Keidan Financial Consultants, LLC was in the Top 10 of practices headed by a single advisor. The rating was in the June, 2024 AdvisorHub publication. This prestigious honor spotlights our steadfast commitment to our clients’ best interest and our dedication to providing exceptional service. The article can be found at AdvisorHub’s site https://www.advisorhub.com/advisors-to-watch-solo-2024/
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
How much life insurance would you need to produce a sufficient income stream for your family?
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?