What is a Portable Retirement Plan?

 What is a Portable Retirement Plan? Portable Retirement Plans allow employees to take their retirement savings with them when they change jobs without losing their accumulated savings. The "portability" aspect means employees can take their retirement savings with them from one employer to another without losing accrued funds. And, unlike most 401(k) plans, employees don't have to go through the expense or hassle of a rollover when they give notice, and employers don't have to worry about abandoned plans left by employees. To get more information go to yoursafemoneyshow.com .

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Can Probate Be Avoided?

 

Ask for your complimentary copy of Can Probate Be Avoided?

Call 855 226-6639, ask at the website yoursafemoneyshow.com

Or stop at the office at 139 Union Street in Mora.

Go to ssa.gov for full details

 What are the new social security requirements?

What are the new Social Security ID policies? The new SSA ID policy includes a transition to requiring “stronger” identity proofing procedures for both benefit claims and direct deposit changes—identity proofing that can no longer happen over the phone for most beneficiaries of Social Security. 

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Topics for Saturday's March 29th Your Safe Money Show

 Coming up on this Saturday's March 29th) Your Safe Money Show. Get ready to take a “test” about the basics of Social Security. If you’re a regular to this show you’ll pass with flying colors. Todd will also have financial “red flags” in relationships and the best ways to spend your tax refund. Listen at 8 a.m. at Nice 95.5FM KBEK. They stream live at kbek.com. Hear recent shows at yoursafemoneyshow.com. Also find us on Facebook and YouTube.

Legacy Planning