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Joe Calhoun, Kansas City Financial Planner

Joe Calhoun is a Kansas City Financial Planner and Investment Advisor

http://www.joecalhoun.com/

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New IRS Rule: One-Per-Year Limit on IRA Rollovers - Joe Calhoun, Financial Advisor

http://joecalhoun.com/one-per-year

New IRS Rule: One-Per-Year Limit on IRA Rollovers. On January 1st, 2015, a new IRS rule will go into effect that will only allow one (1) IRA rollover per 365 day period. It is important that you understand this rule, especially if you are considering an IRA or Roth IRA rollover or foresee a career change in the future. Highlights of the new rule:. The date on the IRA Rollover check starts a 365 day counter before another Rollover may be completed. Here’s a tip:. It is a good practice to retain records of...

2

Families - Joe Calhoun, Financial Advisor

http://joecalhoun.com/families

First Comes Love, Then Comes Marriage. Then comes the baby in a baby carriage. And then the medical bills, the daycare, the clothes, the toys, the high school, the car, the college, the vacations, the love, the marriage, the baby, etc. With proper family financial planning, this circle of life can be the greatest experience of all! Without, it can wind up being pretty disastrous. Goal Prioritization and Progress Tracking. College and Retirement Planning. Debt Repayment and Consolidation. O: 816 605 7035.

3

Business Owners - Joe Calhoun, Financial Advisor

http://joecalhoun.com/business-owners

Helping Businesses Reach Their Financial Goals. If you need a second opinion on financial decisions for your company's financial strategy, employee benefits, retirement plans, and succession plans, we are here to help. We partner with experienced professionals to give you the advice you need to move forward. Employee Stock Ownership Plans. Life, Health, and Disability Benefits. Gifting By Trust or FLP. Taxes For America and Tax Day Freebies. Posted On July 22, 2014 And has Comments are off for this post.

4

Taxes For America and Tax Day Freebies

http://joecalhoun.com/taxes-for-america-and-tax-day-freebies

Taxes For America and Tax Day Freebies. Taxes For America and Tax Day Freebies. Investing In The United States of America. Here we are at the 2015 tax deadline. Each year, I always try to find “the good” in writing a huge check to the IRS. I understand that our taxes support our economy and I am happy to support the nation we are living in (though I really did leave my heart in the great country of Costa Rica this past month! I also try to find “the free” in April 15! RA Sushi, Leawood, KS. This April 15...

5

Financial Planning - Joe Calhoun, Financial Advisor

http://joecalhoun.com/financial-planning

Retirement is only one of many goals that people use savings, investments, and insurances to achieve. Using modern tools and technology, we visualize your entire financial world as it currently exists and run analysis to determine how we can better your outlook. With account aggregation and real-time performance numbers you can track your progress toward your personal objectives. Wills and Trusts are designed to fulfill your instruction once you are no longer able to give it; however, they don’t al...

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Joe Calhoun, Kansas City Financial Planner

Our primary goal is to provide value to your life through dedicated service, focus, and organization. We are compensated for the time and resources required to comprehensively address your unique situation. We are completely open and up-front about our competitive fees and expenses, and discussing them is part of our process. We follow a fiduciary process to Organize, Formalize, Implement, and Monitor our recommendations to ensure we are doing what is right for you. We utilize many technology tools to he...

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