How many fish make it a point to go to church regularly? What denomination are you and what benefits do you see from faithful participation/attendance?

likeuplifting
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How do you solo Self employed Advisors affordable cover health insurance for you and your family? We currently have excellent fully paid benefits but will lose them when my wife is no longer working.

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Do you all think an iPad with cellular is worth the business expense? If so, what are the benefits you get from it? Torn on whether or not to buy one...

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How would you reply to someone who says they are going to roll their 401k to their new employer, after you’ve offered to review their options for those funds? I feel like people just blindly do things

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Decided to give up alcohol this year, simply as an experiment. I would like to see first hand the health benefits. Can anyone speak to how they felt after giving this up?

likesmart
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For those of you that are self-Employed, how do you obtain affordable health insurance for you and your family? Currently we are under my wife’s insurance and it is 100% paid for By her employer. CONT

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Anyone ever have a client be issued a check for a small 401k balance and the client never cashed it? Believe they had 60 days to get it into an IRA but they didn’t. What are their options? Continued.

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Tips 4 Saving in a non qual acct. My wife & I max all qual accts. 401k pre tax & Roth. Roth IRA & HSA. Any tips 4 saving in a non qual besides buying stocks & Funds i.e. Mmkt Fund to mitigate access?

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So - does anyone else work at an insurance company that has shitty health benefits? Last Dr. Visit cost me over $700 out of pocket and it was a regular check-up w/ labs???

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Researched this & IRS site confused me 😫. Can someone clarify: if a wife doesn’t work, husband has access to 401k, she is disqualified from a deductible spouse IRA above $200k income right?

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How much do you pay for health insurance ?

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Has anyone noticed that it is now extremely difficult to do three way calling with 401k custodians? Is this a recent change, and if so does someone have a good workaround?

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Anyone familiar with Securian Financial (formerly Minnesota Life) as a 401k provider? A friend asked me about their platform and wanted my opinion. I’ve never used them. ??

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What are my fellow Indy advisors using for benefits? Our family ditched the traditional medical for a Christian share plan last year, So far all is sound. How about Dental? Any bad experiences?

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Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

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I’m an independent FA with a small BD. One of my partners has a BGA that he wants me to roll under. Stay true independent FA with the insurance carrier or go AGA route for benefits???

likehelpful
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ADP 401k plan . I met a prospect that told me he is not happy about the plan he set last year with ADP. Anyone have any experience with their type of plan , etc ?

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How do you sell the benefits of managed money to your clients?

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Thinking about having my wife stay home w/ kids. Her job pays 100% of our health benefits today. Curious, are there options for group health insurance through like alumni or other associations? Cont

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Anyone use Ubiquity for a 401k plan?

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Related Posts

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

like
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How much do you pay for health insurance ?

like
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Researched this & IRS site confused me 😫. Can someone clarify: if a wife doesn’t work, husband has access to 401k, she is disqualified from a deductible spouse IRA above $200k income right?

like
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What benefits, perks, and other work life balance things would you like your firm to have in an ideal world?

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How do you solo Self employed Advisors affordable cover health insurance for you and your family? We currently have excellent fully paid benefits but will lose them when my wife is no longer working.

like
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Anyone familiar with Securian Financial (formerly Minnesota Life) as a 401k provider? A friend asked me about their platform and wanted my opinion. I’ve never used them. ??

like
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What type of events do you attend to network for individual clients? What about for 401k plan clients?

like
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So - does anyone else work at an insurance company that has shitty health benefits? Last Dr. Visit cost me over $700 out of pocket and it was a regular check-up w/ labs???

like
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How are you targeting 401k rollover opportunities? Where do you find them?

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Does anyone have a good book or resource on small business retirement plans that also explains the tax implications? Also, an easy tool that compares the options? EG: SEP, Solo 401k, DB plans...

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What are some unique ways you’ve taken over a 401k plan?

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Thinking about having my wife stay home w/ kids. Her job pays 100% of our health benefits today. Curious, are there options for group health insurance through like alumni or other associations? Cont

like
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How many fish make it a point to go to church regularly? What denomination are you and what benefits do you see from faithful participation/attendance?

likeuplifting
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Do you all think an iPad with cellular is worth the business expense? If so, what are the benefits you get from it? Torn on whether or not to buy one...

like
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Anyone ever have a client be issued a check for a small 401k balance and the client never cashed it? Believe they had 60 days to get it into an IRA but they didn’t. What are their options? Continued.

like
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Anyone use Ubiquity for a 401k plan?

like
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For those of you that are self-Employed, how do you obtain affordable health insurance for you and your family? Currently we are under my wife’s insurance and it is 100% paid for By her employer. CONT

like
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Has anyone noticed that it is now extremely difficult to do three way calling with 401k custodians? Is this a recent change, and if so does someone have a good workaround?

like
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ADP 401k plan . I met a prospect that told me he is not happy about the plan he set last year with ADP. Anyone have any experience with their type of plan , etc ?

like
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How do you sell the benefits of managed money to your clients?

like
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