarty and Tommy Watch Cameron McCarty and Tommy Breitbach as they dissect 10 Common Investing Mistakes. Avoiding these common mistakes Vivid Tax Profile
tax advisors, minimizing communication delays and optimizing your financial planning. We also maintain strong relationships with estate attorneys, so if Thinking about early retirement? In this clip from Retire Vivid, we break down the Rule of 55 and explore five key factors to
Watch Cam and Steve highlight two easy-to-miss Medicare Pitfalls: enrolling in a plan that doesn't include your doctor and In this brief segment on WHO 13 News, Cameron McCarty sits down with Jannay Towne to share practical tips for keeping your In this episode of Retire Vivid, Cameron McCarty and Tommy Breitbach explore some of the most frequently made IRA mistakes-
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Watch Cameron McCarty and Tommy Breitbach show how much hypothetical individuals may owe in Required Minimum In this episode of Retire Vivid, Cameron McCarty is joined with health insurance consultant Steve Burgett to walk through the
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Catch Cameron live on KCCI 8 News as they break down everything you need to know about Tax Day 2025 — from important The Roth IRA 5-Year Rule EXPLAINED | Retire Vivid
Roth 401(k), Pro-Rata Rule, Backdoor Roth IRA's – ALL EXPLAINED | Retire Vivid Clip What does investing in retirement look like? | Retire Vivid Clips | In this clip, Cameron McCarty and Steve Burgett explore a few situations that can create unexpected complications when
Cam and Tommy answer some of the most common questions about RMDs. They also discuss whether it's possible to convert an Getting Started with Medicare | Retire Vivid Clip Retiring early sounds great—until you consider the penalties for withdrawing from your retirement accounts too soon. In this clip
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Check out this clip from Investing In Retirement! Cameron McCarty and Tommy Breitbach talk about an individual's ability and Your retirement plan and your tax plan shouldn't live in separate worlds – they should work together. In this episode, Cameron
How Tax Savvy Are You? | Retire Vivid Cameron stopped by WHO 13 to discuss two of the most important financial goals families face: saving for retirement and saving
How to Invest in Retirement | Retire Vivid Market losses and gains don't impact your portfolio equally, and navigating this imbalance can be important for long-term success. How should you invest once you've retired? In this episode of Retire Vivid, Cameron McCarty and Tommy Breitbach break down
Are You Retirement Ready? | Retire Vivid How Does the Roth IRA 5-Year Rule Actually Work? | Retire Vivid Clip Watch Cameron McCarty and Tommy Breitbach break down the topic of Managing Investment Mistakes – a challenge many
When planning for retirement it often starts with a single choice – where to save. In this episode of Retire Vivid, Cameron McCarty Early Retirement? Understanding the Rule of 55 | Retire Vivid Clip Uncertainty is a constant in the market-shaped by crisis, disruption, and the unexpected. But resilience isn't built on avoiding
Cam and Tommy explore the debate between timing the market and time in the market. We walk through an example with five Retire Your 401(k) | Retire Vivid Contact – Vivid Tax & Wealth Advisors
Watch Cameron McCarty and Tommy Breitbach explore key considerations for making informed Social Security decisions- timing, Vivid Tax Advisory Seminar Retiring before Medicare kicks in? Many Americans step away from work before turning 65, leaving a critical healthcare gap.
In this episode, Cam and Tommy explain the conversion-level 5-year rule for Roth IRAs. They break down how the rule applies at Smart Summer Spending | WHO 13 | Media Highlight Introducing IRAs | Retire Vivid Clip
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Watch as we dive into common IRA mistakes, particularly when it comes to Required Minimum Distributions (RMDs) and how Administrative Assistance · Office Administrator. $20.39 per hour. 4 salaries reported · Administrative Assistant. $20.30 per hour. 3 salaries reported. VIVID WEALTH MANAGEMENT, LLC - Investment Adviser Firm
IRAs are one of the largest assets for many retirees but managing them properly requires careful attention. In this clip, Cameron Planning for retirement as a federal employee comes with unique considerations. In this exclusive episode of Retire Vivid, we take