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Should I Take My Pension As A Lump Sum?

Should I Take My Pension As A Lump Sum?

Financial Planning, Retirement Planning, Tips and Tricks

Although increasingly rare, employer pensions can make up a considerable portion of your expected retirement benefits. Whether you are nearing retirement or are already receiving ongoing pension payments, you may have the option to choose a lump sum...
Should I Take My Pension As A Lump Sum?

What Issues Should I Consider If I Lose My Job?

Financial Planning, Life Events, Tax Planning, Tips and Tricks

In today’s economic uncertainty, business closures and layoffs are increasingly common. The loss of a job can cause serious stress both personally and financially. To help you through a disruption in employment, we’ve created the checklist “What Issues Should I...
What Accounts Should I Consider If I Want To Save More?

What Accounts Should I Consider If I Want To Save More?

Building Wealth, Financial Planning, Tips and Tricks

When an investor has a surplus cash on hand that they want to save for the future, they often need help identifying all of the different account types to consider. This checklist provides a structured outline to guide available and appropriate saving strategies. It...
Should I Roll Over My Dormant 401(k)?

Should I Roll Over My Dormant 401(k)?

Retirement Planning, Tips and Tricks

401(k)s and IRAs have many unique features that may be beneficial to you depending on your circumstances. The decision to roll funds out of a former employer’s plan involves more factors than just fees and investment selection. To help make this analysis easier, use...
Can I Make A Mega Backdoor Roth IRA Contribution?

Can I Make A Mega Backdoor Roth IRA Contribution?

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...
Can I Make A Deductible Contribution To My HSA?

Can I Make A Deductible Contribution To My HSA?

Family and Finances, Financial Planning, Health Care, Retirement Planning, Tax Planning, Tips and Tricks

The HSA contribution rules are generally straightforward. However, the rules can become complicated in years when there will be a change to healthcare coverage. Perhaps an investor is moving from individual to family coverage, or they are leaving their health plan, or...
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The Retirement Planning Group

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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. 

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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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