Episode Synopsis "Episode R: Retirement - what now?"

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 R, where we’ll be discussing what happens when you reach your retirement date.  You've worked hard, and now the day has come – you’re ready to retire! Now what? What happens with your retirement plan if you’re a business owner? What happens to the money that’s in your plan? What happens if there’s life insurance in the plan? What about Social Security? Take a listen! Have any questions? Shoot me an email at [email protected]. Thanks for listening in! 

Listen "Episode R: Retirement - what now?"

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