Posts Tagged ‘retirement’

Retirement Planning – Spotlight September 2010

www.producersweb.com The September Spotlight on Retirement Planning discusses the growing sense of optimism among older workers regarding retirement; the disloyalty of high-balance retirement participants at rollover time; and insurers’ attempts to have annuities included in 401(k) plans.

43 Retirement Planning Concept

Retirement Plan 401k # 3-Rollover 401k To IRA-Self Directed 401k Retirement

www.myfinancialmasterplan.com, 401k and retirement, what works and what does not. How to make a plan for how you will set up you retirement and manage your 401k.

Retirement Plan 401k # 1- Rollover 401k To IRA-Self Directed 401k Retirement

www.myfinancialmasterplan.com 401k and retirement, what works and what does not. How to make a plan for how you will set up you retirement and manage your 401k.

Retirement Planning – Spotlight December 2009

www.producersweb.com The December Spotlight on Retirement Planning discusses the fact that, of the companies that have suspended matching contributions to their 401(k) plan, nearly half, 46.7 percent, have either already reinstated the match or plan to do so in the first quarter of 2010; findings that Participation in 401(k) plans, regardless of age or income, rises according to the size of a company; and how the net assets of the US variable annuity industry posted an increase for the first time in five quarters.

Retirement – Part 2 (Beth Tfiloh Alumni Council Financial Planning Seminar)

The Beth Tfiloh Alumni Council recently hosted a financial planning seminar for all Beth Tfiloh alumni. The event was moderated by Joel Fink ’01, a Phi Beta Kappa and Magna Cum Laude graduate from Franklin & Marshall College and a Chartered Retirement Plans Specialist, Joel Cohn, a graduate of the Wharton School of Business at the University of Pennsylvania and a member of the Beth Tfiloh Board of Trustees with two children attending the school and Joshua Mauer, a graduate of Clark University who holds a JD from the University of Baltimore School of Law and has been working as a financial advisor since 1999 and has two daughters enrolled at the school. In this clip, Joel Fink concludes his discussion on retirement plans.

Retirement – Part 1 (Beth Tfiloh Alumni Council Financial Planning Seminar)

The Beth Tfiloh Alumni Council recently hosted a financial planning seminar for all Beth Tfiloh alumni. The event was moderated by Joel Fink ’01, a Phi Beta Kappa and Magna Cum Laude graduate from Franklin & Marshall College and a Chartered Retirement Plans Specialist, Joel Cohn, a graduate of the Wharton School of Business at the University of Pennsylvania and a member of the Beth Tfiloh Board of Trustees with two children attending the school and Joshua Mauer, a graduate of Clark University who holds a JD from the University of Baltimore School of Law and has been working as a financial advisor since 1999 and has two daughters enrolled at the school. In this clip, Joel Fink discusses the various retirement plans available to you, including IRA, 401(K) and 403(B), and why it is important to start one now.