Sentences with phrase «meeting about retirement plans»

Not exact matches

Misconceptions about what meeting with a financial advisor is like could be derailing you from getting a jumpstart on your retirement planning, industry experts say.

Ideally, that's about 5 (or more) years before you hope to retire, when retirement is close enough to know what you want it to look like, and yet far enough away that there's still time to hone your strategy to help meet those goals or alter your plans.

I'm willing to bet that just about every active investor you will ever meet says they plan to keep picking stocks during retirement.

Ideally, that's about 5 (or more) years before you hope to retire, when retirement is close enough to know what you want it to look like, and yet far enough away that there's still time to hone your strategy to help meet those goals or alter your plans.

With these numbers in mind, you can walk into a meeting with your retirement advisor feeling informed and knowledgeable about your plan for retirement.

In addition to information about its products and the various investments available, the Vanguard site provides members with resources for planning their retirements and meeting their individual investment goals, including income calculators, expense spreadsheets and tax filing information.

You need to talk to a CPA / EA about the IRS rules and regulations (the devil is in the details, what they write on their site is suitable for most, but there are always exceptions), and you need to talk to a retirement plan manager about setting up your Solo 401k with plan rules and definitions that will meet your needs.

We scheduled a meeting to talk about my retirement plan.

As a general practice, I'd say that when you're 10 to 15 years away from retirement, it's time to meet with a CPA to chat about specific tax - planning strategies.