1. 0 POINTS
    David RacichPRO
    Fountain Hills, Arizona
    There are many items to consider when selecting the right plan you you. You need to determine your tax bracket, your risk tolerance, your retirement date and your life expectancy. This will help you decide whether to use a quailifed or non qualified plan. individual plan or an employee sponored plan or market investments or savings vehilces.
    Answered on July 22, 2013
  2. 1330 POINTS
    Mark Taylor
    Licensed Life Agent, Life and Finance/ 50 States, New York
    I can set up a unique portfolio for you in retirement. There are annuities, life insurance, and endowment, etc. I would need to do analysis in order to find the best plan for you. These plans are much like any insurance policy that will require monthly premiums but work in different ways. Consultants will give you the best information and direct you to the best coverage.  Age is one factor. Health is another and then your choice of what you.want to pay. I have all coverages and consultants to answer your questions.
    Answered on February 10, 2014
  3. 355 POINTS
    anthony yard
    Living Debt Free & Truly Wealthy, The found money specialist, United States
    How to set up a retirement plan? The first thing you want to do is figure out your options. If your a business owner than their are tax advantages you can have for setting up a retirement plan for your employees. Some choices are 401k,IRA, SEP, Roth IRA,  life insurance, pension plan.

    Once you know  and learn which retirement plan you want to implement than the next step is paper work. You should always speak to a professional retirement planner.
    Answered on March 15, 2014
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