Jeremy Dicker

After many years of hard work, you’re finally prepared for retirement. This milestone marks the culmination of your efforts, yet ensuring a smooth transition into retirement involves careful planning and foresight. Packard Advisory is a trusted California-based financial firm that provides valuable guidance to help you achieve your dream retirement. Our financial advisors create personalized retirement strategies, helping ensure you can confidently navigate this new chapter of life with financial security and peace of mind. Set up your complimentary consultation today at packardadvisory.com. #packardadvisor #dreamretirement #financialplanning #californiaretirementplanning #californiaretirement #californiafinancialadvisor #financialgoals #retirementgoals

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Retirement plan consultants can be valuable assets in navigating the complex landscape of retirement plan regulation and in helping you achieve your company goals. Find out if they're the right choice for you. https://lnkd.in/g6BCXYcK #smallbusiness #retirementplanning

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📝Worried about your retirement savings lasting? Managing cash flow and minimizing taxes in retirement is crucial. Our article dives into key tax-saving strategies, sources of taxable vs. non-taxable income, and expert tips to help you optimize your retirement funds. Click the link below to read the full article! 💡 #RetirementPlanning #TaxStrategy #FinancialFreedom #SeniorLiving #RetirementSavings #MutualOfOmahaReverseMortgage

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UPCOMING WEBINAR 🎥 The great tax sunset is (likely) coming as current tax brackets are expected to change at the end of 2025. Are you prepared to diligently guide your clients through this potential transition? fpPathfinder has created a TCJA Sunset Provisions Comparison Guide to help advisors navigate important conversations with clients about how their tax planning needs might change. Join us for a webinar with Holistiplan where we'll discuss the real-world applications of this new guide, as well as how to leverage the fpPathfinder and Holistiplan integration. Register now & get the TCJA Summary Guide for free ➡️ https://buff.ly/3UkOule

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A defined benefit pension plan provides a specific pre-determinable amount of benefits to a participant at the individual’s projected date of retirement. The form of benefit paid under this type of plan is generally a monthly annuity. A QDRO dividing a defined benefit plan is either in the form of a separate interest QDRO or a shared interest QDRO. Knowing the impact of both types of QDROs can impact what both parties receive from the plan during their respective lifetimes. It also impacts whether there is a survivor benefit to be paid from the retirement plan. Read more.

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Part of a financial plan should be making sure unexpected costs are covered. These costs can cause retirement income plans to derail. Make sure your clients’ concerns are covered. Our blog highlights the benefits of annuities and how they can work for them. https://lnkd.in/gJ_hifx

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If you’re still using outdated tools to tackle Social Security planning, you’re leaving value on the table — for you and your clients. Advisor Controls’ Social Security Pro is reshaping how financial advisors approach retirement decisions. By modernizing complex calculations and insights, it allows advisors to maximize benefits without the headache. This is the future of Social Security planning—precise, efficient, and built for today’s retirement landscape. Why settle for less when the stakes are this high? https://lnkd.in/eUcPt-WK #FutureOfFinance #AdvisorControls #SocialSecurityPro

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𝗧𝗵𝗲 𝗦𝗘𝗖𝗨𝗥𝗘 𝗔𝗰𝘁 𝗼𝗳 𝟮𝟬𝟮𝟬 brought significant changes to inherited IRAs. Beneficiaries now have just 𝟭𝟬 𝘆𝗲𝗮𝗿𝘀 𝘁𝗼 𝘄𝗶𝘁𝗵𝗱𝗿𝗮𝘄 𝘁𝗵𝗲 𝗲𝗻𝘁𝗶𝗿𝗲 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 𝗯𝗮𝗹𝗮𝗻𝗰𝗲, compared to the previous option to allow the account to stretch out and grow over a longer period of time. 😳 This can have a major impact on your retirement and tax planning, so be sure to call 𝟲𝟱𝟭-𝟰𝟲𝟭-𝟲𝟭𝟱𝟭 to learn how you can proactively prepare! Tune in to KSTP-ABC every Sunday morning at 5:30 for more financial insights on our show, 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝘿𝙚𝙨𝙞𝙜𝙣𝙚𝙙 𝘿𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙩𝙡𝙮! 📺 #SecureAct #estateplanning #financialservices

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🔍 Are you prioritizing your clients' holistic financial health? In this episode of the Young CPA Success Show, Adam D. Koós, CFP®, CMT®, CEPA emphasizes the need for proactive relationship-building between CPAs and financial advisors. They discuss the importance of transparency, ethical behavior, and how to navigate the emotional side of financial decision-making for clients. 🎧 Catch the full episode here: https://lnkd.in/gJxKgfhk 💬 How do you ensure your clients are receiving comprehensive financial guidance? Share your experiences in the comments! #FinancialGuidance #CPA #YoungCPASuccessShow

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When planning for retirement, many people tend to overlook the later years. Late-life expenses like healthcare and care services can escalate, potentially surpassing pre-retirement costs and causing financial strain. RSM Financial Advisers are here to assist you in developing a comprehensive retirement plan that addresses all phases of retirement. To learn more about securing your future, read our latest article 👇 #RetirementPlanning #FinancialSecurity #AgedCare Benjamin Lembo

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"The SECURE 2.0 Act of 2022 (“SECURE 2.0”) made significant changes to the rules governing the correction of overpayments from employer sponsored retirement plans, including 401(k) plans, 403(b) plans, and defined benefit pension plan, as described in our prior Legal Alert." Read the latest ERISA blog from Sterling Perkinson and Peter Daines here: https://lnkd.in/ek3_vMYi

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Stay ahead in retirement planning! According to Ed Slott, 59% of Americans are unaware of the tax consequences of rollovers. Don’t miss his expert insights on navigating this crucial aspect. #RetirementPlanning #TaxConsequences https://loom.ly/ujXs6Ww

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Confirming accuracy of retirement plan data is not a once a year task. Best practice is to review this information every time a payroll is run. This can help you avoid costly error related corrections! https://lnkd.in/djvWdHhz

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Discover how Social Security benefits are taxed in California and learn strategies to minimize your tax burden in retirement. Explore expert advice on planning your financial future at Blankinship & Foster. https://lnkd.in/gfgrqB2p #FinancialAdvisors #solanabeachca #fiduciaries

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You only have one chance to get retirement “right”. The retirement process has numerous pitfalls that can be avoided but proper planning is necessary. We discuss a not-so-well-known retirement risk in our most recent blog post. Follow along for timely insights pertaining to the complexities of retirement planning.

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