NAIFA Advisor Today
FEBRUARY 6, 2025
He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning. He has built and nurtured relationships throughout the industry. FSP established the Kenneth Black Jr.
Nerd's Eye View
MARCH 27, 2024
Advisors in this position have several options to help them determine a client's initial spending level, from 'static' approaches like the 4% Rule to more dynamic approaches that allow for higher initial withdrawal rates (but introduce the possibility of spending cuts during retirement).
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Cordant Wealth Partners
SEPTEMBER 8, 2022
The Microsoft 401(k) retirement plan offers many excellent choices among actively managed and index funds. According to a Longboard study titled “The Capitalism Distribution: Observations Of Individual Common Stock Returns, 1983 – 2006,” they found that: 39% of stocks were unprofitable investments 18.5%
Getting Your Financial Ducks In A Row
OCTOBER 17, 2022
Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers).
Validea
JUNE 9, 2023
And at larger fund companies, routes through advisory and retirement-plan pathways are usually left open, like the Fidelity Growth Company which has officially been closed since 2006 but allows new investors through those channels. return over the last 5 years.
James Hendries
SEPTEMBER 13, 2022
Retirement plans for churches and government agencies. Employers with a 401(k) or 403(b) plan in place before the enactment of SECURE 2.0. all employer matching dollars must deposit into the employee’s pre-tax retirement savings account. Since 2006, the $1000 extra hasn’t increased, regardless of inflation.
Nationwide Financial
JANUARY 26, 2023
Additional ways to fund a Roth IRA For workers with access to a 401(k) or other qualified retirement plan, a designated Roth account can be a fantastic opportunity to create a larger Roth account balance for retirement. They’ve been around since 2006. But what if you want to get more money into a Roth IRA?
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