Odyssey Advisors’ Post

It’s easy to forget about our retirement plan accounts which are setup to automatically help save for the future. What questions should you be considering to ensure your retirement accounts are up to date? https://buff.ly/48JWYqS

Take a moment to decide if it's time to sponsor a retirement plan this year. By establishing a plan for your retirement, you can transfer the time and energy you'd spend preparing for your future to what matters most—growing your business. https://lnkd.in/gb6R6yZs

2024 has brought significant transformation, including changes to tax brackets, retirement contribution limits, and more. If you're wondering about the impact that these changes may have on your retirement plan, make sure you read this week's blog: https://hubs.ly/Q02lRT990 #FinancialAdvisor

Take a moment to decide if it's time to sponsor a retirement plan this year. By establishing a plan for your retirement, you can transfer the time and energy you'd spend preparing for your future to what matters most—growing your business. https://lnkd.in/gQHZDEef

Did you know only 28% of individuals aged 55 to 59 have a clear retirement plan, with 17% unaware of their available choices. At the Defined Contribution Conference, Philip Smith from TPT Retirement Solutions will delve into 'Decumulation Decoded: Supporting Members Through Retirement'. Join us to learn how to navigate the new decumulation requirements and support your members effectively! Register here to listen in on the session: https://incm.pub/4cgo7mE

Even if your retirement account balances are behind schedule, there are some concrete steps you can take now to shore up your retirement assets. In this article, you'll find three questions that can help get you started on a solid plan for retirement: https://hubs.la/Q02nCRmq0

Cash Balance Plans often allow for higher contribution limits versus other retirement plans like 401(k)s. Higher limits may enable participants, especially those closer to retirement, to rapidly increase their savings Schedule a call to see if a CB plan can help your business https://lnkd.in/g-R5tMui

Take a moment to decide if it's time to sponsor a retirement plan this year. By establishing a plan for your retirement, you can transfer the time and energy you'd spend preparing for your future to what matters most—growing your business. https://lnkd.in/gwTHGAyh

What does your retirement funding plan look like? Preparing for retirement involves factors like establishing goals, considering risks, and understanding different sources of funding. Learn more here: https://bit.ly/3Zrchko #WellingtonAltus #WealthPlanning

The typical retirement strategy is built on the pillars of your 401(k) plan, your Traditional IRA, and taxable savings. Getting the instruments of your retirement to work in concert has the potential to help you realize the retirement you imagine. Read more on orchestrating your retirement accounts here: https://hubs.la/Q02n36g20