2006 Retirement Retirement Planning 
NAIFA Advisor Today
FEBRUARY 6, 2025
Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate. He has built and nurtured relationships throughout the industry.
Nerd's Eye View
MARCH 27, 2024
One way financial advisors can add value for retiring clients is to estimate how much they can spend sustainably during their retirement years without depleting their investment portfolio. One method introduced by Jonathan Guyton and William Klinger in 2006 is the "guardrails" framework.
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Getting Your Financial Ducks In A Row
OCTOBER 17, 2022
In 1974, Congress passed the Employee Retirement Income Security Act (ERISA) that, among many other provisions, provided for the implementation of the Individual Retirement Arrangement. Amounts rolled over from employer retirement plans are entirely exempt. billion in the first year (1975). billion by 1981.
Cordant Wealth Partners
SEPTEMBER 8, 2022
As you would expect from an outstanding organization like Microsoft, it offers a very robust 401(k) to help employees save for retirement. This article will discuss the key features of the Microsoft 401(k) plan, and after reading it, you should leave with a clear game plan of how to: Maximize the match (free money! )
Nationwide Financial
JANUARY 26, 2023
Key Takeaways: 2023 could be a really good year to fund a Roth account because of low tax rates and changes to how the standard deduction, tax brackets, and retirement account contribution limits are adjusted for inflation. Plus, you’ll be increasing your tax diversification for retirement. One option is to contribute to a Roth IRA.
James Hendries
SEPTEMBER 13, 2022
a bill that will revise the rules for contributing to and withdrawing from retirement savings vehicles if passed by the U.S. Since employers are responsible for following retirement savings plan rules, they should familiarize themselves with the SECURE Act 2.0’s Retirement plans for churches and government agencies.
Park Place Financial
SEPTEMBER 30, 2022
Retirement Annuity vs. 401(k): What’s The Difference? One of the most appealing features of retirement planning is the multiple options for accruing wealth. Learn what distinguishes these two retirement investments to establish which one suits your needs. . What Are 401(k)s? . Types of 401(k)s .
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