Retirement Planning

Whether you’re several years out or ready to retire now, these resources will help you prepare to be unbreakable in this next phase of life.

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New with SECURE Act 2.0: Transfer Your 529 to a Roth IRA

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Why the Mega Backdoor Roth Rarely Works

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Recent Legislative Changes Give Business Owners More Options for Success

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Retirement Plans for Business Owners (2024)

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After Your Career Ends: 6 Strategies to Become Financially Unbreakable in Retirement

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Anxiety-Proof Retirement: Understanding Your Retirement Income Sources

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Can I Reinvest My Required Minimum Distribution?

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When to Buy Long-Term Care Insurance

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Are Medicare Premiums Deductible? Why the Answer Might Surprise You

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Retirement Income Planning Checklist: 5 Questions To Answer Right Off The Bat

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Early Retirement Planning: The 3 Mistakes You Should Be Avoiding

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High-Earning Executives Eye Retirement

Education Funding · Retirement Planning · Wealth Advice

New with SECURE Act 2.0: Transfer Your 529 to a Roth IRA

Investing Strategies · Retirement Planning · Wealth Advice

Why the Mega Backdoor Roth Rarely Works

Business Owners · Retirement Planning · Wealth Advice

Retirement Plans for Business Owners (2024)

Retirement Planning · Wealth Advice

Can I Reinvest My Required Minimum Distribution?

Retirement Planning · Wealth Advice

When to Buy Long-Term Care Insurance

Retirement Planning · Tax Optimization · Wealth Advice

Are Medicare Premiums Deductible? Why the Answer Might Surprise You

Executives · Retirement Planning · Wealth Advice

Early Retirement Planning: The 3 Mistakes You Should Be Avoiding

Case Studies · Executives · Retirement Planning · Wealth Advice

High-Earning Executives Eye Retirement

Inheritance & Legacy · Retirement Planning · Tax Optimization · Wealth Advice

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IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC [“Monument”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.monumentwealth management.com/disclosures.

Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s

website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories.

Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.

Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please also remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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