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 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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Browse All Retirement Planning Articles, Videos, Podcasts

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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2024 Retirement Calendar Checklist

2024 Retirement Calendar Checklist

Financial GuidesHappy New Year! I hope you and your family had a joyous and safe holiday and made many warm memories. I also hope that 2024 brings you a strong economic recovery. Do you know that retirement involves a lot more paperwork and deadlines than most people...

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2024 Health Care Quick Reference Guide

2024 Health Care Quick Reference Guide

Financial GuidesCertain birth dates represent crucial milestones that affect your overall financial and retirement plans. Applying for Medicare by age 65 (unless you're covered by a group plan) is one of those milestones. If you or someone you know is approaching age...

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2024 Key Planning & Investment Deadlines for Q1

2024 Key Planning & Investment Deadlines for Q1

Financial GuidesDo you know what days the market closes for 2024? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end?  Each year brings with it a host of new dates, deadlines, and observances to...

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