Wealth Strategies USA

Short videos from The Pivot Series

Plain-English retirement, tax and protection strategies from the books by Suba Narla.

The Wealth Pivot

0:57Which wealth tier are you in? 0:46Six wealth tiers. One playbook. 0:45Common pitfalls at every wealth tier 0:55The 3-bucket retirement plan 0:45Defusing the RMD landmine 0:51The Medicare premium trap (IRMAA) 0:45Trusts that build wealth, too

The Tax-Free Pivot

0:43Four windows for Roth conversions 1:01Buy out your silent partner 0:4713 mistakes that sink a Roth conversion

The Protected Pivot

0:50How a fixed indexed annuity really works 0:57Five quiet threats to your nest egg 0:45Annuity mistakes and red flags 0:44Your 401(k) rollover options 0:53The benefits of guaranteed income 0:44Guaranteed income: pitfalls and fixes

The Private Bank Pivot

0:44Marcus, 35: opening his own bank 1:01Be your own banker 0:48IUL pitfalls to design around 0:44College funding that helps parents, too

The Living Benefits Pivot

0:43Not just “when I die.” What if I live? 0:45The fine print: pitfalls to avoid

The Worry-Free Retirement Pivot

0:45A plan for every decade 0:44The pitfalls: read this part twice 0:43The Rule of 72 0:45Judgment-proof yourself and your family

Videos that connect the Pivot books

1:13The Pivot Book Set 0:487 retirement risks. One plan. 0:44Build your tax-free bucket 0:43Protect it. Grow it. Convert it.

Educational only. Not tax, legal or investment advice. Consult your own tax, legal and financial professionals. Fixed indexed annuities and indexed universal life are insurance products, not stock market investments. Guarantees depend on the claims-paying ability of the issuing insurer. Surrender charges may apply. Illustrations are hypothetical; results vary and are not guaranteed.