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.

BLOG

Browse All Retirement Planning Articles, Videos, Podcasts

What’s Your Money Archetype?

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...

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Last Chance Financial Planning Checklist 2023

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....

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Fall 2023 Key Financial Deadlines

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...

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Big Tax Changes to Know for 2023

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.  ...

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6 Factors That Predict a Student’s College Success

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...

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Tax Exempt Cash Reserve for Elder Care Expenses

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...

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Important Updates Regarding Roth IRAs Under SECURE Act 2.0

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,...

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