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Optimize Your Retirement
Optimize Your Retirement episodes
- What is a CRUT?
In this episode, Daniel and Raz explain Charitable Remainder Unitrusts (CRUT) and who might benefit from them.
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
Book a Meeting with Daniel and Raz
15 min - The Ins-and-Outs of Social Security
In this installment of Optimize Your Retirement, Daniel and Raz discuss the different options for when to begin claiming your benefits – and how to make a social security plan to navigate the current instability of the government program.
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
Book a Meeting with Daniel and Raz
15 min - All About Roth IRAs and Roth Conversions
On the series premiere of Optimize Your Retirement, Daniel and Raz clear up the confusion surrounding one of the only tax-free investments for your retirement.
Find out how our unique planning strategies can help you and your family.
For More Information: Higher Ground Financial Group
Contact us Today at 1-888-263-4434 (888-263-HGFG)
Book a Meeting with Daniel and Raz
15 min
About Optimize Your Retirement
From the publisher's feed
Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi.
The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes.
Daniel and Imran are the founders of Higher Ground Financial Group. HGFG aims to provide clients with only the highest quality information, services, and products to help them reach their financial goals.
Schedule your FREE video call with Daniel & Raz at RiskFeesTaxes.com
Contact Us at 888-263-4434 (888-263-HGFG)
For More Information: Visit HGFinancialGroup.com