planIQ

Attention 401(k) Participants: Consistency May Pay Off, Study Finds

Attention 401(k) Participants: Consistency May Pay Off, Study Finds

Despite the stock market drops of 2008, the average account balance of 401(k) participants who continued investing during the five-year period ending December 31, 2012, grew by a compound average annual rate of 6.8%, according to a study released jointly by the Employee Benefit Research Institute (E

What is Universal Plan Truth #11?

Wall Street firms make money by gathering assets.  Stopping them from gathering yours will help you retire sooner.

Examining the Retirement Account Shortfall

 

Examining the Retirement Account Shortfall

Why Americans Keep Treating Their 401(k)s Like Piggy Banks

Why Americans Keep Treating Their 401(k)s Like Piggy Banks: http://on.natgeo.com/ZMKVGe

What is Universal Plan Truth #10?

Big investment companies making exotic commercials with celebrities likely subtract years from your retirement.

More Universal Plan Truths can be found here.

What is Universal Plan Truth #9?

Robo-advisors probably aren't very helpful to people.  They're likely even worse for a Workplace Retirement Plan.

 

That First RMD from Your IRA

 

That First RMD from Your IRA

Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths

Certain misconceptions ignore the realities of retirement.

What is Universal Plan Truth #8?

Banks are loaded with fees.  This doesn’t stop when they take over your Workplace Retirement Plan.

What is Universal Plan Truth #7?

The business owner’s personal broker may not be the best person to lead your pension.

 

 

 

 

 

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.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved