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
The 4x4 Financial Independence Plan ℠
The Smart Financial Independence Blueprint ℠
Products for Retirement Planning
Annuities
Delaware Statutory Trusts
Coaching and Consulting
Insurance-Disability
Insurance-Life
Mortgages-Forward
Mortgages-Reverse
Notes
Real Estate Rentals (Direct)
Real Estate Rentals (Partnerships & Syndications)
Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's
Securities (Provided Via Lifetime Financial)
Helpful Guides
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.
“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.
“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
What’s Your Money Archetype?
Retirement PlanningThere are eight common money behavior patterns or “archetypes” battling it out in every investor. Being aware of your unconscious attitudes and behaviors toward money can give you an edge in managing your finances.Have you ever had a friend who blew...
Last Chance Financial Planning Checklist 2023
Financial GuidesOften our financial picture and plan changes from year to year. Changes in different areas of your life can impact that overall plan. It is important to note and discuss these changes each year to ensure you are still on track for your financial goals....
Fall 2023 Key Financial Deadlines
Financial GuidesAs we embrace the arrival of the fourth quarter, I am pleased to share with you our Fall Key Planning & Investment Deadlines guide. Each quarter, I find it valuable to send out a reminder of the significant financial milestones approaching in the...
Big Tax Changes to Know for 2023
Tax PlanningWe want to bring to your attention some crucial tax changes and updates that will impact individuals and businesses in 2023. It's essential to stay informed about these developments to ensure compliance and make the most of available opportunities. ...
2023 Federal Tax Calendar for Small Business Owners and Self-Employed
Tax PlanningFor small businesses, staying on top of your tax deadlines is no easy task.Here's a helper for those deadlines: Bradford Tax Institute's 2023 Federal Tax Calendar, tailored for small businesses and self-employed taxpayers. The 2023 Federal Tax Calendar is...
6 Factors That Predict a Student’s College Success
Retirement PlanningSome parents are obsessed with getting their children into top-ranked schools no matter the cost. You can save a lot of money by understanding what truly leads to the best outcomes for your children.With some schools now costing more than $300,000...
Tax Exempt Cash Reserve for Elder Care Expenses
Retirement PlanningIf you want to be prepared for the possibility that in your later years you might need home nursing care or assistance with daily living activities due to physical or cognitive impairment, watch this short video to learn how you can double or triple...
Important Updates Regarding Roth IRAs Under SECURE Act 2.0
Retirement PlanningWe are excited to bring your attention to some significant developments regarding Roth IRAs and the recent SECURE Act 2.0. This legislation introduces key provisions that could greatly impact your retirement and financial planning strategies. Below,...
Q2 2023 Quarter End Securities Update
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Equities. All three major indexes saw substantial gains in the second quarter of 2023, with the Nasdaq Composite up +12.81%, the S&P 500 up +8.3%, and the Dow Jones Industrial...
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