planIQ

Accentuating the Positive

Accentuating the Positive

Retiring? Saving for retirement? Here’s some good news.

What is Universal Plan Truth #16?

If all of the investments in your plan begin with the same name, your plan probably hasn’t been updated since the ‘90s.

Getting Financially Fit for Retirement at 50

 

Getting Financially Fit for Retirement at 50

What is Universal Plan Truth #15?

If your plan has investments that you can’t research online, you probably have a broker or agent.

IRS Raises Retirement Plan Contribution Limits

 

IRS Raises Retirement Plan Contribution Limits

Rollover of After-Tax Dollars from 401(k) Plans

Rollover of After-Tax Dollars from 401(k) Plans

Background

Here's the dilemma. You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You'd like to receive a distribution from the plan, convert only the after-tax dollars to a Roth IRA, and roll the pre-tax dollars into a traditional IRA.

What is Universal Plan Truth #14?

If your Workplace Retirement Plan hasn’t changed at all in 3 or more years, you probably have a broker.

Fall Financial Reminders

 

Fall Financial Reminders

What is Universal Plan Truth #13?

If you’ve been with the same company for over a year and don’t know what your Plan Advisor looks like, you probably have a broker.

What is Universal Plan Truth #12?

If your employer gave your Workplace Retirement Plan to a company or bank as a favor, you may expect to work a few extra years.

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The information and calculators provided via this Web site are general information, meant to introduce you to our areas of expertise.  Articles, calculators
and other sources of information are not intended to replace the professional advice of a trained financial professional.

Investment advice is offered by Plan Partners, LLC, a Registered Investment Adviser.  Plan Partners, LLC is an Ohio Registered Investment Adviser and accepts clients outside of Ohio based upon applicable state registration regulations and the “de minimus” exception.
We offer you a wide range of services that are designed to help you, such as: a 401k plan, fiduciary and plan administration, a model portfolio and executive compensation in Cleveland, Ohio.

Securities offered through IFS Securities, Member FINRA/MSRB/SIPC, 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382-5223. Plan Partners LLC and IFS Securities, Inc. are not affiliated companies. Plan Partners and IFS Securities do not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax and/or legal advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

This communication is strictly intended for individuals residing in the state(s) of: Ohio and Florida. No offers may be made or accepted from any resident outside the specific states referenced.

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