Retirement Planning

Our unique and proprietary systems and services will take you from where you are today, to your Financial Independence Day, so you can begin to live the life you really want.  Select any of the headings below to learn more about them now.

Proprietary Services for Retirement Planning

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The 4x4 Financial Independence Plan ℠

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The Smart Financial Independence Blueprint ℠

Products for Retirement Planning

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Annuities

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Delaware Statutory Trusts

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Coaching and Consulting

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Insurance-Disability

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Insurance-Life

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Mortgages-Forward

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Mortgages-Reverse

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Notes

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Real Estate Rentals (Direct)

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Real Estate Rentals (Partnerships & Syndications)

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Retirement Savings Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's

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Securities (Provided Via Lifetime Financial)

Helpful Guides

2024 Retirement Plans Quick Reference (image cover)

FREE GUIDE

2024 Retirement Plans Reference Guide

Gain instant access to this invaluable reference guide by downloading and saving the PDF directly to your computer or smartphone.

In just two concise pages, you’ll discover essential information regarding contributions and elective deferrals for a variety of one-person retirement plans tailored for both corporate owners and proprietorships, including:

  • SEP-IRA
  • 401(k)
  • SIMPLE IRA
  • Traditional IRA
  • Roth IRA
  • Defined Benefit Plan

Download now to streamline your retirement planning process and make informed decisions about your financial future.

2024 Retirement Plans Quick Reference (image cover)
2024 Retirement Plans Quick Reference (image cover)

“Quick Guide to Retirement Plans for Small Business Owners”

Learn about the major features of each kind of retirement plan, including SIMPLE, SEP, 401(k), defined-benefit, and profit-sharing plans.

2024 Retirement Plans Quick Reference (image cover)

“Choosing a Retirement Solution for Your Small Business”

This publication is a joint project of the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) and the Internal Revenue Service.

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This initial interview will help us understand your unique situation and, for you to learn about us; to ask questions about what we do and how we can help you. Then, we can mutually assess your needs and our capabilities to see if there is a good fit!

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Browse All Retirement Planning Articles, Videos, Podcasts

Consider a Roth IRA Rollover for an Overfunded Section 529 Plan

Consider a Roth IRA Rollover for an Overfunded Section 529 Plan

Tax Planning Bradford Tax Institute Section 529 college savings plans are a great way to help pay for a child’s or other family member’s college education.  Contributions are not federally tax-deductible (they are deductible in many states), but they grow federally...

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Developing a Realizable Vision for Retirement

Developing a Realizable Vision for Retirement

Retirement PlanningBy Richard AtkinsonRetirement is a totally new stage of life. With some careful prioritizing—and collaborating with your financial professional—you can design a working plan for retirement that may surpass all your expectations.When most people...

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Big Tax Changes to Know for 2024

Big Tax Changes to Know for 2024

Financial Guides2024 has brought some big tax changes with it. It’s essential to stay informed about these developments to ensure compliance and make the most of available opportunities.Here are Some of the Key Topics Covered in this Report: SECURE 2.0 Adds New...

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2024 Key Planning & Investment Deadlines for Q2

2024 Key Planning & Investment Deadlines for Q2

Financial GuidesSpring is coming and to keep you financially organized for Q2, we are providing you with our Spring Key Planning & Investment Deadlines Guide. Every quarter, I like to send clients, family, and friends this guide to remind them of all the key...

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2024 Key Financial Data Guide

2024 Key Financial Data Guide

Financial GuidesAs we step into the new year, it's wise to review your tax plan in light of recent changes. Our 2024 Key Financial Data Guide is your go-to resource, providing quick access to this year’s critical figures covering Social Security, taxes, health...

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2024 Social Security Quick Reference Guide

2024 Social Security Quick Reference Guide

Financial GuidesHappy New Year! As we usher in 2024, we sincerely wish you a year marked by a robust economic recovery and continued prosperity. In our ongoing commitment to providing valuable resources for your financial well-being, we are thrilled to present our...

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