Retirement A to Z
Curious about retirement plans, but afraid that they're too overwhelming and complex? We break them down into smaller pieces - 26, to be exact, with a few extras thrown in for good measure, with everything from the types of plans, to life insurance, to using a plan for business planning. Questions? Contact us at MonarchFinancialAdvisors@gmail.com. Enjoy!
Podcasting since 2020 • 20 episodes
Retirement A to Z
Latest Episodes
Episode R: Retirement - what now?
Welcome to Retirement A to Z, I’m Sue Burnett w Monarch Financial Advisors, and this series focuses on Qualified Retirement Plans. This is Episode R, where we’ll be discussing what happens when you reach your retirement date. ...
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Season 1
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Episode 18
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11:04
Episode V - Vesting and Eligibility
How strict can I set the vesting, or the eligibility, for my pension plan? What does the word "vesting" mean, anyways? I’m a business owner and I don’t want any of my employees in the plan, I want it to just be me – is that legit? Let’s talk it...
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Season 1
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Episode 22
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11:58
Episode T - Types of Plans
What kinds of plans are out there? With over 65Million+ results when you Google "qualified retirement plan", there are only 7 different plan types. Some are flexible, some provide guaranteed benefits, some can have life insurance ... in this ep...
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Season 1
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Episode 8
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16:03
Episode S - The SECURE Act
The SECURE Act, signed into law in December 2019, was the biggest piece of retirement legislation passed in over a decade. What is the SECURE Act? How did it impact plan sponsors? Participants? Normal people like you and me? And is it a good th...
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11:29
Episode Q - QLACs (Qualified Longevity Annuity Contracts)
What IS a QLAC? Why would someone want a QLAC? How would you go about getting one, if you decide it’s a great idea? What are the down sides of QLACs? QLACs, or Qualified Longevity Annuity Contracts, can be a really helpful addition...
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10:14