Episode Synopsis "Episode P - Protection"

Welcome to Retirement A to Z, I’m Sue Burnett w Monarch Financial Advisors, and this series focuses on Qualified Retirement Plans. This is Episode P, where we’ll be discussing 3 ways that a qualified plan can protect you and your savings. What kind of protection, you may ask? Does it protect your benefit? Your business? You? The answer is yes, to all 3 questions. A qualified plan can protect your benefit amount, protect your benefit from creditors, and protect your benefit payment to your family if you pass away before retirementHow? Take a listen! Have any questions? Shoot me an email at [email protected]. Thanks for listening in! 

Listen "Episode P - Protection"

More 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