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Retirement Planning

The Roth 401(k) – and Why It is So Important


www.rothira-advisor.comNoted retirement planning expert James Lange shares some of his tips on how to plan for retirement and beyond. Jim has dedicated his life to helping others achieve their goals for a healthy and happy retirement.

Be the first to comment - What do you think?  Posted by - January 11, 2012 at 9:41 am

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Ask USAA: What are the limits for ROTH IRA contributions in 2011?


Scott describes the two types of contribution limits and how your age fits into in the mix.

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Baby Boomers Feeling Good


You need to feel good to have a successful retirement. Plan your retirement and consult a Retirement Coach to guide you. For more info, log on to RedesignRetirement.com http JenniProctor.com

Be the first to comment - What do you think?  Posted by - January 10, 2012 at 9:36 am

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Retirement – Part 2 (Beth Tfiloh Alumni Council Financial Planning Seminar)


The Beth Tfiloh Alumni Council recently hosted a financial planning seminar for all Beth Tfiloh alumni. The event was moderated by Joel Fink ’01, a Phi Beta Kappa and Magna Cum Laude graduate from Franklin & Marshall College and a Chartered Retirement Plans Specialist, Joel Cohn, a graduate of the Wharton School of Business at the University of Pennsylvania and a member of the Beth Tfiloh Board of Trustees with two children attending the school and Joshua Mauer, a graduate of Clark University who holds a JD from the University of Baltimore School of Law and has been working as a financial advisor since 1999 and has two daughters enrolled at the school. In this clip, Joel Fink concludes his discussion on retirement plans.

Be the first to comment - What do you think?  Posted by - January 9, 2012 at 9:40 am

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Individual Retirement Accounts (Beth Tfiloh Alumni Council Financial Planning Seminar)


The Beth Tfiloh Alumni Council recently hosted a financial planning seminar for all Beth Tfiloh alumni. The event was moderated by Joel Fink ’01, a Phi Beta Kappa and Magna Cum Laude graduate from Franklin & Marshall College and a Chartered Retirement Plans Specialist, Joel Cohn, a graduate of the Wharton School of Business at the University of Pennsylvania and a member of the Beth Tfiloh Board of Trustees with two children attending the school and Joshua Mauer, a graduate of Clark University who holds a JD from the University of Baltimore School of Law and has been working as a financial advisor since 1999 and has two daughters enrolled at the school. In this clip, the panelists discuss what an Individual Retirement Account (IRA) is and how it differs from other retirement plans.

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401k Series Video 4


www.myfinancialmasterplan.com, 401k and retirement, what works and what does not. How to make a plan for how you will set up you retirement and manage your 401k.

Be the first to comment - What do you think?  Posted by - January 8, 2012 at 9:46 am

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Personal Finance & Retirement Planning Tips : Why a Will & Testament is Important


A will & testament is an instrument that allows an individual to speak for themselves, through the will, if they cannot in real life. Protect possessions with tips and advice on how to write a living will from anexperienced financial adviser in this free video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace. Filmmaker: Reel Media LLC

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