Канал: Dan Lohmar

UWM Update 2024 - Podcast w/ Alan Bewley

UWM Update 2024 - Podcast w/ Alan Bewley

PRAP Enhancement Profit Sharing 2024

PRAP Enhancement Profit Sharing 2024

PRAP Contributions in 2024

PRAP Contributions in 2024

PRAP "Enhancements" Explanation

PRAP "Enhancements" Explanation

RHA Spillover in 2023 for United Pilots

RHA Spillover in 2023 for United Pilots

PRAP Contributions 2023

PRAP Contributions 2023

Retirement Portfolio - Which is the best for YOU?

Retirement Portfolio - Which is the best for YOU?

The 4% Rule - What is it?

The 4% Rule - What is it?

Sequence of Returns Risk

Sequence of Returns Risk

Retirement Income Planning 101

Retirement Income Planning 101

Retired in a Bear Market? Now What?

Retired in a Bear Market? Now What?

United Pilots PBGC Gouge

United Pilots PBGC Gouge

United Pilots PRAP. What is it?

United Pilots PRAP. What is it?

Why United Pilots may delay Social Security?

Why United Pilots may delay Social Security?

Medicare Basics

Medicare Basics

What Is The United Pilots Active HRA?

What Is The United Pilots Active HRA?

United Pilots and Medicare Surcharges - how to appeal them. SSA-44

United Pilots and Medicare Surcharges - how to appeal them. SSA-44

Retiree Health Account - The RHA - NOT ENOUGH?

Retiree Health Account - The RHA - NOT ENOUGH?

Retirement Medical Costs for United Pilots

Retirement Medical Costs for United Pilots

United Pilots Retiree Medical

United Pilots Retiree Medical

PRAP Post -Tax Contributions

PRAP Post -Tax Contributions

Roth Versus Pre tax / Traditional Accounts

Roth Versus Pre tax / Traditional Accounts

Welcome to your United Pilots PRAP / Benefits channel

Welcome to your United Pilots PRAP / Benefits channel

Roth IRA versus Roth 401(k). Which is better for you?

Roth IRA versus Roth 401(k). Which is better for you?

30 Political Unrest! Should you really be invested right now?

30 Political Unrest! Should you really be invested right now?

#29 FAAGM Hot Stocks 2020. Buy, Hold or Sell?

#29 FAAGM Hot Stocks 2020. Buy, Hold or Sell?

Politics and Your Money. Should you change your investments?

Politics and Your Money. Should you change your investments?

Reduced Pay Checklist

Reduced Pay Checklist

United Wealth Management Q4 2020 commentary

United Wealth Management Q4 2020 commentary

Bonds: Investing in a low interest rate environment

Bonds: Investing in a low interest rate environment

Spending Plan using three buckets

Spending Plan using three buckets

23 CARES Act

23 CARES Act

22 Q1 Commentary

22 Q1 Commentary

RIGHT financial advisor RIGHT now

RIGHT financial advisor RIGHT now

Investing During the Corona Virus Panic

Investing During the Corona Virus Panic

The SECURE Act and United Pilots PRAP.

The SECURE Act and United Pilots PRAP.

"DOUBLE" Your IRA Contributions with Spousal IRAs

"DOUBLE" Your IRA Contributions with Spousal IRAs

Back Door Roth IRAs and using the PRAP to avoid aggregation

Back Door Roth IRAs and using the PRAP to avoid aggregation

Setting Financial goals you will STICK TO

Setting Financial goals you will STICK TO

PRAP and RHA Graphical Calculator

PRAP and RHA Graphical Calculator

IN Plan Roth Rollovers

IN Plan Roth Rollovers

United Pilots Retiree Health Account (RHA)

United Pilots Retiree Health Account (RHA)

United PRAP 401(k) Rollover to IRA

United PRAP 401(k) Rollover to IRA

Lowering your Tax Bill with Qualfied Charitable Distributions (QCDs).

Lowering your Tax Bill with Qualfied Charitable Distributions (QCDs).

Roth Conversions in Retirement: Helping your PRAP last longer.

Roth Conversions in Retirement: Helping your PRAP last longer.

Tax Efficient Withdrawals

Tax Efficient Withdrawals

RMDs: Avoid this 50% Tax Penalty

RMDs: Avoid this 50% Tax Penalty

Taxation of Social Security and a few surprises

Taxation of Social Security and a few surprises

Tax Planning Overview - Five Key Issues

Tax Planning Overview - Five Key Issues

Working and taking Social Security

Working and taking Social Security

Four Stages of Retirement Tax planning

Four Stages of Retirement Tax planning

Welcome to my YouTube Channel

Welcome to my YouTube Channel

Medicare Costs and Surcharges

Medicare Costs and Surcharges

EZ-PZ expense tracking on UWM's Personal Financial Website.

EZ-PZ expense tracking on UWM's Personal Financial Website.

Webinar 5 years with DFA - 2/6/19

Webinar 5 years with DFA - 2/6/19

No one saw this coming in the Stock Market in Q1 2019

No one saw this coming in the Stock Market in Q1 2019

Expense Tracking

Expense Tracking

How Much is ENOUGH to Retire?

How Much is ENOUGH to Retire?

Race 88 Reno Air Races 2012

Race 88 Reno Air Races 2012

T-6 Race Team 88 "Radial Velocity" 2018

T-6 Race Team 88 "Radial Velocity" 2018

John Lohmar Race 88 Radial Velocity Reno Interview 2018

John Lohmar Race 88 Radial Velocity Reno Interview 2018