Clint Haynes, CFP®

Financial Planner | Lover of all KC Sports| LinkedIn Dork | Adventurous Food Lover | Traveler | Wanna be (good) Golfer | Craft Brew Dork | Homebrewer

[Clint Haynes, CFP® @Clint_NextGen]

Want the largest monthly Social Security check? Waiting until age 70 may be the right move.

Want the largest lifetime benefit? That's a different question altogether.
Read more 👉 https://t.co/shtpt0w4aG

#SocialSecurity #Retirement #FinancialPlanner

[Clint Haynes, CFP® @Clint_NextGen]

Thinking about buying an annuity?
✅ Understand the types (SPIA, DIA, MYGA, etc.)
✅ Know where to buy (and who gets paid)
✅ Talk to a fiduciary first
We cover all this and more.
Read more 👉 https://t.co/D7IOVkPqJ5

#annuity #retirement #financialplanning

[Clint Haynes, CFP® @Clint_NextGen]

The Rule of 55 can be a powerful retirement bridge.
But it's not automatic. One wrong rollover could cost you access to penalty-free withdrawals.

Read the full article: Using the Rule of 55 to Retire Early
▸ https://t.co/rwvZSGF1VF

#earlyretirement #401k #retirement

[Clint Haynes, CFP® @Clint_NextGen]

Bought your annuity with pre-tax money?
You might have just signed up for RMDs.

Read more 👉 https://t.co/miqyWqxoAC

#annuities #RMD #Taxes

[Clint Haynes, CFP® @Clint_NextGen]

Investment Help Isn’t Retirement Planning - Managing investments is only one part of retirement.
True planning also includes taxes, income strategy, healthcare, and estate coordination.

Read more 👉 https://t.co/JpWELkgIRk

#RetirementPlanning #FinancialPlanning #Fiduciary

[Clint Haynes, CFP® @Clint_NextGen]

Good news: seniors get expanded tax deductions. Bad news: those lower revenues may trigger cuts to Medicare funding. Confused? We break it down here:

Read more 👉 https://t.co/VrChKhFZGM

#medicare #onebigbeautifulbill #retirement

[Clint Haynes, CFP® @Clint_NextGen]

The @lsedfoundation is giving you a unique opportunity to win a one-of-a-kind soccer ball signed by the cast of Ted Lasso!⚽

All proceeds support the LSR7 district, and they will even ship the ball if you live outside the area!

Get your tickets here →https://t.co/c3ANdrrTRG

[Clint Haynes, CFP® @Clint_NextGen]

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early retirement.
Read more 👉 https://t.co/rwvZSGF1VF

#earlyretirement #401k #retirement

[Clint Haynes, CFP® @Clint_NextGen]

🧾 How do annuities actually work?
You give an insurance company money… they promise to give you some back later.
But what’s the catch?
👉 Fees, surrender charges, and limited access to your cash.
👉 https://t.co/OpK4Pjj7vw

#retirement #annuity

[Clint Haynes, CFP® @Clint_NextGen]

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early retirement.
https://t.co/rwvZSGF1VF
#earlyretirement #retirement #401k

[Clint Haynes, CFP® @Clint_NextGen]

Payments from non-qualified annuities consist of:
Part return of costs (tax-free)
Part earnings (taxable)

The tax-free amount is called the “exclusion ratio,” and it’s just as complicated as it sounds.

Read more 👉: https://t.co/deardtt9wS

#annuity #retirement #taxes

[Clint Haynes, CFP® @Clint_NextGen]

One major area where tax deductions and credits are negatively affected is the clean vehicle and clean energy credits.

Read more 👉 https://t.co/58y9sD4L7X

#Taxes #Retirement #OneBigBeautifulBill

[Clint Haynes, CFP® @Clint_NextGen]

Annuities are often marketed as an option to simplify retirement income. But is that really the case?

Read more 👉 https://t.co/MktUxBdlW4

#annuity #retirement #401k

[Clint Haynes, CFP® @Clint_NextGen]

It’s always a good idea to review your healthcare coverage annually. At NextGen Wealth, we work with our clients on a continual basis, so there won’t be any end-of-year surprises.

Read more 👉 https://t.co/rUDhvacWYj

#taxplanning #retirement #financialplanning

[Clint Haynes, CFP® @Clint_NextGen]

Many employer 401 (k) plans offer an option to purchase an annuity. But should you? This isn’t a decision to be made lightly.
Read more 👉 https://t.co/MktUxBdlW4

#annuity #retirement #401k

[Clint Haynes, CFP® @Clint_NextGen]

Think you know how your Social Security benefits are calculated? Think again! The formula takes your 35 highest-earning years—but there's a catch most people miss. 👉 Learn more: https://t.co/UTi6mhEUsx

#socialsecurity #retirement

[Clint Haynes, CFP® @Clint_NextGen]

The One Big Beautiful Bill estimates show about 88%, up from 64%, of Social Security beneficiaries will owe no taxes on their Social Security benefits.

Read more 👉 https://t.co/eUs4f8LfVm

#BigBeautifulBill #SocialSecurity

[Clint Haynes, CFP® @Clint_NextGen]

Annuities themselves aren’t automatically subject to RMDs, but if you use pre-tax money to purchase the annuity, it could be.

Read more 👉 https://t.co/miqyWqxoAC

#annuities #RMD #Taxes

[Clint Haynes, CFP® @Clint_NextGen]

Many employer 401 (k) plans offer an option to purchase an annuity. But should you? This isn’t a decision to be made lightly.
https://t.co/MktUxBdlW4

#401k #retirement #annuity

[Clint Haynes, CFP® @Clint_NextGen]

Your annuity was built for age 50. But you’re 65 now.
Growth vs. income vs. legacy—your goals have changed. Did your plan? Is that old annuity still a good fit?

Read more 👉 https://t.co/9BdLMRx284

#annuity #retirement #financialplanning