Community Electric Cooperative’s Post

An excellent resource from Samson Rope Technologies is the inspection and retirement guide. The inspection and retirement app is available to download

After 40 years in the engineering business I have started a new career in RETIREMENT.

Retirement planning is a critical task, especially for aerospace and engineering executives who plan to retire with six-figure incomes. Let's create a retirement strategy that's as efficient as your engineering designs and cut through the clutter to focus on the essentials. #retirementplanning #financialstrategy #precisionplanning

$7.4 Trillion… That’s how many dollars were in 401(k) plans at the end of 2023.  401(k) and other employer retirement plans have their place in “financial planning” and building wealth. However, 401(k) plans are extremely limited in investment choices. Here are 3 questions to ask to help gain access to more investments while avoiding penalties and taxes. 1.        Does your plan allow a personal choice retirement account (PCRA)?  2.        Does your plan allow “in-service distributions”? 3.        Did you change jobs and leave behind your 401(k)? PCRA’s essentially open the whole fund and individual stock universe to you wherever your plan is at (Schwab, Fidelity, etc.). In-service distributions allow you to roll funds to an IRA once you are 59.5. If you changed employers or retired, you have multiple options, one being rolling your money to an IRA. Expanding access to more investment choices can help you build a more well-rounded portfolio strategy. When you’re ready schedule a meeting or reach out to learn how Atlas can help. https://lnkd.in/gbjWGHDB