Welcome to Klaas Koffee Chats, the web series where we break down financial topics over a cup of coffee. Join the Klaas Financial team for quick, easy-to-digest conversations designed to help you feel more confident about your financial future.
Welcome to Koffee Chats - Intro to Series
Topics Include:
- A Look at Educational Funding
- Asset Allocation within your Portfolio
- Basic Estate Planning Concepts
- Concentration vs. Diversification
- High Yield Savings, CDs & Bonds
- How to Make a Backdoor Roth Contribution
- Income vs Capital Gains Taxation
- Long Term Care
- Maximizing the Impact of Charitable Giving
- Maximizing Your Employer Retirement Plan
- Medicare Concepts
- Monetary Needs for Retirement
- Net Unrealized Appreciation-NUA
- Pension Choices
- Risks for Early Retirement
- RMDs and QCDs
- Roth Conversions
- ROTH IRAs and ROTH 401ks
- Secure Act 2.0
- Setting up Retirement Savings Plans for Employers
- Social Security
- Socially Responsible and ESG Investing
- Steps toward Funeral Planning
- What is an IRA?
