Did you know? There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement
plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an employer
retirement plan. Learn more about retirement plan rollovers: https://hubs.la/H0w-9XC0
Have you recently moved employers? Or have you been affected by layoffs? Our latest blog covers the process of rolling over your employer retirement plan assets: https://hubs.la/H0wJjXT0
POINTFG.COM
Nuts and Bolts: How to Roll Over Your Employer Retirement Plan Assets
We check in again today on some of the real-time economic data that LPL Research is monitoring to provide timely and valuable insights into the state of the US economy. Traditional economic data is often reported too slowly to pick up the changes that are occurring in response to the COVID-19 pandemic. Read today's #MarketUpdate here: https://hubs.ly/H0wDLwN0
If you are considering a retirement plan for your business, you have to determine what works best for you and your business needs. The rules regarding employer-sponsored retirement plans are very complex and easy to misinterpret. Our blog breaks down your options: https://hubs.ly/H0wyWd70
POINTFG.COM
Retirement Plans for Small Businesses
As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. There are several types of retirement plans to choose from, and each type of plan has advantages and disadvantages. Visit our blog to learn more: https://hubs.ly/H0wvdG_0
POINTFG.COM
Retirement Plans for Small Businesses
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 22.5 million households. Both are IRAs. And yet, each is quite different.
Visit our blog where we highlight the differences between these two retirement accounts: https://hubs.la/H0wcB090
POINTFG.COM
Traditional vs. Roth IRA
Do you have any tips for saving?
Happy Indigenous Peoples' Day!
"US equity markets opened in the green following Thursday’s positive session. Renewed stimulus talks, with targeted business-aid hopes, are influencing today’s action." Visit @LPLResearch to learn more about the state of our market with the latest #MarketUpdate: https://hubs.la/H0xLSn_0
LPLRESEARCH.COM
Market Update: Fri, Oct 9, 2020 | LPL Financial Research
It's #FinancialPlanningWeek! Our website has resources to help you get started on your financial plan! Get started today by utilizing one of our fun financial calculators: https://hubs.ly/H0xwMv80
#TipTuesday: By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. Visit our blog to see some points to consider that may help you set your goals while reducing your taxes: https://hubs.la/H0xwM7y0
This week, take some time to reflect on your personal retirement goals and determine if you're on the right track to meet your goals. Visit our website today to learn more about how we can assist you with your retirement needs: https://hubs.la/H0yq7JS0
POINTFG.COM
Financial Planning Services | The Point Financial Group
Many of you probably already have estate documents, probably executed many years ago. But, it's important to have an estate attorney to look over your documents every 10 years or so. Here are 12 estate planning must-dos: https://hubs.la/H0ywthm0 #EstatePlanningAwarenessWeek
POINTFG.COM
12 Estate Planning Must-Dos
It's #EstatePlanningAwarenessWeek!
Do you have an estate plan in place? If not, this is the perfect time to start planning! Visit our website today to learn more: https://hubs.la/H0yqls90
POINTFG.COM
Estate Planning Strategies | The Point Financial Group
The weekly market commentary is now available. For more info, please click on the following link: https://hubs.la/H0x_nnB0 #MarketUpdate
#TipTuesday: Retirement savings isn’t the only financial goal you might want to consider in a lifetime. There are other considerable milestones that you want to take into account as well. Visit our blog to learn how to prepare for other life goals: https://hubs.la/H0xW83F0
POINTFG.COM
Beyond Retirement: Consider Your Other Goals
“The worsening trends in COVID-19 data present a very real risk to an economy that remains on soft ground,” noted LPL Chief Market Strategist Ryan Detrick. Learn more about the state of the stock market with LPL Research: https://hubs.la/H0BrD5h0
LPLRESEARCH.COM
Rising COVID-19 Cases Could Pressure the Recovery
We're almost a month until the end of the year, and you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. Read on for some points to consider as you prepare your finances to close out 2020: https://hubs.la/H0B6ngl0
POINTFG.COM
End of Year Planning: Set Goals and Reduce Taxes
As shown in the @LPL Chart of the Day, previous surges in new monthly highs opened the door for near-term weakness, but the weakness was a nice buying opportunity. In fact, a year after previous major breadth thrusts saw #stocks higher every single time, not something we want to ignore.
Learn more about the state of the stock market with the latest #MarketUpdate: https://hubs.la/H0BblWC0
LPLRESEARCH.COM
5 Noteworthy Charts To Watch As Stocks Soar
Many people postpone the planning of their estates because they assume that estate planning is only for the affluent. But, a properly structured estate plan is necessary if you wish to direct the distribution of your assets during your lifetime and beyond. Visit our blog to learn more : https://hubs.la/H0zFPxR0
POINTFG.COM
No Matter Who Becomes President, Start to Plan
The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? #Election2020 Learn more: https://hubs.la/H0zrXPF0
POINTFG.COM
Investing in an Election Year
It's Election Day! Make a plan to vote! Visit: https://hubs.la/H0zcn7F0 #ElectionDay2020
Are you looking to choose a retirement plan for your business?
There are a lot of options to consider, depending on your business model! Visit our blog to learn more: https://hubs.la/H0Gh1b-0
How are you celebrating Super Bowl LV?
Today is #WorldCancerDay so let's spread awareness.
The US household has certainly been through a lot in the 21st century, including a housing crisis in 2008 and now a global pandemic that has triggered one of the deepest recessions ever and caused double-digit unemployment at one point—the highest in the post-WWII era. #MarketUpdate
https://hubs.la/H0FY88z0
LPLRESEARCH.COM
Household Debt Rising, but Payments Remain Under Control
Spring, where are you? Happy Groundhog Day!
Health care costs are expected to jump this year!
Are you wondering if your 2021 benefits include telehealth and mental health services?
Visit our blog to learn more: https://hubs.la/H0FL-RG0
