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The Retirement Planning Group
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Can I Contribute To My Roth IRA?

Can I Contribute To My Roth IRA?

Building Wealth, Financial Planning, Investing, Retirement Planning

A Roth IRA is a great option if you are looking to save after-tax dollars, offering the opportunity for tax-free growth and relaxed distribution rules. Unfortunately, eligibility to contribute to a Roth IRA is subject to restrictions, which can cause confusion. To...
Should I Consider Doing a Roth Conversion?

Should I Consider Doing a Roth Conversion?

Financial Planning, Retirement Planning

There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that investors could consider. This flowchart...
What Issues Should I Consider Before The End Of The Year?

What Issues Should I Consider Before The End Of The Year?

Estate Planning, Financial Planning, Investing, Retirement Planning

The end of the year provides a number of planning opportunities and issues for investors. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. In this checklist, we cover...
What Issues Should I Consider For My Aging Parents?

What Issues Should I Consider For My Aging Parents?

Family and Finances, Financial Planning, Life Events

Becoming a caregiver for aging parents can be a drain emotionally and can carry financial ramifications both for parents and for the caregiver children. Helping to understand and manage the financial issues involved can make the situation a bit easier for all.  In...
How An HSA Can Help You Accumulate Wealth

How An HSA Can Help You Accumulate Wealth

Financial Planning, Health Care

Many people save for retirement by contributing to their employer’s 401K plan, IRAs, and Roth IRAs. But, what about using a Health Savings Account (HSA) to accumulate wealth for retirement? What is an HSA? Congress created the HSA as a way for people to save money to...
What is a Mega Backdoor Roth IRA? A Free Guide to This Tax Strategy

What is a Mega Backdoor Roth IRA? A Free Guide to This Tax Strategy

Financial Planning, Investing, Retirement Planning, Tips and Tricks

What is a Mega Backdoor Roth Contribution? A Mega Backdoor Roth Contribution is not as scary as it sounds. Here’s how it works: You make a non-Roth after-tax contribution to an employer 401(k) plan (if permitted by the employer’s 401(k) plan...
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The Retirement Planning Group

Company

  • About
  • 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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