CFP, Fee Only and White Paper - Financial Advisor Source

What is the Difference Between a 401k and an IRA?

Walkner Condon Financial Advisors

AUGUST 13, 2022

For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. Mitch DeWitt, CFP®, MBA. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. ABOUT THE AUTHOR.

Retirement

Retirement Taxes Financial Advisor Retirement Planning

Should you die and go to hell before selling an annuity?

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. With annuities now being able to be offered in 401k plans, the playing field has changed.

Insurance

Insurance Retirement Financial Advisor License

Financial Advisor Source

What is the Difference Between a 401k and an IRA?

Should you die and go to hell before selling an annuity?

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