RPCSI - Retirement Plan Concepts & Services, Inc.的动态

Did You Know? Fun Facts About Retirement! - The average retirement age in the U.S. is around 65. - About 75% of retirees wish they had saved more. - Many retirees find fulfillment through volunteering, with about 30% engaging in community service. Retirement is a time of change, and these facts remind us of the importance of planning and community involvement. What does your plan look like? Let’s discuss! #LightbridgeWealthManagement #RetirementPlanning #Retirement

Marking your birthday milestones can help you plan better for retirement. Here are some important ages to keep in mind: - 50: Catch-up contribution to retirement plans - 55: Penalty-free distribution from 401(k)s if retired - 59?: Penalty-free distribution from most retirement plans - 60: Early Social Security benefits for surviving spouses - 62: Early Social Security benefit claims - 65: Medicare - 66/67: Social Security Full Retirement Age - 70: Maximum Social Security benefit - 70?: Qualified Charitable Distributions (QCD) - 73: Required Minimum Distributions (RMD) on retirement accounts Stay on top of these important dates and plan for a comfortable retirement. #retirementplanning #financialplanning #birthdaymilestones

?We recognize the unique needs of employees working in public education, nonprofits, and certain other tax-exempt organizations when it comes to retirement planning. The 403(b) plan is a powerful tool tailored specifically for these sectors, offering a tax-advantaged way to save for the future. With benefits like tax-deferred contributions, potential employer matching, and a range of investment options, 403(b) plans can significantly bolster retirement savings. We’re here to help our clients navigate the complexities of these plans, ensuring they can maximize their benefits and secure a financially stable retirement. Let’s work together to build a brighter future.??

?? Secure Your Retirement with Non-Concessional Contributions What are the non-concessional contributions? A Complete Guide Confused about non-concessional contributions and how it is different from the concessional ones? Our comprehensive guide is here to help you explain everything! Discover how these contributions maximise your retirement savings, from their definition to nurturing strategies. Check out our guide and get all the insights you need! Click here https://lnkd.in/g7uKzkVN #NonConcessionalContributions #SuperannuationGuide #RetirementStrategy #RetirementSavings

Empower is expanding its retirement income suite to include new solutions from Allianz and Franklin Templeton. This move expands Empower's product offering, giving more Americans options to plan for their unique future income needs.

Empower is expanding its retirement income suite to include new solutions from Allianz and Franklin Templeton. This move expands Empower's product offering, giving more Americans options to plan for their unique future income needs.

The 5 Year Lookback is a Medicaid policy that can prevent you from getting coverage as a senior. If you are planning for retirement, don't forget to plan for if you need long term care. Learn more about how you can qualify for Medicaid and maximize your retirement funds and assets. https://lnkd.in/gF4R5QZ5 #MedicaidPlanning #EstatePlanning #Attorney #Durham

Building a secure retirement is a lot like planting a tree - small actions today lead to strong, fruitful outcomes tomorrow. ?? Start laying the groundwork now with these essential steps to ensure your golden years are as comfortable as they can be. Need some guidance? 1Legacy is here to support you every step of the way. #RetirementReady #1Legacy #RetirementPlanning

On #WorldHumanRightsDay, we recognize that economic empowerment is an essential part of human rights. Financial security should be accessible to everyone, which is why we’re committed to making retirement planning easy. ???? At The R.O.W. Group, we believe in the power of education and guidance. That’s why we offer in-person 401(k) enrollments—providing employees the chance to learn, ask questions, and have confidence in their retirement plans. We’re proud to support individuals on their journey to retirement, promoting not just wealth-building but economic empowerment for all. #HumanRightsDay #EconomicEmpowerment #FinancialSecurity #RetirementPlanning #FinancialPlanning 7369076.1

Over 4 million Americans retire every year. Many of which have real world concerns on when to claim Social Security, how to approach healthcare and long-term care costs, or how to best leverage employee retirement plan savings. This is why I've partnered with The American College of Financial Services to take this important Retirement Income Certified Professional (RICP??) designation program which helps to address all of these topics at the highest level! #ContinuingEducation