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What Issues Should I Consider If I Lose My Job?

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...
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 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 Do a Qualified Charitable Distribution From My IRA?

Can I Do a Qualified Charitable Distribution From My IRA?

Investing, Tips and Tricks

Charitably inclined investors who are age 70.5 or older may benefit from making a Qualified Charitable Distribution from their IRA (excluding Roth IRAs). This is a popular way for you to support your favorite charities while reducing your adjusted gross income (AGI)....
Am I At Risk Of Having My Identity Stolen Or Being Victim Of Fraud?

Am I At Risk Of Having My Identity Stolen Or Being Victim Of Fraud?

Family and Finances, Life Events, Tips and Tricks

There has been an increase in fraudulent and criminal activity. Now more than ever, you may be targeted financially through a variety of schemes. This checklist helps guide you through the common threats and scams, helping ensure that you are informed and actively...
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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