Channel Avatar

Michael Ruger - Greenbush Financial Group @UC3rnFslpJNXhZOJQWS3EoMA@youtube.com

26K subscribers - no pronouns :c

Welcome to our channel. I'm the managing partner of Greenbu


05:24
Tax Benefits of Investment Losses: Claiming the $3,000 Deduction
09:02
401(k) Catch-Up Contribution FAQ: Your Top Questions Answered (2025 Rules)
07:37
How to Avoid the New York Estate Tax Cliff
05:35
How Transfer on Death Accounts (TOD) Help You Avoid Probate
10:21
Roth Conversions - How To Create Tax-Free Generational Wealth
08:05
IRS Gifting Rules: Tuition Payments vs. Student Loan Payments
17:33
Don't Forget About NUA Election if you have Company Stock In Your 401(k)
08:24
The Hidden Tax Traps in Retirement Most People Miss
09:44
Trump Has The Stock Market and Fed Cornered
05:36
How To Protect A Roth IRA from the Medicaid Spenddown Process
06:40
How To Avoid Social Security Income Penalty
10:20
Can You Break an Irrevocable Trust?
07:47
Mandatory 401K Roth Catch-up Contributions Confirmed By IRS January 2025
08:54
Inherited IRA $20,000 State Tax Exemption for New York Beneficiaries Under Age 59 ½
06:16
2025 Trump Tariffs: How the stock market historically reacts to tariffs
12:33
Simple IRA Max Contributions 2025+: New limits, 60 - 63 Catch-up, 10% Additional, and Roth Deferrals
13:50
Donor Advised Funds: How to Give More & Pay Less in Taxes
06:41
Rules for Using A 529 Account To Repay Student Loans
08:37
UTMA Accounts: Tax Filing and Kiddie Tax Rules
07:28
Do You Have Enough To Retire? The 60 Second Calculation
06:23
New Age 60 – 63 401(k) Enhanced Catch-up Rule Starting in 2025
06:23
Annuity Surrender Fees & Taxes Explained: Is It Worth Getting Out?
09:24
Should You Surrender Life Insurance in Retirement?
08:38
How to Give to Charity Tax-Free With an Inherited IRA (QCD Rules Explained)
09:43
Tax Loss Harvesting Rules: Short-term vs long-term, 30 day wash rule, $3,000 tax deduction, and more
16:40
Why Do Wealthy Families Set Up Foundations and How Do They Work?
18:07
Donor Advised Funds Explained: Maximize Tax Deductions on Charitable Giving
08:06
The SUNY Impact Foundation NYS Tax Credit Explained
06:42
8 important things to know about ETFs
06:44
The Trump Tax Plan for 2025: Social Security, Tips, Overtime, SALT Cap, and more…
08:52
How to Title Your House to Avoid Probate
04:16
Social Security Cost of Living Adjustment (COLA) Increase: 2.5% In 2025
07:01
Why Investing in Dividend Paying Stocks Is An Outdated Strategy
12:51
Leaving Your Job? What Should You Do With Your 401(k)?
07:32
Mutual Funds Are Losing Ground — Here’s Why ETFs Are Winning
07:12
How Will The Fed’s 50bps Rate Cut Impact The Economy In Coming Months?
12:03
Should You Lease or Buy A Car: Interview with a CFP® and Owner of a Car Dealership
23:26
Vehicle Expenses Deductions for Self-Employed Individuals
09:57
When 401k Roth is Better For High Income Earners
06:32
What Happens When a Minor Child Inherits a Retirement Account?
11:39
What Happens When You Inherit an Already Inherited IRA?
11:50
Should You Buy or Lease a Car?
01:04
Michael Ruger - Greenbush Financial Group
09:18
Did the Decedent Take Their RMD? If Not, You Might Have To
18:50
Non-spouse Beneficiary Inherited IRA Rules: 10-Year Rule, RMD requirement, Exceptions, Tax Strategy
10:02
Federal Disaster Area 401(k) & IRA Penalty-Free Distributions and Loans
24:10
Biden's New SAVE Plan: Lower Student Loan Payments with Forgiveness
09:30
401(k) Plans Will Be Required To Cover Part-time Employees in 2024+
06:49
2023 RMDs Waived for Non-spouse Beneficiaries Subject To The 10-Year Rule
08:57
FICA Tax Refunds for W2 Employees That Change Jobs or Have Multiple Employers
06:13
Fewer 401(k) Plans Will Require A 5500 Audit Starting In 2023
16:55
So Where's The Recession?
09:45
Big FAFSA Calculation & Application Changes Starting in 2023
14:20
Social Security: Suspending Payments vs. Withdraw of Benefits Election
12:50
3 Ways To Protect Your House From Medicaid: Gift, Life Estate, Medicaid Trust
07:11
Top 10: Little-Known Facts About 529 College Savings Accounts
06:26
Don't Gift Your House To Your Children
24:05
3 New 401(k) Startup Tax Credits
20:23
Bank Failure Contagion Update: March 24th
10:39
Why Did Silicon Valley Bank Fail? The Contagion Risk - SVB