Start with the question: Do you have a retirement account in an employer's defined contribution plan (e.g. 401(k), 403(b), etc.)?
Download the Decision Tree
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
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.
Click here for 2023's Types of Retirement Plans for Closely Held Businesses Guide, Courtesy of Melone Private Wealth
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.
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.
We work with CPAs every day.
To learn more, click here for our CPA Resources
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.
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Our tools will assist CPAs in serving their clients
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5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone
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The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company, An Interview With Jason Hartman
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