Skip to main content

Stress Testing Your 401k: From Retirement Plan Tips and Costs to Pitfalls and Mistakes! - Ep. 29


This week, Adam D. Koós, CFP®, CMT® joins forces with Jesse Rowe, CPA, Judd Depew, and Trent Dunlap to bring 80 years of experience in the Retirement Plan arena to discuss: 1. The recent changes that have been made in the 401k world, 2. Mistakes that many business owners make when it comes to designing their plan, 3. Tips on how to avoid potential pitfalls when anticipating an audit, and 4. How to SIMPLIFY your plan so that you can spend more time on your business! If you would like to reach out to any of the professionals in this episode, please see their contact info below: Jesse Rowe, CPA Partner (Plante Moran) Jesse.Rowe@PlanteMoran.com Trent Dunlap Vice President (HR Butler) TDunlap@HRbutler.com Judd Depew President (Pension Design Group) Judd@PensionDesignGroup.com --- To subscribe on iTunes: For more VIDEO podcasts like this one: For more AUDIO podcasts: For educational VIDEOS and Stock Market Updates: To READ articles with commentary and Stock Market Updates: For general financial educational ARTICLES: For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: Or follow Adam on Instagram @FinancialSurgeon: Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com (614) 543-1350 --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans)....(read more)


LEARN MORE ABOUT: Qualified Retirement Plans
REVEALED: How To Invest During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
HOW TO INVEST IN SILVER: Silver IRA Investing
https://inflationprotection.org/stress-testing-your-401k-from-retirement-plan-tips-and-costs-to-pitfalls-and-mistakes-ep-29/?feed_id=62448&_unique_id=63cae76dc1c03 #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #Audit #businessowner #cashbalance #centralohio #CertifiedFinancialPlanner #CFP #columbus #definedbenefit #definedcontribution #feeonly #Fiduciary #Finance #financialadvisor #FinancialConsultant #financialcounselor #financialplanner #FinancialPlanning #FinancialServices #healthinsurance #moneymanagement #Ohio #payroll #registeredinvestmentadvisor #retirementplanning #RIA #Rollover #sepira #simpleira #wealthadvisor #wealthmanagement #WealthManager #QualifiedRetirementPlan #401k #Audit #businessowner #cashbalance #centralohio #CertifiedFinancialPlanner #CFP #columbus #definedbenefit #definedcontribution #feeonly #Fiduciary #Finance #financialadvisor #FinancialConsultant #financialcounselor #financialplanner #FinancialPlanning #FinancialServices #healthinsurance #moneymanagement #Ohio #payroll #registeredinvestmentadvisor #retirementplanning #RIA #Rollover #sepira #simpleira #wealthadvisor #wealthmanagement #WealthManager
Labels:

Comments

Post a Comment

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for ...
Post a Comment
Read more

Birch Gold Group Review 2023 – Best Gold IRA Company? Pros and Cons

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. See chapters in the description. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Chapters: 0:00 - Intro 0:26 - Is Gold a Good Investment? 1:03 - What is Birch Gold Group? 1:37 - IRA Eligible Coins 1:59 - Is Birch Gold Group a Legitimate Company? 2:50 - How Does Birch Gold Group Work? 3:34 - Birch Gold Group’s Fees and Investment Options 4:02 - Birch Gold Group Low Minimum Investment 4:29 - Birch Gold Group Storage and Security 5:34 - Con #1 – No Overseas Storage Options 5:49 - Con #2 – Initial Setup Fees 6:02 - Birch Gold Group Review Summary Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch...
Post a Comment
Read more