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Changes in contribution rates for retirement plans mean that some clients need to rethink their nest eggs.
Just because you give your clients great advice on all their other accounts doesn't mean they follow your counsel with their 401(k). Whether you are compensated or not, demonstrate you care by reviewing their 401(k) accounts to ensure that they are making the right decisions.
Unless you're in the extreme minority, your 401(k) plan has some features that are lacking. Fix it.
In the quest for lifelong retirement income, many advisors and their clients follow strategies that have yet to be proven. Will a buy-and-hold portfolio hold up for 30 years? (Only if you're lucky.) Will a low-risk portfolio have a longer life? (There's a 60% chance of depletion.) How about buying a term annuity and investing the rest? (Then you face a 56% chance of depletion.) We identify the strategies and their probability of success.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024