Wealth Management

MARCH 19, 2024

The key is finding the right firm that will enhance an advisor’s ability to work with retirement plans in an efficient and scalable manner.

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Retirement Planning Retirement Planning 105

WiserAdvisor

MARCH 13, 2024

Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. These pillars provide a comprehensive framework for building a resilient and sustainable plan. Pillar 4: Estate planning Estate planning is often overlooked and deferred as an end-of-life task.

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Retirement Planning Retirement Planning Estate Planning 105

Talon Wealth

OCTOBER 26, 2023

Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. Retirement planning is an important part of financial security for women.

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Retirement Planning Retirement Planning Medical 98

Talon Wealth

SEPTEMBER 14, 2023

Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.

Retirement Planning 98

Retirement Planning Retirement Planning Healthcare 98

Getting Your Financial Ducks In A Row

APRIL 3, 2023

We’ve covered a lot of ground with regard to how various tax laws impact your retirement plans: pensions, IRAs, 403(b) and 401(k) plans. But we’ve primarily focused on the US income tax laws (the IRS) affect your plans – and there are many nuances that you need to take into account with regard to state tax laws.

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Retirement Planning Retirement Planning Taxes 113

Financial Symmetry

OCTOBER 30, 2023

There’s so much we can overlook with retirement plans. On this special Halloween-themed episode we’re sharing some retirement plan horror stories to avoid in your own wealth-building journey. Listen in to ensure that these horrors don’t ruin your retirement plans.

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Retirement Planning Retirement Planning 64

Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. You can use multiple accounts to help boost your savings.

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Retirement Planning Retirement Planning Taxes 52

Integrity Financial Planning

NOVEMBER 7, 2023

There are many important birthdays when it comes to retirement planning. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones. 1] But you can begin to claim at 62 if that fits into your financial plan. 1] IRA holders can contribute $7,500 a year to their accounts. [1]

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Retirement Planning Retirement Planning Accounting 91

Wealth Management

OCTOBER 4, 2023

Advisors look toward holistic client-focused strategies with converging retirement planning and wealth management.

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Retirement Planning Wealth Management Retirement Management 112

Getting Your Financial Ducks In A Row

NOVEMBER 7, 2022

When you have the bulk of your financial assets in retirement plans, you might accidentally expose yourself to some risks that you haven’t thought about… since retirement plan assets are much more likely to be impacted by changes to legislation – as we have seen in the past. No related posts.

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Retirement Planning Retirement Planning Accounting 72

WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.

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Retirement Planning Retirement Planning Healthcare 52

Advisor Perspectives

NOVEMBER 19, 2023

Individuals are increasingly looking for more tailored investment solutions, so it makes sense for plan fiduciaries to consider a more personalized approach, according to John Kutz, National Retirement Plan Strategist. He says personalization may be the ticket to better retirement outcomes.

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Retirement Planning Retirement Planning Investing 59

Wealth Management

FEBRUARY 16, 2023

The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.

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Retirement Planning Retirement Planning 104

Advisor Perspectives

JULY 3, 2023

I will describe the general process used by actuaries to maintain financial sustainability, to encourage advisors to employ this same process to their client’s retirement planning.

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Retirement Planning Retirement Planning Clients 75

Wealth Management

JUNE 12, 2023

But most wealth, retirement plan and benefits advisors are still stuck in silos and old business models.

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Retirement Planning Retirement Planning 113

A Wealth of Common Sense

AUGUST 4, 2023

The most popular retirement plan for people in the early-20th century and before was simple — you died. Most people simply worked until they dropped dead because a life of leisure in retirement wasn’t a thing for most people. No gold watch ceremonies when you hung it up at the office.

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Retirement Planning Retirement Planning 86

Random Roger's Retirement Planning

DECEMBER 23, 2022

We spend a lot of time here on unexpected, one-off, unbudgetable expenses that can blow up a retirement plan that doesn't have a lot of margin for error. This sort of potential sequence of expenses is an example of why retirement plan resiliency and flexibility is so important.

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Retirement Planning Retirement Planning Insurance 69

Talon Wealth

OCTOBER 26, 2023

Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Truemind Capital

MAY 3, 2024

The diversification concept in investments works here as well – Do not consider your kids as your retirement corpus The sooner you take the right steps toward your retirement planning, the more peaceful your future will be. CONNECT WITH TRUEMIND ADVISOR The post Why you should take your retirement planning seriously now?

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Retirement Planning Retirement Planning Education 52

NAIFA Advisor Today

SEPTEMBER 16, 2022

Here are three ways people 62 and older (working in tandem with their advisors) can incorporate reverse mortgages into sound retirement plans to potentially improve retirement outcomes.

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Retirement Planning Retirement Planning Marketing 98

Integrity Financial Planning

MARCH 13, 2023

4] Conclusion As you can tell, taxes are a major part of retirement planning, and often making the right choice for your retirement involves being savvy about which tax-advantaged retirement savings vehicles to use.

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Retirement Planning Retirement Planning Taxes 84

Random Roger's Retirement Planning

AUGUST 18, 2022

These are all things to incorporate into retirement planning in case every assumption we make at 40 or 50 turns out to be wrong. The back ups rely on my preserving optionality by maintaining relationships and the ability to bend down and pick up heavy things (a good way to frame staying able bodied).

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Retirement Planning Retirement Planning Asset Allocation 92

Validea

MARCH 14, 2023

We discuss regular and Roth IRAs and 401ks and how to decide between them, the importance of human capital, how to balance retirement saving with other priorities and a lot more. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Retirement Planning for Young Investors appeared first on Validea's Guru Investor Blog.

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Retirement Planning Retirement Planning Financial Planner 52

Integrity Financial Planning

NOVEMBER 16, 2022

Why would someone not want to retire? (9:51). What if you don’t have enough money to retire? (13:59). The post Retirement Planning with Mr. Miyagi appeared first on Integrity Financial Planning, Inc. You don’t need to know everything to succeed. (4:25). Success doesn’t happen overnight. (5:38).

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Retirement Planning Retirement Planning Financial Planning 52

Advisor Perspectives

SEPTEMBER 24, 2023

For many wealth advisors, workplace retirement plans are either a burden or an afterthought, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. He and his team explore why embracing these plans can benefit their practice, and their clients.

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Retirement Planning Wealth Advisor Retirement Planning 52

The Financial Literates

MARCH 23, 2022

10 Myths About Retirement planning Retirement planning has gained prime importance largely due to changes in the lifestyle of people, an increase in life expectancy, the concept of nuclear families, and an urge to live independent retirement life without being financially dependent on children.

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Retirement Planning Retirement Planning Financial Planning 52

The Financial Literates

MARCH 23, 2022

10 Myths About Retirement planning Retirement planning has gained prime importance largely due to changes in the lifestyle of people, an increase in life expectancy, the concept of nuclear families, and an urge to live independent retirement life without being financially dependent on children.

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Retirement Planning Retirement Planning Financial Planning 52

Carson Wealth

AUGUST 23, 2022

Retirement plans like 401(k)s and traditional or Roth IRAs can be an easy and effective way to save for retirement. Contributions to a traditional 401(k), IRA, and other retirements plans are usually deductible up to a limit. However, not all retirement plan contributions are tax deductible.

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Retirement Planning Retirement Taxes Planning 52

Wealth Management

JULY 8, 2024

And how RPAs’ role is evolving as DC plan sponsors awaken.

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Retirement Planning Planning Retirement 91

Integrity Financial Planning

NOVEMBER 2, 2022

Coach Brian is here to guide you through what you need to know when it comes to your financial plan. We compare different football analogies to retirement planning to help you understand where you’re headed and find out if you’re making the right decisions. But first, we answer some questions from the mailbag.

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Retirement Planning Retirement Planning Financial Planning 52

Validea

APRIL 24, 2023

In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at the inputs that are used, how the simulation works and how to interpret the results.

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Retirement Planning Retirement Financial Planner Planning 52

Integrity Financial Planning

MARCH 15, 2023

18:46) The post The Downsides of a DIY Retirement Plan appeared first on Integrity Financial Planning, Inc. (11:14) Bonds are more predictable but still not guaranteed. (15:47) 15:47) Mailbag: What do we do about the taxes on selling our lake house? (18:46)

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Retirement Planning Retirement Planning Financial Planning 52

Advisor Perspectives

JULY 7, 2023

Small business owners without workplace retirement plans now may take advantage of expanded tax credits if they establish one, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. He outlines recent regulatory and legal developments.

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Retirement Planning Retirement Planning Taxes 52

Validea

MARCH 27, 2023

We discuss the Roth vs. traditional IRA debate, the importance of avoiding lifestyle creep, how to think about how much you need for retirement, the benefits of Monte Carlo simulation and a lot more.

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Retirement Planning Retirement Planning Financial Planner 52

Carson Wealth

AUGUST 25, 2022

often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“ Social Security is a federal retirement plan originally created under the Social Security Act of 1935.

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Retirement Planning Retirement Planning Certified Financial Planner 98

Nationwide Financial

JANUARY 10, 2023

Financial professionals, advisors and consultants can help plan sponsors understand how guaranteed lifetime income investment options may fit into their investment line-up. 2022 was a difficult year for many American retirement savers who watched markets drop and inflation dent their monthly budgets.

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Retirement Planning Retirement Planning Consulting 52

Wealth Management

APRIL 14, 2023

OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.

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Retirement Planning Retirement Investment Advisor Planning 61