Retirement Plans for Atrium Physicians How to Succeed with Your Retirement Plans in 2024
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In this webinar, Dolan Capital Advisors, Inc. President and Founder Benjamin T. Dolan, CFP® went over how to maximize your retirement benefit planning for success in 2024 and beyond.
Some of the relevant topics that were addressed include:
- Atrium Retirement Plans – You Have Lots of Options
- 401(k) Plan Review
- Case Study: 401(k) savings in 2024
- ADVANTAGE 457(b) Retirement Account Plan Review
- CHSMG 401(a) Plan (formerly the CPN Plan) Review
- Case Study: CHSMG 401(a) coordinated with 401(k) savings in 2024
- Case Study: Tax Deferral with All Three Atrium Retirement Plans
- Health Savings Accounts (HSA) – The Most Tax-Efficient Retirement Account
- Understanding Your Investment Options
- Q&A
We hope you enjoy!
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The market and economic data are historical and are no guarantee of future results. All indices are unmanaged and may not be invested into directly. The information in this report has been prepared from data believed to be reliable, but no representation is being made as to its accuracy and completeness.
Nothing in this material should be construed as investment advice offered by Dolan Capital Advisors, Inc. This market commentary is for informational purposes only and is not meant to constitute a recommendation of any particular investment, security, portfolio of securities, transaction, or investment strategy. No chart, graph, or other figure provided should be used to determine which securities to buy, sell or hold. No representation is made concerning the appropriateness of any particular investment, security, portfolio of securities, transaction, or investment strategy. You should speak with your own financial professional before making any investment decisions.
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Certain statements contained herein are statements of future expectations and other forward-looking statements that are based on opinions and assumptions that involve known and unknown risks and uncertainties that would cause actual results, performance, or events to differ materially from those expressed or implied in such statements.
Ben Dolan and Michael Foster are investment advisor representatives of Dolan Capital Advisors a North Carolina state-registered investment adviser. Investment advice offered through Dolan Capital Advisors, Inc.