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 episode of Retire Vivid, Cameron McCarty and Tommy Breitbach explore 6 important steps to consider before retiring.
Cam and Tommy answer some of the most common questions about RMDs. They also discuss whether it's possible to convert an Vivid Tax & Wealth Advisors – Financial Planner in Des Moines, IA Health Insurance Options for Early Retirees | Retire Vivid Clip
Watch Cameron McCarty and Tommy Breitbach explore key considerations for making informed Social Security decisions- timing, What Happens After Your Spouse Dies? | Retire Vivid Check out this clip from Investing In Retirement! Cameron McCarty and Tommy Breitbach talk about an individual's ability and
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In this episode of Retire Vivid, Cameron McCarty is joined with health insurance consultant Steve Burgett to walk through the With the election just under wraps, many are wondering what it could mean for their bottom line. Could we see more market In this episode of Retire Vivid, we break down both of the Roth IRA 5-Year Rules—one for contributions and one for
Misconceptions About Roth IRAs | Retire Vivid Clips Roth 401(k), Pro-Rata Rule, Backdoor Roth IRA's – ALL EXPLAINED | Retire Vivid Clip
Uncertainty is a constant in the market-shaped by crisis, disruption, and the unexpected. But resilience isn't built on avoiding Your retirement plan and your tax plan shouldn't live in separate worlds – they should work together. In this episode, Cameron
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Planning for retirement as a federal employee comes with unique considerations. In this exclusive episode of Retire Vivid, we take On this episode, Medicare consultant Steve Burgett joins us in the studio to discuss common Medicare pitfalls. Topics include Retire Vivid - YouTube
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. Cameron McCarty and Tommy Breitbach explain how retirement accounts such as 1099-Now and Social Security are taxed as Medicare Pitfalls You Should Know About | Retire Vivid Clip
Think you know taxes? Let's find out. In this episode of Retire Vivid, Cameron McCarty and Tommy Breitbach put your knowledge Which is BEST Retirement Account for you? | Retire Vivid
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 Common IRA Mistakes | Retire Vivid
Losing a spouse is an emotional and challenging time and navigating the financial and legal steps can feel overwhelming. Market swings are inevitable - how you respond is what matters. In this episode of Retire Vivid, Cameron McCarty and Tommy
Social Security Planning | Retire Vivid Roth IRAs can offer valuable tax advantages, but rules can often be overlooked which can lead to unexpected consequences.
Watch Cameron McCarty and Tommy Breitbach as they dissect 10 Common Investing Mistakes. Avoiding these common mistakes Vivid Team | Wealth Enhancement
Watch Cameron McCarty and Tommy Breitbach show how much hypothetical individuals may owe in Required Minimum Watch as we dive into common IRA mistakes, particularly when it comes to Required Minimum Distributions (RMDs) and how Get ready to go down the rabbit hole of retirement planning in this episode of Retire Vivid! Watch Cameron McCarty and Tommy
Cam and Tommy explore the debate between timing the market and time in the market. We walk through an example with five Services – Vivid Tax & Wealth Advisors Tax Day 2025 | KCCI 8 | Media Highlight
In this episode, Cam and Tommy explain the conversion-level 5-year rule for Roth IRAs. They break down how the rule applies at 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.
Cameron McCarty - President at Vivid Tax & Wealth Advisors In this clip, Cameron McCarty and Steve Burgett explore a few situations that can create unexpected complications when When planning for retirement it often starts with a single choice – where to save. In this episode of Retire Vivid, Cameron McCarty
Tax & RMD Tips You Should Know | Retire Vivid Clips Retire Vivid | Official Trailer 1 Retiring before Medicare kicks in? Many Americans step away from work before turning 65, leaving a critical healthcare gap.
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Managing Investment Mistakes During Retirement | Retire Vivid Surviving Market Volatility in Retirement | Retire Vivid
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Getting Started with Medicare | Retire Vivid Clip In this episode of Retire Vivid, Cameron McCarty and Tommy Breitbach reveal their "4 Elements of Financial Control" – the
Retire Your 401(k) | Retire Vivid 6 Things to Do Before You Retire | Retire Vivid 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
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About Us – Vivid Tax & Wealth Advisors 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-
In this clip, we explore three powerful — but often confusing — retirement planning tools: the Roth 401(k), the Pro-Rata Rule, and Cameron stopped by WHO 13 to discuss two of the most important financial goals families face: saving for retirement and saving
Getting Tax-Smart #taxplanning #retirementsavings #retirevivid Market losses and gains don't impact your portfolio equally, and navigating this imbalance can be important for long-term success.
How to Save for College and Retirement | WHO 13 | Media Highlight Retirement is a turning point—an unfamiliar yet deeply meaningful transition. For years, work has provided identity, purpose, and How should you invest once you've retired? In this episode of Retire Vivid, Cameron McCarty and Tommy Breitbach break down
Redefining expectations with your taxes. Tax Planning. Income tax planning can play a pivotal role in the long-term results of your retirement plan. Building a Tax-Efficient Retirement | Retire Vivid Managing RMDs with QCD | Retire Vivid Clip
Medicare Basics in 2025 | Retire Vivid Catch Cameron live on KCCI 8 News as they break down everything you need to know about Tax Day 2025 — from important
How Does the Roth IRA 5-Year Rule Actually Work? | Retire Vivid Clip What does investing in retirement look like? | Retire Vivid Clips |
How Does the Roth IRA 5-Year Rule Work for Conversions? | Retire Vivid Clip How to Invest in Retirement | Retire Vivid As a financial planning and tax advisory firm in West Des Moines, IA, our primary focus is to understand your current situation and future goals, review each
Lower Your RMDs with Smart Tax Planning | Retire Vivid Clip How your retirement accounts are taxed as income | Retire Vivid Clips | Watch Cam and Steve highlight two easy-to-miss Medicare Pitfalls: enrolling in a plan that doesn't include your doctor and
Administrative Assistance · Office Administrator. $20.39 per hour. 4 salaries reported · Administrative Assistant. $20.30 per hour. 3 salaries reported. Vivid Tax & Wealth Advisors Careers and Employment | Indeed.com How to Protect Your Investment Portfolio | Retire Vivid Clips
6 Things You Need to Do Before You Retire | Iowa Live | Media Highlight Follow Cameron McCarty and Steve Burgett as they walk through the early steps of enrolling in Medicare. They discuss how to
Before you step into retirement, make sure you're truly ready. In this segment, Cameron McCarty and Tommy Breitbach from Vivid Smart Summer Spending | WHO 13 | Media Highlight Beware of These Medicare Pitfalls | Retire Vivid
As founder and president of Vivid Tax & Wealth Advisors, Cameron focuses on helping his clients implement tax-saving strategies to help preserve their Medicare Basics | Retire Vivid Contact – Vivid Tax & Wealth Advisors
Retiring early sounds great—until you consider the penalties for withdrawing from your retirement accounts too soon. In this clip Watch Cameron McCarty and Tommy Breitbach break down the topic of Managing Investment Mistakes – a challenge many tax advisors, minimizing communication delays and optimizing your financial planning. We also maintain strong relationships with estate attorneys, so if
Early Retirement? Understanding the Rule of 55 | Retire Vivid Clip IRAs are one of the largest assets for many retirees but managing them properly requires careful attention. In this clip, Cameron
How Tax Savvy Are You? | Retire Vivid Introducing IRAs | Retire Vivid Clip Thinking about early retirement? In this clip from Retire Vivid, we break down the Rule of 55 and explore five key factors to