OneAmerica Financial’s Post

Happy Financial Planning Friday! Are you planning on a non-traditional retirement? 🤔 I think it’s a great idea to do some part-time work, spend time volunteering, or maybe start a business once you “retire.” However, having retirement accounts at your disposal can still be extremely valuable! Whether it’s putting tax-free qualified Roth distributions toward a new business, or sending your Required Minimum Distributions to a charitable organization, contributing to retirement accounts can give you future flexibility. Even if you don’t foresee the typical “retirement” for yourself, retirement accounts may be an excellent tool you don’t want to overlook. #FinancialPlanning #Retirement #Investing

If you want high quality, you need to budget for it. There’s a reason why we say “You get what you pay for” when you purchase something on sale, or at a lower cost, and then it breaks. When shopping for long-term care whether it be an active adult lifestyle complex, an independent retirement home, or an assisted living facility, you need to make sure that you prioritize your comfort level, health, and well-being over the money you could save by choosing a lower price tag. Click play to hear how my mother knew the type of place she wanted to move to: #WEMoneyTalk #LongTermCare #California #CA #Retirement #Affordability #QualityOverCost

We provide solutions and deliver value to those who depend on us. Our teams go the extra mile so you can cherish life's moments, knowing you're well-prepared for the journey — and whatever lies ahead. Click the link to hear what Shannon Schumacher says about our approach. https://bit.ly/3WHzqzx #Retirement #401K #Retire #RetirementPlanning

If you want high quality, you need to budget for it. There’s a reason why we say “You get what you pay for” when you purchase something on sale, or at a lower cost, and then it breaks. When shopping for long-term care whether it be an active adult lifestyle complex, an independent retirement home, or an assisted living facility, you need to make sure that you prioritize your comfort level, health, and well-being over the money you could save by choosing a lower price tag. Click play to hear how Terry’s mother knew the type of place she wanted to move to: #WEMoneyTalk #LongTermCare #California #CA #Retirement #Affordability #QualityOverCost

Retirement can have many meanings, depending on an indivual's personal goals. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you. Learn More: https://hubs.la/Q02nBh8d0 #retirement #thewoodlands #LPL

The #RetirementGap means that people of color in the U.S. have less money saved for retirement than their White counterparts. More than half of Black and Latinx households have 0 retirement savings, while only a third of White households lack savings. Also, the median overall net worth of white households was more than six times that of African American households: $285,000 to $44,900 as of 2022, according to Federal Reserve data. This has to be addressed!

Planning for retirement? Arm yourself with these nine essential facts to ensure a secure financial future. #Retirement #FinancialPlanning #RetirementFacts https://lnkd.in/eJHybwf7

Employers...imagine an executive benefit plan, that is NOT an expense/liability to you, with plan contributions recouped at retirement. Employees...imagine your employer funding a plan that provides you non-taxable retirement income, terminal illness and long term care protection, plus the ability to leave an endowment to your favorite charity. The Platinum Security Plan.....https://lnkd.in/e5N4TA6T #retirement#executivebenefits#banks#creditunions

Please join Bertha Minnihan, Erik Daley, CFA, and Kinman Tong, CPA as they discuss Retirement Plan Risk in the Not-for-Profit Sector - with their various perspectives as auditors, plan advisors, as well as board members of nonprofits. They will cover various topic as follows: - How board structures and governance can impact retirement plans - Current risks and opportunities in retirement plans for not-for-profit organizations - How retirement plan audits protect participants - Strategies to manage your retirement plan #mossadams #multnomahgroup #benefitplans #retirementplans #403b #401k #nonprofits #nfp #healthcare #education #highereducation #socialwelfare #socialservices #foundation #taxexempt #governance #board #compliance #pension #retirement #benefits #risks #strategies

Please join Bertha Minnihan, Erik Daley, CFA, and Kinman Tong, CPA as they discuss Retirement Plan Risk in the Not-for-Profit Sector - with their various perspectives as auditors, plan advisors, as well as board members of nonprofits. They will cover various topic as follows: - How board structures and governance can impact retirement plans - Current risks and opportunities in retirement plans for not-for-profit organizations - How retirement plan audits protect participants - Strategies to manage your retirement plan #mossadams #multnomahgroup #benefitplans #retirementplans #403b #401k #nonprofits #nfp #healthcare #education #highereducation #socialwelfare #socialservices #foundation #taxexempt #governance #board #compliance #pension #retirement #benefits #risks #strategies