Nolan runs solo in this episode with a discusssion about the popular 401K retirement savings vehicles, and decisions people need to make concerning them and their IRAs, which many 401Ks provide money for. He also discusses pensions and how to decide whether to take the monthly payments or a lump sum buyout, which can be rolled over to a personal IRA.
The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.