by Mark Ballasch | Apr 7, 2020 | All Categories, Financial Literacy, Planning, QRP - Qualified Retirement Plans
I’d like to share a story about one of our clients that has been retired for ten years. We will call her Jenny, to protect her true identity. Learn how she managed to turn around her retirement account that was losing nearly 8% into positive double digit returns...
by Mark Ballasch | Jan 12, 2020 | All Categories, QRP - Qualified Retirement Plans
A proper Qualified Retirement Plan allows the person to save thousands and thousands of dollars over the years, but most importantly to protect the funds inside of the plan in the event of personal bankruptcy or lawsuits of any kind. There is a very low chance...
by Mark Ballasch | Jan 2, 2020 | Investsments, QRP - Qualified Retirement Plans
Knowledge gaps can really come back to haunt you, especially when it comes to your financial situation in retirement. Social Security can be complex and confusing, but it will be an important part of almost everyone’s retirement plan. Half of married couples...
by Mark Ballasch | Dec 14, 2019 | All Categories, Investsments, QRP - Qualified Retirement Plans
There are many types of retirement accounts available. The most common one is listed below: Solo 401(K), 401K offered by an employee. Health savings accounts 403(B)Â -Â offered by an employee. Simple IRA SEP IRA Traditional IRA Roth IRA 401(k) or 403(b)...
