Retirement Planning | Plentiful Wealth

Conversation with Estate Planning Attorney Matt Doane

Episode 11: Certified Financial Planner Jeb Jarrell is joined by estate planning attorney Matt Doane for an important discussion. A...

Decoding Retirement Accounts: The Traditional IRA

In the first part of this series we examined the ubiquitous 401k, the backbone of most individuals’ retirement plans. In this part we’ll...

Decoding the Types of Retirement Accounts: The 401(k)

As consumers we’re constantly bombarded by talking heads on the TV mentioning the various types of savings and retirement accounts along...

Should You Utilize a Qualified Charitable Distribution?

Recent changes in tax law have given new importance to a charitable giving technique which has been around for many years. The Qualified...