Featured Flow Chart: Can I Avoid Taking My RMD After Reaching My Required Beginning Date (RBD)?
Start with the question: Do you have a retirement account in an employer's defined contribution plan (e.g. 401(k), 403(b), etc.)?
2022 Retirement Plan Comparison Chart
This handy guide can help you narrow the focus and zero in on a retirement plan that could work for you in 2022. Because of the complexities involved with qualified retirement plans, always consult your legal or tax advisor to be sure you are complying with the rules.
Click here for the: 2022 Retirement Plan Comparison Chart, Courtesy of Melone Private Wealth
2023's Retirement Plans for Closely Held Businesses: A Business Owner's/CPA's Reference Guide
This whitepaper is a guide for you and your clients.
It will help in determining which plan is most appropriate for your client's situation and items to be reviewed.
Episode 4: Building A Portfolio for Retirement and How to Take Withdrawals So Your Money Outlives You
DBusiness editor R.J. King and Lou Melone, CFP® discuss the fundamentals of behavioral investing in episode one.
The new podcast episode reviews the details in portfolio construction, asset allocation, strategies behind taking withdrawals, portfolios in bear markets, and historic returns regarding investments such as stocks and bonds.
Unpack Your Financial Baggage
In his new book, Lou Melone, CFP outlines how you (or a client) can employ the principles and practices of financial planning to acquire long-term wealth for both family and those you cherish most.
Financial Planning Content for CPAs
Our goal is to give CPAs information that will allow them to speak with clients about their retirement goals and how a financial plan will benefit them.
Authority Magazine
5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone
Authority Magazine
The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company, An Interview With Jason Hartman
