In this week’s Powell Perspective, Thomas J. Powell discusses IRAs and the different types of IRAs in “The Main Event: Traditional IRA v. the Roth IRA v. the Self-Directed IRA.” Please visit our website at www.thepowellperspective.com. Visit today to receive a free e-book written by Thomas J. Powell entitled: “Real Estate Risk and Retirement Planning Pt. 1.” Thank you for watching and please feel free to contact Mr. Powell at tom.powell@powellperspective.com.
Why is it important to have a financial plan for retirement? Rick Rodgers tells of Jonas Beiler, who put all his retirement savings in a 401(k), and after retiring wanted to pay off his last remaining debt, a mortgage, by withdrawing funds from that account all at once. “I think it’s an admirable objective–that when we get to retirement we have money accumulated and we’re out of debt. I think that’s a good goal for most people… And so, I want people to start to think about planning well before they retire. Rick Rodgers is the author of The New Three-Legged Stool: A Tax-Efficient Guide to Retirement Planning, www.amazon.com His independent wealth management firm is Rodgers & Associates, www.rodgers-associates.com
vbusa.org A wartime veteran or a widow(er) of one, could be eligible for up to $1949 per month. It’s the Veterans Improved Pension Benefit which includes the Aid and Attendance Benefit. Spousal help in providing care could negate the benefit. Learn more.
Unbiased Wealth Management Inc helps you manage your entire net worth & by helping you manage your relationship with money proactively. Our focus is on aligning your income, behaviours and net worth goals with your core values as well as working to create balance between current and future (retirement) lifestyle needs. Call for a private meeting: (403)231-1936 Visit website: www.UnbiasedAdvice.com Calgary Video Production by: BizBOXTV.com
BNI Clifton VA President Curtis Congdon welcomes you to the top Northern Virginia business networking group. Curtis Congdon, CRPC* Financial Advisor Chartered Retirement Planning CounselorSM Lara, Shull & May, LLC 7600 Leesburg Pike Suite 120 East Falls Church, VA 22043 direct 703-462-2573 cell 703-975-7837 fax 703-827-2314 toll free 1-800-842-8834 curtisc@larashullmay.comwww.larashullmay.comwww.larashullmay.com Curtis Congdon is a comprehensive advisor who considers his level of responsibility to his clients as that of a “personal CFO.” He joins Lara, Shull & May after four years’ experience at Ameriprise Financial’s Washington DC market group, where he was a top advisor, advisor coach, career development conference qualifier and Mercury award winner. Working with successful individuals and families who seek personalized financial advice, clients consider Curtis a “trusted resource” and appreciate his disciplined approach to providing customized solutions to meet their unique needs. Curtis believes strongly that a team approach is crucial to achieving proper wealth management. Leveraging the broad expertise and resources at LSM, he strives to ensure that he consistently provides expert guidance in financial, retirement, college education, business and investment planning. A graduate of James Madison University with a BBA Business and concentration in finance, Curtis currently holds Series 7, Series 66, Life and Health Insurance licenses and is a Chartered Retirement …
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Come along with me and see if Dan Ariely’s “Predictably Economics” can help us see if Making Money Ideas Do Succeed thru to Financial Retirement Planning With Help from Behavioral Economics.
