fiduciary401kadvisors.com
Retiring the 4% Rule | Michael Prahl
http://www.fiduciary401kadvisors.com/resource-center/retirement/retiring-the-4-percent-rule
Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. What does your home really cost? Traditional vs. Roth IRA. One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Investment Strategies for Retirement. Investment tools and strategies that can enable you to pursue your retirement goals. Have A Question About This Topic? 160; ADV Form. 160; Legal Disclaimer.
fiduciary401kadvisors.com
Is a SEP-IRA Right for Your Business? | Michael Prahl
http://www.fiduciary401kadvisors.com/resource-center/retirement/is-a-sep-ira-right-for-your-business
Is a SEP-IRA Right for Your Business? If you're like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement plan for your business can become a casualty. The idea of establishing a plan could evoke worries about complicated reporting and administration. If this sounds familiar, then you may want to consider whether a Simplified Employee Pension (SEP) may be right for you. There are no plan filings with the IRS, making adm...
fiduciary401kadvisors.com
All Calculators | Michael Prahl
http://www.fiduciary401kadvisors.com/resource-center/calculators
A Look at Systematic Withdrawals. Roth 401(k) vs. Traditional 401(k). What Is My Life Expectancy? What Is My Current Net Worth? What's My Potential Estate Tax? Taxable vs. Tax-Deferred Savings. How Compound Interest Works. What Is My Risk Tolerance? What Is the Dividend Yield? Impact of Taxes and Inflation. Contributing to an IRA? Assess Your Life Insurance Needs. Capital Gains Tax Estimator. What Is My Current Cash Flow? Paying Off a Credit Card. Interested in a Fuel Efficient Car?
fiduciary401kadvisors.com
Choosing a Mortgage | Michael Prahl
http://www.fiduciary401kadvisors.com/resource-center/lifestyle/choosing-a-mortgage
Selecting a mortgage isnt an easy process. Get a better understanding of how professionals make the right decisions. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. To Catch a Thief. Having your identity stolen may result in financial loss plus the cost of trying to restore your good name. Using smart management to get more of what you want and free up assets to invest. Have A Question About This Topic? 160; ADV Form. 160; Legal Disclaimer.
fiduciary401kadvisors.com
What If You Get Audited? | Michael Prahl
http://www.fiduciary401kadvisors.com/resource-center/tax/what-if-you-get-audited
What If You Get Audited? The chance of being audited rises with income level. In 2015, only 0.6% of those with incomes between $100,000 and $200,000 were audited; 3.8% of those with incomes between $500,000 and $1 million were audited; and 34.7% of those with incomes over $10 million were audited. Source: Internal Revenue Service, 2016. 8220;Audit” is a word that can strike fear into the hearts of taxpayers. The IRS selects returns for audit using three main methods.². Generally, the IRS audits returns w...
fiduciary401kadvisors.com
Team | Michael Prahl
http://www.fiduciary401kadvisors.com/team
Located in Scottsdale, Arizona and serving the local Maricopa County as well as several other states across the country, Fiduciary 401k Advisors is comprised of an experienced team committed to developing long-term relationships with clients. 401(k) Fiduciary and Financial Advisor. Click to read more. Financial Planner and Advisor. Click to read more. Check the background of your financial professional on FINRA's BrokerCheck. You may obtain additional information from FFEC by going to www.ffec.com. 160; ...
fiduciary401kadvisors.com
The Cycle of Investing | Michael Prahl
http://www.fiduciary401kadvisors.com/resource-center/investment/the-cycle-of-investing
The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. Understanding how a stock works is key to understanding your investments. Keys to Investing for Retirement. There are some key concepts to understand when investing for retirement. Have A Question About This Topic? Check the background of your financial professional on FINRA's BrokerCheck.
mstephensffec.com
global-and-international-funds
http://www.mstephensffec.com/resource-center/investment/global-and-international-funds
160; Marilee Stephens. Global and International Funds. Investors seeking world investments can choose between global and international funds. Whats the difference? Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them? The Investment Risk No One’s Ever Heard Of. You face a risk for which the market does not compensate you, that can not be easily reduced through diversification. 5 Smart Investing Principles. Have A Question About This Topic?
mstephensffec.com
A Bucket Plan to Go with Your Bucket List | Marilee Stephens
http://www.mstephensffec.com/resource-center/retirement/a-bucket-plan-to-go-with-your-bucket-list
160; Marilee Stephens. A Bucket Plan to Go with Your Bucket List. The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is no easy answer to this challenge, but let’s begin by discussing one idea—a bucket approach to building your retirement income plan. The Bucket Strategy can take two forms. 178; Fi...
gibsonwealthmanagement.com
Glossary | Gibson Wealth Management
http://www.gibsonwealthmanagement.com/tools/glossary
Why choose Gibson Wealth Management? A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lowe...
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