Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

Archive for the ‘Retirement Planning’ Category

Have you put off planning for your retirement because you find it daunting and intimidating? Are you familiar with the “3 Key Plans” you need to have in place to build a solid retirement plan?

Retirement Plan

Visualize yourself on a “three-legged stool”, each leg is a different plan that is vital to your retirement planning. All three legs have one thing in common – all of them need to support you! Each leg must be strong, balanced, and able to support you during your retirement.

So what are the three plans?

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Gavel

According to the DC district court the answer is no.  The court’s decision was based on the facts that the plan administrator didn’t intentionally misclassify the workers and the 401(k) and cafeteria plan documents specified that anyone reclassified as an employee by a court or the IRS wouldn’t receive benefits.  Based on the case it would be wise to review your plan documents with legal counsel to insure being tripped up by this in the future.

Here are 3 more tips to help you sit pretty in retirement. If you need additional assistance with your retirement planning please contact me online or call (239) 384-9688.

-Mark
Naples & Fort Myers CPA

This information is based on facts, assumptions and representations as stated and authorities that are subject to change. We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.
LEGAL NOTICE AND DISCLAIMER: The information within this blog is for informational and educational purposes only and is not tax advice and should not be used as such. The facts of each individual situation can have significantly different outcomes when applying tax law. The hiring of a CPA is an important decision not to be based solely on advertisements.

There are a few things that you can do to…

This is a Bonus Tip to the “3 Tips To Help You Sit Pretty In Retirement” eBook.

…make your retirement planning more stable!

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If you are divorced, your ex-spouse may qualify…

This is the 7th tip in our series entitled “The Nuts & Bolts of Social Security in 7 Easy Tips.”

…for social security benefits on your earnings.

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You may want to know…

This is the 6th tip in our series entitled “The Nuts & Bolts of Social Security in 7 Easy Tips.”

…what exactly the social security death benefits are.

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So you’re still a little confused about…

This is the 5th tip in our series entitled “The Nuts & Bolts of Social Security in 7 Easy Tips.”

…your social security planning?

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Over the last few blog posts, I’ve reviewed important year-end information for you.   Now we’re back to our “Nuts & Bolts of Social Security” blog series…

Social security benefits may be taxable…

This is the 4th tip in our series entitled: “The Nuts & Bolts of Social Security in 7 Easy Tips.”

…based on your modified adjusted gross income.

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You may not know exactly what you need to…

Make sure that you grab the “3 Tips To Help You Sit Pretty In Retirement” eBook from www.Makara-Assoc.com.

…be doing when it comes to Retirement Planning.

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Here piggy-piggy-piggy…

Piggy Bank

Make sure that you grab the “3 Tips To Help You Sit Pretty In Retirement” eBook.

The basis of a good Personal Savings Plan is not to have a fancy piggy bank! It’s to have mastery over your Cash Flow.

To make sure you are on track you should have the following:

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You have been saving money your entire life to get to this point….

Make sure that you grab the “3 Tips To Help You Sit Pretty In Retirement” eBook.

you have Pensions, IRAs, Annuities, and 401k’s – Think you’re all set?

You’re not!

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