Curious about retirement plans, but afraid that they're too overwhelming and complex? We break them down into smaller pieces - 26, to be exact, with a few extras thrown in for good measure, with everything from the types of plans, to life insurance, to using a plan for business planning. Questions? Contact us at [email protected]. Enjoy!
Latest episodes of the podcast Retirement A to Z
- Episode R: Retirement - what now?
- Episode V - Vesting and Eligibility
- Episode T - Types of Plans
- Episode S - The SECURE Act
- Episode Q - QLACs (Qualified Longevity Annuity Contracts)
- Episode P - Protection
- Episode O - Organizations that can sponsor a plan
- Episode L - Life Insurance in a Qualified Plan
- Episode K - Kids and Other Family Members
- Episode J - Just For You! (Dentist, two owners, 15 employees)
- Episode J - Just For You! (Realtor, one owner, no employees)
- Episode J - Just For You! (Hematologists, 2 owners, 150 employees)
- Episode H - Highly Compensated and Key Employees
- Episode G - Guarantees
- Episode F - Flexibility within a plan
- Episode E - Estate Planning
- Episode D - Distributions
- Episode C - Common Ownership
- Episode B - Business Planning
- Episode A - the ABCs of retirement plans