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Listen "Episode P - Protection"
Episode Synopsis
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!
More episodes of the podcast Retirement A to Z
Episode R: Retirement - what now?
19/02/2021
Episode V - Vesting and Eligibility
22/02/2020
Episode T - Types of Plans
20/02/2020
Episode S - The SECURE Act
19/02/2020
Episode K - Kids and Other Family Members
11/02/2020
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