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Retirement Plans

The 3 Phases of a Financial Plan

{4 minutes to read}

Today, I want to talk about the three phases of a financial plan:

Phase One: Wealth Accumulation. 

Phase Two: Wealth Distribution.

Phase Three: Wealth Preservation.

Phase One: Wealth Accumulation

Most people spend a good amount […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2021-02-04T15:07:34+00:00February 1st, 2021|Blog, Financial Planning, Retirement Planning|0 Comments
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IRS Indexed Limits for 2020

Every year, the IRS indexes limits to qualified retirement plans. Attached is the update for 2020.

What is important to be aware of is that now contributions to your 401(k) or 403(B) that are taken out of your paycheck, go up from $19,000 to $19,500. 457 limits for not-for-profit organizations are also […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2020-01-22T15:22:51+00:00January 22nd, 2020|Blog, Retirement Planning|0 Comments
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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory).Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

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