Get the Employer Plan Review Kit Today!

This complimentary kit includes:

​VIPs Employer Benefits Review Checklist:

This checklist covers the key issues to consider when you must make decisions surrounding your employer-provided benefits including:
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• Employer-sponsored retirement plans
• Medical insurance, life insurance, and disability insurance
• Coordinating employer benefits with savings, fund-sourcing, and tax planning needs
• Impact on their overall financial plan

VIPs Investment Review Checklist:
Whether you are a novice or experienced investors, it is critical to review investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your strategy, ensuring alignment with your financial goals.

Dormant Account Rollovers Flowchart:

Do you have an olde employer's account? The decision to roll funds out of a former employer’s plan involves more factors than just fees and investment selection.  Some of the most common issues that should be considered before doing a rollover, include:

• Common IRA and 401(k) features and differences
• Net Unrealized Appreciation options
• Age-based distribution options
• Taxes and penalties in an IRA versus a 401(k)
• Availability/existence of loans and the impact of a rollover
• Hardship Withdrawals
• Substantially Equal Periodic Payments. ​

History Lessons for the Retirement Investor:
I wrote the book History Lessons for the Modern Investor to help combat the common biases and blind spots all investors have.  Now, I've compiled the four most crucial concepts to bring clarity and confidence to your retirement plan. ​Warning: Without mastering these four lessons, you may be living in the past instead of protecting your future.