PCS Retirement’s Post

For those people who are unlikely to exceed the IRA exemption limit, Douglas Greenberg, President, Pacific Northwest Advisory says, “While it’s essential to be aware of the potential loss of unlimited exemption when merging 401(k) funds with an existing IRA containing non-rollover funds, this doesn’t mean one should always avoid it. Especially if you’re unlikely to exceed BAPCPA’s IRA exemption, you should weigh the simplified financial management and potential investment options against the risk of losing the exemption for some excess IRA money. #entrepreneurship #economics #business #socialnetworking #technology #startups #pnwa #investing Wealthtender MSNBC #401k

“For the young adults in their 20s and 30s, the mantra should be to start saving and investing as early as possible. Even a modest portion of your paycheck set aside can compound over time, growing into a significant sum as the years roll by,” advises Doug Greenberg, President of Pacific Northwest Advisory  #entrepreneurship #economics #business #socialnetworking #technology #innovation #pnwa #investing Wealthtender

Knowledge is power. See below.

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/gdgkTX7T. #FinancialLiteracy #AdvisorEducation

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/gw4PNAXf. #FinancialLiteracy #AdvisorEducation

By paying taxes on retirement savings early, a Roth IRA conversion can provide important benefits, including increased flexibility and a reduction the total taxes paid. https://lnkd.in/gnrhAz-k

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/gKk6QF_N. #FinancialLiteracy #AdvisorEducation

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/gw9Sq4YA. #FinancialLiteracy #AdvisorEducation

👍This is always a moving target and never an exact science. My quote in this article give a very simple calculation so you can determine a basic retirement portfolio balance to live comfortably to earn income and grow a portion conservatively for future expenses, travel or to harvest profits to generate more annual income.

April is Financial Literacy Month. Find resources that support your mission to educate clients and prospects about tax and wealth planning, Social Security, retirement planning and other financial topics. https://lnkd.in/g-T3_jjE. #FinancialLiteracy #AdvisorEducation