Odyssey Advisors’ Post

Running out of money in retirement is a common fear, but with the right plan, it doesn’t have to be. Read our FREE report to help you understand strategies that can help ease your worries. https://lnkd.in/enWgT9Rf #income #retirementplanning #financialplanning

Your transition into retirement is an exciting time. Put in the effort ahead of time and make sure your finances are in order so you can live life the way you want. Read on to learn more: https://bit.ly/4eY3T2T

Running out of money in retirement is a common fear, but with the right plan, it doesn’t have to be. Read our FREE report to help you understand strategies that can help ease your worries. https://lnkd.in/enWgT9Rf #income #retirementplanning #financialplanning

Don’t miss out on a crucial opportunity to secure your retirement and enjoy valuable tax advantages! As a business owner, enrolling in a retirement plan during open enrollment, from October 1st to December 12th, allows you to tailor your savings to meet your unique business goals. Whether it’s an IRA or another retirement option, this is your chance to reduce your tax liability while building a solid financial future. Take control, invest in yourself, and ensure your hard work pays off down the road. Act now before the enrollment window closes! #RetirementPlanning #BusinessOwners #FinancialFuture #OpenEnrollment #IRA #TaxBenefits #RetirementSavings #PlanForTheFuture #SmallBusiness #FinancialSecurity #MaximizeSavings #MinimizeTaxes #SecureYourFuture #EntrepreneurLife #BusinessSuccess

Are you self-employed? There's still time to contribute to *some* retirement plans, like SEP-IRAs, IRAs, and employer contributions to Profit Sharing and SIMPLE-IRAs. How much could you contribute? Use this calculator and talk to your tax professional and financial advisor about what works best for your situation.

Are you worried about running out of money in retirement? With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you've always dreamed of while minimizing taxes on your income. Check out our helpful tips: https://lnkd.in/e3jbeaWF #financialplanning #wealthmanagement #retirementplanning #financialfreedom

Issue #15 of NO NOTES! just hit the stands. You'll find: 1) How to make a dramatic impact on your future by incorporating yourself 2) We're all biased 3) Reduce taxes through retirement plans and 4) You know more than you think. Let me know if you want a copy! #investing #financialadvisor #financialplanning #saving #retirementplanning

“Where can a business owner invest the proceeds, from the sale of their business, that offers any tax-favored status? - Can the money be put into a tax-qualified retirement plan? NO - What about a pension or profit-sharing plan? DOUBLE NO - What about a Roth IRA? Once again, NO. Why? Because these plans have contribution limits” If you are a business owner, and are looking for a way that allows you to save up for #flexiblesavingplan, #collegesavings or #taxfreeretirement, then I have the perfect tools and solutions for you. DM me for more information. #smallbusiness #smallbusinessfinance #smallbusinessowners #smallbusinessaccounting #smallbusinesstaxes

True! Yes, you can roll over your 401(k) into an IRA without paying taxes—as long as you follow the proper steps. This can be a great strategy to maintain the tax-deferred status of your retirement savings and open up more investment options for your future. At Delaware Wealth Planners, we help you navigate these important decisions so you can maximize your retirement savings and avoid unnecessary tax penalties. Reach out today to see how we can guide your financial journey. www.DWPFinancial.com #DelawareWealthPlanners #DWP #WealthManagement #FinancialAdvisor #InvestmentStrategies #FinancialPlanning #PersonalFinance #RetirementPlanning #401k #SmartInvesting #FinancialAdvice #PlanForTheFuture #401kRollover #IRARollover