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 Savings 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
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...
Summer 2023 Key Financial Deadlines
Financial GuidesAs summer unfolds, we are pleased to present our Summer Key Planning & Investment Deadlines guide. In keeping with our quarterly tradition, we have prepared a comprehensive guide outlining the crucial financial deadlines for the next three months....
One Ugly Rule for Owners of S Corporations Deducting Health Insurance
Tax PlanningBradford Tax InstituteAn ugly rule applies to how S corporation owners deduct the cost of health insurance that a corporation puts on its W-2s. The words that make this an ugly rule are “earned income,” and this is unusual because you generally think of...
A Securities Market Update for You – May 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Last week ended with a resolution to the national debt ceiling issue and a unique May jobs report that sent equities higher for the week, all of which changed the outlook for the...
Inflation Update May 2023
Asset ProtectionSynergy Asset Management, LLCSummary: Consumer-focused measures of inflation, such as CPI and PCE have been trending down but remain elevated, while the Producer Price Index points to a hopeful reality if producers chose to pass on lower inflation....
Six Answers for Small and Solo Businesses about Health Insurance
Retirement PlanningBradford Tax InstituteIn this article, we answer some questions that will benefit small and solo-owned businesses, including: What steps do I take to properly reimburse 105-HRA expenses? Can my 105-HRA reimburse and deduct Medicare payments...
A Workable Solution for Baby Boomers Near Retirement
Retirement PlanningWorried about having enough saved for retirement? Here’s a simple approach: work just a few years longer. By accumulating more savings and shortening your withdrawal period, you’ll reduce the lump sum needed to generate the necessary income at...
Social Security: The Important Questions
Retirement PlanningThose “How much do you know about Social Security?” quizzes you see online are fun and interesting, but the bigger questions you should be asking are those that can help you get the most out of the program. Do You Know How Much Social...
Spring 2023 Key Financial Deadlines
Financial GuidesSpring is upon us. This means it's time for the Spring Key Planning & Investment Deadlines. Every quarter I provide my clients, family, and friends with a reminder guide of all the key financial deadlines heading our way over the next three...
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