Dhilan Shah, CPA

If you're ready to buy an annuity now but don't need the payout for a while, you might consider a deferred annuity. What is a deferred annuity and how does it work? Funny you should ask. Check out the article below! https://ow.ly/SVl950S6KcK #AnnuityAwarenessMonth

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Are you confident that your company retirement plan meets all fiduciary requirements? Managing fiduciary responsibilities can be complex, but maintaining compliance with fiduciary regulations is crucial. Join Ted Rhinehart, AIF®, CPFA, QKA, for our webinar, 'Elevate Your Retirement Plan Management,' on Thursday, May 23rd at 11 AM EST. What we'll cover: • Key fiduciary roles and regulations. • Strategies to streamline fiduciary duties. • Best practices for a compliant fiduciary process. Our Business Retirement Plans team will cover practical tips suitable for both experienced and new plan sponsors. This webinar will also offer business owners valuable insights on creating or effectively managing your retirement plan. Elevate your retirement plan management—join us to learn how. Register here: https://lnkd.in/gc9MBX5r

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Preparing for the rising costs of long-term health care is key to retirement planning. LTC Insurance or hybrid plan is typically the best choice. However, short-term cash indemnity plans may present an ideal solution for some. Learn more about aging, caregiving, health, lifestyle, long-term care, and retirement planning by using the resources available on LTC NEWS. https://lnkd.in/gMTBqN-b

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Learn about annuity tax fundamentals. In doing so, you can set realistic expectations for income and growth. To learn more about how an annuity may fit with your retirement planning, and to understand the tax implications, contact an Enza Financial Professional. #annuities #tax #retirementplanning https://lnkd.in/e_z5qeAQ

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Do your employees want long term care insurance but can't afford it? Our recent conversations with experts in the long term care insurance sector indicate that while some employees would like to purchase a #LTCI policy, they feel they can't afford the additional monthly expense for premiums right now. Have you been seeing this too? You can still help your employees invest in their #financialsecurity and #longevity with our unique "Tackling the Long Term Care & Caregiving Crisis by Design" initiative. Help your employees reduce preventable long term care needs & costs for themselves, as well as reduce their own #caregiverburden with their parents or spouse. How could that benefit your employees? your organization? To learn more about the possibilities, visit https://lnkd.in/ekkKUnur #longtermcarecosts #humanresources #longtermcareinsurance #employeebenefits #retirementplanning

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Empower your clients with a modern retirement solution: JULY’s PEP, Launch401k. With built-in fiduciary services, simplified administration, and cost-effective pricing, PEPs offer a compelling option for businesses looking to enhance their employee benefits package while reducing administrative burdens. #pep #retirement #financialadvisor #pooledemployerplan https://hubs.li/Q02v2NYN0

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NEW H&H BLOG POST: Retirement Account Traps for the Unwary - Deadlines to Be Aware of After the Death of the Account Owner #retirementplanning #RetirementAccounts #EstatePlanning https://lnkd.in/g267JgdG

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Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often experiences. Individuals may have to modify their strategies throughout the different phases to align with changing incomes and expenses. Being prepared for these phases is key to realizing your retirement goals. https://hubs.ly/Q02wNY0D0

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Explore the intricacies of Cash Balance Plans with our TPA experts here at Benefit Equity Inc.. Our latest article uncovers the power of these innovative retirement solutions, tailored specifically for businesses like yours. Learn how Cash Balance Plans can optimize tax benefits, reduce costs, and elevate retirement savings for your team. Read now at https://lnkd.in/gwZAJ3ds.    #BenefitEquityInc #BEI #TPA #ThirdPartyAdministrator #CashBalancePlans

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Securing a stable retirement demands continuous attention. As economic conditions, tax laws, and personal circumstances evolve, it's crucial to revisit your retirement strategy and make any needed adjustments. At Agemy Financial Strategies, we're dedicated to guiding you through the complexities of retirement planning to optimize your financial future. Reach out to schedule your complimentary strategy session and start your path to a financially secure retirement at agemy.com. #agemyfinancialstrategies #retirementincomeplanning #nesteggprotection #coloradofiduciary #connecticutfiduciary #financialplanning #financialadvisor #retirementstrategy

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When someone’s work defines them, it can be hard for them to walk away from it in retirement. In the MDRT Blog, an MDRT Past President shares how you can help clients thrive in retirement at https://bit.ly/3V2Qm0Z.

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