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The Retirement Planning Group
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Am I Eligible For An IDR Plan For My Federal Student Loans?

Am I Eligible For An IDR Plan For My Federal Student Loans?

College Planning, Family and Finances, Financial Planning

Income-Driven Repayment (“IDR”) Plans can be an attractive option for federal student loan borrowers. These plans can make monthly payments more manageable, and offer forgiveness after a term of years. Eligibility depends upon a variety of factors, and must be...
Is the Distribution From My 529 Plan Taxable?

Is the Distribution From My 529 Plan Taxable?

College Planning, Investing, Tax Planning

Investing in a 529 plan can be an effective strategy to save for college. There are, however, some overlooked nuances related to 529 account distributions. And oftentimes, those nuances are not addressed (or even discovered) until after the distribution has occurred...
529 Plan Features That People May Not Know

529 Plan Features That People May Not Know

College Planning, Family and Finances

In 1996, Congress passed a law creating the 529 Plan to help families save for college. The 529 plan allows you to contribute to an account where the money grows tax deferred. If you use the money to pay for qualified education expenses, then the distribution is...
Maximizing the Savings with 529 Plans

Maximizing the Savings with 529 Plans

Building Wealth, College Planning

One huge change in the recent Tax Cuts and Jobs Act applies to 529 college savings accounts. Up until now, 529s have been chiefly used as savings vehicles for college expenses. Now there is another way you can use a 529: to pay K–12 tuition. What does this mean for...
Getting Yourself College Ready

Getting Yourself College Ready

Building Wealth, College Planning

Whether it’s your first child or your last-child, sending your kids off to college can be challenging, emotional and at times extremely stressful. One of the most important things that you can do to make this transition easier is to be prepared. If you have...
The Retirement Planning Group

Company

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  • Contact Us
  • Education Center
  • Client Login

Meet Your Team

  • Your Team
  • Client Promise
  • How We Work

What You Get

  • Retirement Planning
  • Portfolio Management
  • Rebalancing
  • Tax Return Prep & Filing
  • Estate Planning
  • Mobile App

Portfolio Management

  • Portfolios Built for You
  • Your Interests First
  • Regularly Monitoring
  • How We Select Investments

Tax Returns

  • Tax Done Right
  • Tax Solutions

Locations

  • Nationwide
    • Kansas City (Leawood)
    • St Louis (Chesterfield)
    • Denver
    • Cleveland-Akron

Disclosures

  • Privacy Notice
  • ADV Part 2 & Privacy Policy
  • Form CRS
  • Financial Advisors
  • Retirement Planning
  • Wealth Management
  • Smartvestor Advisors
  • Burns & McDonnell

The Retirement Planning Group Inc. is registered with the Securities and Exchange Commission and has clients nationwide. We offer retirement planning, wealth management and financial planning services. 

Contact us at 913-498-8898  Privacy Notice | ADV Part 2 | Form CRS

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Retirement Planning Group mentioned in: Ingram’s-Retirement Planning, Forbes-Financial Advisors get qualified leads form SmartAsset, Bloomberg-Consumer Finance, RIABiz-How two Wachovia breakaways broke some rules and grew $23 million AUM to $320 million in seven years, Business Insider-This Startup Aims To Solve A Financial Problem Most People Don't Even Realize They Have, Business Journal-OP startup Blooom pitches green thumb for 401(k) management


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