Posts Categorized: Retirement Plans

2018 was a pretty dramatic year for most people.

Posted by & filed under Asset Protection, Biotechnology, Estate Planning, Financial Planning, HealthCare, Legislation and Regulation Affecting Investments, Library, Portfolio Management, Retirement Planning, Retirement Plans, Retirement Plans, Tax Advisory, The Economy, Why You Save and Invest.

2018 was a pretty dramatic year for most people. The markets soared to new heights and became extremely volatile. Bitcoin crashed. The Fed increased interest rates, the principal value of bonds fell, yields rose and inflation ticked up past the 2% mark the Fed had declared its target. The value of assets, the ability to… Read more »

Who is The Investment Advisor?

Posted by & filed under Asset Protection, Education Planning, Estate Planning, Financial Planning, HealthCare, Investment Portfolio Management for Less, Retirement Planning, Retirement Plans, Why You Save and Invest.

The Investment Advisor is a Registered Investment Advisory Firm With an Emphasis on: Health Care, Retirement, Estate Planning, Investment Management, Asset Protection and How these Topics Influence Each Other. The Firm is a Fiduciary Dedicated to Serving Your Interests and Puts Your Interests Ahead of Its Own. The Investment Advisor LLC Also Believes the Expenses… Read more »

5 Tips For Managing Your Company or Non-Profit Retirement Plan

Posted by & filed under Retirement Plans.

Your Organization’s Retirement Plan. When was the Last Time You Reviewed it? Creating and Maintaining Your Retirement Plan Produces a Great Employee Benefit Which Helps You Attract and Retain Talent to Help You Grow Your Company or Non-Profit Organization. Over the Last Few Years the Department of Labor (DOL) and the Employee Benefits Security Administration… Read more »

401(k) and 403(b) Plans Proposed to Show “Stream of Income Payments” to Employees

Posted by & filed under Retirement Plans.

The Department of Labor has Published an Advance Notice of Proposed Rulemaking. This Rulemaking Focuses on “Lifetime Income Illustrations in Periodic Pension Benefit Statements of Defined Contribution Pension Plans, Such as 401(k) and 403(b) plans”. The Department of Labor Through the Employee Benefits Security Administration is Proposing to Show Account Balances of Defined Benefit Plans as… Read more »

Tax Deferred Compounding

Posted by & filed under Retirement Plans.

Take Advantage of Tax Deferred Compounding to Save for Your Retirement. You Have Until Your Tax Filing Deadline to Contribute to and Fund Your Individual Retirement Account.  If You Need Help with Your IRA, 401k or 401k Rollover Request a Complimentary Consultation on the Website of The Investment Advisor at http://www.theinvestmentadvisor.net/request-consultation.html The Investment Advisor- Exclusively Serving… Read more »