Howard K. Bellet, CFP®, CRPC®, MBA

Advisors want flexible 401(k) solutions they can customize for clients large or small. That’s exactly where Ascensus shines. Whether your clients are starting new retirement plans—or have established plans they want to optimize—we'll help you get there. Check out our 401(k) retirement solutions here: https://bit.ly/3QQfyGP

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Master the Art of Rolling Over from Traditional IRA to Roth IRA! Are you a financial advisor looking to optimize your clients' retirement plans? In today’s competitive landscape, it’s essential to maximize efficiency and growth while navigating the complexities of IRA rollovers. Our latest article, "Strategic Rollover from Traditional IRA to Roth IRA: Mitigating Risks and Maximizing Rewards," dives deep into: ✅ The basics and advantages of a Roth IRA conversion ✅ Key rules and potential pitfalls to watch out for ✅ Real-world scenarios demonstrating successful strategies ✅ Expert tips on leveraging low-income years, cash reserves, and phased conversions At Empire Marketing Partners, we're dedicated to equipping you with the knowledge and tools needed to navigate these decisions effectively. Don’t miss out on this comprehensive guide designed to position your clients for long-term success. 🔗 https://lnkd.in/gSbcN2pW Let’s work together to deliver exceptional advisory services and optimize retirement portfolios! #FinancialAdvisors #RetirementPlanning #RolloverTraditionalIRAtoRoth #IRA #RothIRA #FinancialPlanning #EmpireMarketingPartners

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Do you have all the tools to help your clients enter retirement confidently? Through client conversations and an adaptable strategy, you can help improve their retirement readiness. See my suggestions for steps to help clients succeed. https://lnkd.in/gXTQ9_56

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Most retirees manage their money to preserve or increase their assets. Explore if a deferred annuity paired with a drawdown strategy can help.

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No two retirement savers have the same financial situation, which is why both target date funds and managed accounts have a place in plan design. This 401(k) Day, learn how these investment solutions can help your employees achieve their retirement goals:

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What happens if you run out of money during retirement? It's a scenario no one wants to face, but it's crucial to plan for. Alarmingly, nearly 50% of people fear they will run out of money during retirement. Running out of funds can lead to significant stress and a reduced quality of life. Proper planning, including diversified investments and savings strategies, can help ensure a secure and comfortable retirement. Have you reviewed your retirement plan lately? #RetirementPlanning #FinancialSecurity #WealthManagement #RetirementSavings #FinancialPlanning #InvestWisely #SecureFuture #PersonalFinance

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Introducing the subject of charitable giving may feel daunting. However, with a few thoughtful approaches, these conversations can feel more natural and rewarding for both client and advisors. https://bit.ly/49cUSAL In this guest post, Kathleen Rehl, a "reFired" financial planner and educator in philanthropic planning, shares insights, thought-provoking questions, and sample scenarios to help advisors begin and navigate charitable giving conversations, reducing any risk of awkwardness or overstepping. #advicers

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Advisors Say They Discuss These 7 Retirement Issues. Clients Disagree: A recent study identified significant gaps between the retirement planning topics advisors recall talking about with their clients and those that clients remember discussing, suggesting that advisors could consider ways to create better client engagement so that they absorb key messages and recognize the value their advisor is providing. (John Manganaro | ThinkAdvisor) More in weekend reading:

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