When the U.S. Congress passed the Revenue Act of 1978, it resulted in the first 401(k) plan, which took the costly burden of financing retirement pensions off of the backs of employers and onto the backs of employees. At one time, over 80 percent of workers retired with a pension. Today less than 18 percent of American workers have a pension in place. And if many companies get their way, they will be carrying fewer and fewer pensions as time goes on. Many pensions are underwater or will be because of the lowest interest rates in U.S. history on bonds, causing pension plans to take more risk. We’ll explain why its happening and what you should do if you are offered a lump sum. Then Fox News Contributor Gary Kaltbaum joins us for the Q & A. A great show you don’t want to miss MASTERING MONEY is on the air!
Mastering Money 2/6/20
Our Services
401k & IRA Rollover
We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.
Retirement Annuities
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
Investment Portfolios
Explore the IQ Wealth® Growth Portfolios: Fee-only, rules-based, disciplined, visionary. See how our investment approach works to grow wealth and complement a rock solid retirement plan.
Bucket Planning
Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.
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About IQ Wealth®
At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
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