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

This is how Gold Performs when Inflation is High | Gold Investing | Hedge Against Inflation

Get free access to our latest research idea instantly. Visit: Is gold the best hedge against inflation? Find out… Gold is back in the news as inflation soars. Investors are once again showing interest in the yellow metal as a hedge against inflation. But what do the charts say? How well does gold perform when inflation is high? Find the answer in this video. #Gold #Hedging #Inflation *Stay Connected with Brijesh Bhatia*   △ Brijesh Bhatia’s YouTube Playlist: △ Brijesh Bhatia’s Telegram Channel: △ More on Brijesh Bhatia: △ Brijesh Bhatia Latest Ideas:  *Stay Connected with Equitymaster* ✅ Latest Research Idea: ✅ Free Reports: ✅ Telegram: ✅ Twitter: ✅ Google News: This video is for information purposes only. It is not a stock recommendation and should not be treated as such. Please read our Terms of Use and Privacy Policy here - ... ( read more ) LEARN ABOUT: Investing During Inflation REVEALED: ...
Post a Comment
Read more

What is Required Minimum Distribution for IRA's, 401K's, etc?

Visit my Channel URL for more related videos. Here’s the link: CLICK COMMENTS BELOW TO SEE MORE. A FREE eBook, MY FREE CATECHISM and MY FREE BIBLE HISTORY (made up of The New Testament and The Old Testament), have the following features: 1. They have an imprimatur, which means it is approved by the Catholic Church. 2. They are up-to-date, but written from a conservative, traditionalist standpoint. 3. They are illustrated with plenty of colorful illustrations, which make the book interesting and easier to read. 4. The eBook, MY FREE CATECHISM, is written in question-and-answer format. Request your FREE copy of MY FREE CATECHISM here: Request your FREE copy of THE BIBLE HISTORY here, which comes in two volumes: The Old Testament and The New Testament: Link from AARP: Link to IRS website: ... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Bac...
Post a Comment
Read more

Yandel&Feid - Yandel 150 - Zumba®fitness with Ira @yandel

✔ Subscribe to Channel - ✔Instagram - ✔Facebook - You like this video - PUT A THUMBS UP AND LEAVE COMMENTS! ----------------------------------------------------------------------------------------------------------- Hello! I'm irina goron, and I live in Jerusalem. I've been a ZIN™ Member since Mar 2011 and I absolutely love teaching Zumba classes. The reason is simple: Every class feels like a party! I am currently licensed to teach Zumba, Zumba® Toning, Zumba Sentao®, Zumba Gold®, Zumba® Kids & Kids Jr., Zumba® Step. Come join me, I guarantee you will have a blast! Got questions, don't hesitate to drop me a message! ----------------------------------------------------------------------------------------------------------- Jerusalem 2020! Enjoy my zumba friends! Song: Yandel&Feid - Yandel 150 Choreo: Ira Goron... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver...
Post a Comment
Read more