John Halterman and the Beacon Wealth Mgmt Team
@BeaconWealthMgm
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DARE to Live More, Worry Less in Retirement! Securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC. RTs & Links ≠ endorsements
Bridgeport, West Virginia
Joined September 2014
🌄 Thanks to everyone who joined us for West Virginia Adventures! From hidden gems to weekend getaways, it was a night of stories, laughter & inspiration. If you missed it… here’s a peek at the fun you’ll want to catch next time 😉 #WVAdventures #LiveLifeUnscripted
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Thank you to everyone who joined us for our recent Wisdom 2 Wealth: Taxes and Legacy Planning Event. If you missed this one, don’t worry — another Wisdom 2 Wealth adventure is just around the corner. 🌄 https://t.co/WGDWMSNeel
#Wisdom2Wealth #LegacyPlanning #BigBeautifulBill
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Mahalo for Joining Us at our annual 4th of Ju-Luau!🇺🇸🌺 A heartfelt thank you to everyone who came out to celebrate with us! We had a fantastic evening full of laughter, great food, festive island vibes, and—most importantly—wonderful company. #4thofJuluau #Celebrate #Fireworks
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If you're younger and you have time on your side, consider a core and explore strategy for growth and risk. https://t.co/hfnEVngnhu
#Growth #Risk #CoreandExpolore #StockMarket #SandP500 #Nasdaq #Economy #Wisdom2Wealth #JohnHalterman
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If you're a business owner, you've got options! https://t.co/SqTAtjDW0B
#SEPIRA #SimpleIRA #IRA #Roth #SmallBusiness #Businessowner #Retirement #Wisdom2Wealth #JohnHalterman
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What's the difference between a pre-tax and a Roth 401k and which one is better for you? https://t.co/lTexPU3Ze1
#Roth #Pretax #401k #Retirement #Savings #RetirementSavings #MoneyManagement #Wisdom2Wealth #JohnHalterman
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If you have qualified money, let us help you avoid a tax bomb for you and your beneficiaries. https://t.co/q3hOLhxuZI
#Beneficiary #QualifiedMoney #IRA #Roth #Taxes #Pretax #Inheritance #Wisdom2Wealth #JohnHalterman
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What happens to your Roth IRA when your kids inherit it or when you have to take RMDs? https://t.co/94tjUBxnnv
#IRA #Roth #Retirement #RMDs #Inheritance #TaxFree #Wisdom2Wealth #JohnHalterman
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🌸 Wisdom 2 Wealth: Gardening Flowers was a blooming success! Thank you to everyone who joined us, and congrats to the lucky winners who created their own flower containers! 🌿💐 Grateful to Gayle Rubino for making it so special! 💛 #GardeningJoy
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Do you know the impact Secure Act 2.0 has on your IRAs? https://t.co/eg1hz4nqSd
#IRA #SecureAct #SecureAct2 #Beneficiary #Taxes #Inheritance #Retirement #Wisdom2Wealth #JohnHalterman
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If you're retired at 55 with a 401(k), what should you do with your money? https://t.co/T86vHUUcMa
#IRA #401k #Retired #Retiree #Ruleof55 #Rule71t #Distributions #RetirementSavings #Wisdom2Wealth #JohnHalterman
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🇺🇸 We were honored to host a recent educational event with the Clarksburg NARFE Chapter. To everyone who attended — thank you for your time, your questions, and your dedication to lifelong learning. #NARFE #RetirementEducation #FederalEmployees #LiveLifeUnscripted
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Does your life insurance policy have an Accelerated Benefits Rider? https://t.co/m5UARqS5kG
#LifeInsurance #Retirement #TakingCare #NursingHome #CriticalCare #AcceleratedBenefitsRider #Rider #Benefits #Wisdom2Wealth #JohnHalterman
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What do you want your retirement income to look like? https://t.co/Q3AvyP3xre
#Retirement #Income #Strategy #TaxAdvantageous #EstatePlanning #Growth #Wisdom2Wealth #JohnHalterman
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Why do people love Roth IRAs? https://t.co/MxOYbCQ4Ji
#RothIRA #IRA #Roth #Retirement #BackDoor #Conversions #Contributions #Wisdom2Wealth #JohnHalterman
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What's a will vs a living trust? https://t.co/1fZHwNCMLQ
#Will #LivingTrust #Probate #Trustee #Successor #Estate #EstatePlanning #JohnHalterman #Wisdom2Wealth
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What's the difference between a Roth IRA and a Roth 401k? https://t.co/eJDlsHTD1M
#Roth #RothIRA #Roth401k #IRA #401k #Retirement #Savings #TaxFree #Liveyourbestlife #Wisdom2Wealth #JohnHalterman
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🎉 We had a fantastic time this week hosting our Public Education Event at the Bridgeport Country Club — two great nights, two great crowds, and powerful conversations! Thank you to everyone who joined us Tuesday and Wednesday evening!
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What Happens to Social Security Benefits At Death? https://t.co/JFim8fYx8Z
#SocialSecurity #Benefits #Spouse #Retirement #Wisdom2Wealth #JohnHalterman
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What makes a great emergency fund? https://t.co/AYQSLifPO5
#EmergencyFund #Growth #NoRisk #MoneyManagement #Wisdom2Wealth #Interest #JohnHalterman
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