EGPS’ Post

You’ve worked hard ✔️Made sacrifices ✔️ Saved diligently ✔️ You’ve earned the right to enjoy the next season of your life 🎉 Take the Checklist Challenge and make sure you haven't missed something important. https://lnkd.in/gKhbbY7G #houstonretirementplanning #financialadvisor #financialplanning #retirementincome

I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture

What if your plumber offered a service that meant you would never have a plumbing problem ever again? That would be a service seriously worth considering. Many people think “I’ll get a financial planner when I need one” this is understandable as it’s the way we think about lots of other services such as plumbers, electricians, Doctors etc The difference with a financial planner is that we will stop you getting the problems in the first place. Helping our clients avoid mistakes is crucial to their financial success. Yes we’ll sort your pensions out, get you investing properly and give you a clear plan. But it’s the mistakes we help our clients avoid that are just as valuable.

Tuesday Fiduciary Tip: Understanding Your Fiduciary Duties Grasp your crucial responsibilities under ERISA. Act solely in the best interests of plan participants, make prudent decisions, and adhere to plan documents. Knowing these duties is key to managing your plan effectively. Need guidance? We're here to help! #FiduciaryDuties #ERISA #RetirementPlans Shane Hanson Cristina Hansen, CPFA® Ashley Butz, PPC®

Is your business prepared for the latest retirement plan compliance updates? Our RPCS Team outlined the current regulatory plan document amendments and upcoming restatement deadlines. Check it out on our blog: Email us to learn more: compliance@enterpriseiron.com #RegulatoryCompliance #ComplianceServices #SECURE2 #PlanDocuments

Our latest #blog post dives into the recent extension by the IRS for certain Required Minimum Distributions. 💼💰 Don't miss out on understanding the latest updates....check it out now and stay ahead of the game! #IRS #StayInformed #CDBlog https://lnkd.in/ewnwB3qF

🌟 Client Success Story 🌟 A recent retiree faced a daunting $65K tax bill from a 401(k) withdrawal used to purchase a condo. Our firm successfully negotiated her IRS payment plan down to $200/month and is getting interest abated for the full payoff. This scenario underscores the critical need for strategic retirement planning and professional tax guidance. Read more about how proper planning can prevent such tax surprises and consider transitioning to a Roth account for tax-free retirement withdrawals. Visit our blog for detailed insights and download our free guide at CrushIRSAnxiety.com.

I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture

For many of our clients, retiring to a life of financial independence is one of their top goals for the future. But navigating Social Security and Medicare enrollment is a difficult process. And with 567 ways for married couples to collect Social Security, it’s easy to see why: too many decisions and outcomes to weigh. That’s where a proactive approach to retirement can help. That’s why we’ve partnered with a benefits expert to answer questions about top strategies for optimizing the benefits from both systems. Join us for a live webinar on Friday, September 13, at 10am PDT to learn ways to get more out of your benefits and minimize missteps (such as lifetime penalties for late Medicare enrollment). If you plan to retire in the next 10 years, it’s crucial to make sure you’re set up with the right strategies now—and we can help. RSVP today to reserve your spot: https://lnkd.in/e8GDF9EA

We understand that #EmployeeBenefitPlan participants want to know their #RetirementBenefits are safe and secure. Working with a CPA firm that has extensive industry knowledge and an impressive track record of performing benefit plan audits is critical to ensure the audit meets all applicable standards. ✅🔒 #BermanHopkins #AuditExperts