All investment strategies have the potential for profit or loss. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: we told our clients to be out of the market in 2007 and 2008, we told our clients to get back into the market in 2009, and clients that followed our advice were out of the market in 2008; refer to strategies collectively employed and recommendations collectively made by Retirement Planners of Americas principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of Americas founder, Ken Moraif. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Firm or related person receives soft-dollar benefits in connection with client securities transactions. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Consider any move carefullyyou may spend the rest of your life in your new hometown. Our retirement goal for you: financial peace of mind. Questions to ask The report said that as of 2020, the figure was 55.7 million, compared with 25 million in 1980 and a projected 94.7 million in 2060. Access savings tools and retirement plan features that go to work for you. Firm or a related person trades securities for themselves that they also recommend to their clients. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Visit Site, Is this your firm? Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. The firm, which was founded in 2011 as Money Matters with Ken Moraif, serves over 7,500 . Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Photos and images on this website are not of past or present clients of Retirement Planners of America. These conflicts can negatively impact clients via hidden fees and overall higher costs. Therefore, any references to Retirement Planners of Americas performance or its investment advisory recommendations predating 2011 generally refer to recommendations made by Retirement Planners of Americas principals at the respective other firms described above. They have kept my money safe so they get points for that, it has not grown. Retirement Planners of America is a retirement planning firm that can assist you in creating a plan for reaching your retirement goals and protecting your investment. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced. Retirement Planners of America was co-founded in 2011 by Ken Moraif, who hosts the radio show "Money Matters with Ken Moraif" and is known for calling the 2008 stock market crash. Retirement Planners of America is not an accounting firm or a law firm. Get a Credit Card. Retirement Planners of America has been employing the Strategy since its inception in 2011. (817) 717-8200. What does this mean? The money for the Central States Pension Fund is the largest amount of federal aid provided for a pension plan, the Biden administration said, and comes from the American Rescue Plan, a $1.9 . A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Decide where you will live. Therefore, any references to Retirement Planners of America's performance or its investment advisory recommendations predating 2011 generally refer to recommendations made by Retirement Planners of America's principals at the respective other firms . The survey was conducted online by Greenwald Research, in partnership with ISS Media, on behalf of MetLife between Oct. 25-Dec. 9, 2022, among 74 defined contribution (DC) plan consultants who needed to be at least somewhat knowledgeable about various DC plan retirement income options and have at least one retirement plan client with $500 . FINRA data last verified January 06, 2023. Search. 1983 - 1988: Management Advisor, Research Institute of America. In order to offer comprehensive planning, our advisors receive ongoing training, not just about market and investment matters, but about important retirement-related subjects, like family legacy planning, Social Security issues, and income tax planning. 3) Strategies To Maximize Social Security #35 Retirement. While the average U.S. retirement age is 63, when you decide to retire is dependent on tons of factors: Savings. Questions to ask Retirement Planners of America will generally upon the accuracy and completeness of the information provided by the client when providing advisory services. Retirement Planners of America (RPOA) is a registered investment advisor specializing in Retirement Planning, headquartered in Plano, TX. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. OP is currently 30 years old, 37 years to go until retirement. Together, they discuss Pete's income sources and likely expenses in retirement. Inc. 1988 - 2009: Financial Advisor, New York Life, Eagle Strategies, LLC. Operations Team, Analytics and Processing . Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Does your firm, or anyone associated with the firm, practice as a law firm? Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. Therefore, any references to Retirement Planners of Americas performance or its investment advisory recommendations predating 2011 generally refer to recommendations made by Retirement Planners of Americas principals at the respective other firms described above. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. Retirement Planners of America has been employing the Strategy since its inception in 2011. Plano, Texas, United States. Why doesnt your firm use a secure website? References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: we told our clients to be out of the market in 2007 and 2008, we told our clients to get back into the market in 2009, and clients that followed our advice were out of the market in 2008; refer to strategies collectively employed and recommendations collectively made by Retirement Planners of Americas principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of Americas founder, Ken Moraif. A percentage of assets under your management. And it may take many years to recover your losses. What does this mean? Social Security is a major source of retirement income for many American seniors, meaning they have a vested interest in knowing what . You might be forced to delay retirement or risk running out of money earlyand it might take years to recoup your losses. The Invest and Protect Strategy (the Strategy) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Soon an important milestone will be reached, it added, as more . What does this mean? All investment strategies have the potential for profit or loss. Strive to give you financial peace of mind. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of Americas services will vary based upon a variety of factors, such as the clients investment, tax, and financial circumstances and overall objectives. We can help. Kind Regards, Bob Carlson. You are now leaving the RPOA website. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to Retirement Planners of America but may not consider literally all aspects of a clients financial affairs. Please see our General Disclaimers for more information. You might think youre prepared because youve been saving for years. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Let's take a closer look at this retirement . At Retirement Planners of America, we not only specialize in retirement planning, but on individualized planning. Any data inaccuracies, please contact our team. Retirement Planners OF America manages $4.7 billion and provides investment advisory services for 8,092 clients (1:261 advisor/client ratio). Tax. Contact Information. What does this mean and why is it important? Also, the contributions must be a mandatory payment into your employees' retirement plan. However, when implementing that portion of the Strategy, Retirement Planners of America believes that the benefit of avoiding bear markets outweighs the burden of these transaction costs and tax consequences. Firm can legally elect to accept commissions for their investment advisory services. At Retirement Planners of America, we specialize in helping people transition into retirement. Retirement Planners of America (RPOA) is a registered investment advisor specializing in Retirement Planning, headquartered in Plano, TX. The chairman of the Association of Police and Crime Commissioners (APCC) said Mr Hunt's decision to scrap the rule, which means people must pay tax if their pension pot exceeds 1.07 million . Retirement Planners of America will generally upon the accuracy and completeness of the information provided by the client when providing advisory services. Retirement Planners of America is not an accounting firm or a law firm. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. But, effective for 2023, SECURE Act 2.0 increases that percentage from 50% to 100% for employers . Our partners compensate us through paid advertising. Questions to ask Therefore, any references to Retirement Planners of Americas performance or its investment advisory recommendations predating 2011 generally refer to recommendations made by Retirement Planners of Americas principals at the respective other firms described above. Coordination With Sales. Retirement Planners of America does not control a third-partys collection or use of personal information or tracking technologies. Being debt-free can make it much easier to get through tough times. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Retirement Planners of America has been employing the Strategy since its inception in 2011. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. You deserve the best retirement possible. As a firm specializing in retirement, Retirement Planners of America can help you build a plan to reach your retirement goals while protecting your investments. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Firm or an affiliate actively engages in business as a law firm or lawyer. As a financial advisory firm, Retirement Planners OF America can provide a variety of financial planning services for Americans. The goal of retirement planning is to achieve financial independence . If we assume that interest rate is 2%, the amount is 140,918 euro. As a Certified B Corporation, our focus is simple: people before profits. RPOA has offices in California, Oklahoma, Arizona, and Texas. This is the podcast version of the weekend AM radio infomercial for Retirement Planners of America. Will any of my assets be invested in those products? Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. 1) The Most Telegraphed Recession Ever? 2009 - Present: Senior Advisor, Retirement Planners of America (formerly Money Matters with Ken Moraif) 2009 - 2010 Financial Advisor Cambridge Investment Research Advisors. In addition, their radio show, "Money Matters with Ken Moraif," will remain on airwaves under the same name, sponsored . We also believe you should adopt an Invest and Protect strategy that can help you withstand bear markets. Retirement Planners of America Background. We specialize in retirement planning. Retirement Planners of America has been employing the Strategy since its inception in 2011. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. All requests for updated information should also be reported directly to the SEC and/or FINRA. What Should You Do? Financial Services. Market commentary is intended for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations. Our retirement goal for you: financial peace of mind. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. The receipt of personalized and tailored services, access to financial or professional resources, or the experience or expertise of an adviser should not be construed as a guarantee of a particular outcome. 2575 euro per year * 37 years = 95,460 euro. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. It's time to prepare for a fall in the market. The Invest and Protect Strategy (the Strategy) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Checks take place monthly. Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. 1) It Is Time To Get Serious! The Invest and Protect Strategy (the Strategy) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. This calculator will show you the average number of additional years a person can expect to live, based only on the sex and date of birth you enter. Moraif argues that you cannot afford to sustain large losses in the early years of retirement because you may run out of money. You are now leaving the RPOA website. The discussions contained on this page are not a substitute for investment advice from a professional adviser. Retirement Planners of America will generally upon the accuracy and completeness of the information provided by the client when providing advisory services. Please provide me a list of the products and a summary of how much your firm earns from them. Are you financially ready for retirement? Savings Accounts. 1885 St. James Pl. People are loving our new text alerts! Harford County, Maryland. As an employer, you can contribute up to 25% of your compensation. Plan sponsor solutions simplified. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Market commentary is intended for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations. Retirement Estimator. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of Americas services will vary based upon a variety of factors, such as the clients investment and financial circumstances, the clients tax bracket, the nature and amount of the clients employer and outside benefits, the clients level of cooperation and communication, and the clients overall objectives. With Retirement Planners of America, youll work with a financial advisor who specializes in retirement planning and is dedicated to giving you financial peace of mind and helping you achieve your retirement goals. All such information is provided solely for convenience, educational, and informational purposes only. Our goal is to make your money last as long as you do. Questions to ask Then well help you create a plan that addresses when and how to take benefits to help you maximize every income-generating opportunity you can put to use in the five years before you retire. You are now leaving the RPOA website. Delta Wealth Management, Prosper Wealth Solutions, New York Life Investments Alternatives, Compass Financial Advisors, Mirador Capital Partners, Was this helpful? A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Which securities does your firm trade for itself that it will also be recommending to me? 84 customer reviews of Money Matters With Ken Moraif. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. When the sell / protect portion of the Strategy is implemented, affected investors will incur transaction costs and taxable accounts will incur tax consequences. Retirement Planners of America is a mid-sized financial advisory firm that specializes in retirement planning. RPOA 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, accessed through the link provided, and takes no responsibility for the same. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. I find the show to have valuable insights, and Ken takes a logical approach to near term market forecasting for people who could have their lives ruined by a bear market. What does this mean and why is this important? Five percent of women and 9% of men had saved between $100,000 and $300,000, and 25% of women and 29% of men had saved just $10,000 or less. Retirement Planners of America is not an accounting firm or a law firm. Dont let an unstable market derail your retirement goals. 5) Estate Tip: A Trust For Your Grandchild. Like all investment strategies, the Strategy is not guaranteed. 1) As Goes January, So Goes The Year Past performance does not guarantee future results. The Invest and Protect Strategy (the Strategy) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Advanced solutions for advisors. Is that a lot? In total, Retirement Planners OF America manages $4.7 billion in assets. 1) It Looks Like Inflation Is Here To Stay For A While As a Relationship Banker it was my role to develop and maintain new retail and small business . Thats why we believe you need to begin planning for retirement now, and that your plan should include. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). Your priority now should be to protect your money and minimize losses. However, when implementing that portion of the Strategy, Retirement Planners of America believes that the benefit of avoiding bear markets outweighs the burden of these transaction costs and tax consequences. Retirement Planners of America has been employing the Strategy since its inception in 2011. Agency and Vender Management. But if youre over 50, youre in the game for growth; youre in it to protect principal. What does this mean and why is it important? This could also limit the number and diversity of investment options available and may impact their transferability. Retirement Planners of America previously employed a similar strategy that it referred to as the buy, hold, and sell strategy or buy hold, and protect strategy. The five years before you retire and the five years after you retire are the most important years of your entire financial life in our opinion. What conflicts do I need to be made aware of? Terms of Use | Disclaimers | Privacy Policy. Take advantage of our free financial education: View our webinar, read online articles, listen to podcasts and subscribe to our free email market alerts. What does this mean and why is it important? How do these benefits affect the firms selection of a broker-dealer partner? Retirement Planners of America Senior Retirement Planner Ken Moraif joins Yahoo Finance Live to explain how to prepare for retirement in the next five years amid heightened volatility and economic uncertainty. Most of our clients are retired or nearing retirement. Time to plan to defend your retirement from a market drop. 5) Estate Tip: Revocable Vs. Irrevocable Trust, What Are Pluses and Minuses? There are a few scenarios where the employer contribution may not be considered non-elective and, therefore, would not qualify for the benefits. Photos and images on this website are not of past or present clients of Retirement Planners of America. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. 1) Is This 2008 All Over Again? rhawkins_98. For a special pay plan to qualify, you must choose a tax qualified retirement plan, like a 403(b) plan. Pay off your debt. For instructions on registering your account: Download Here. All investment strategies have the potential for profit or loss. We make meeting with you easy. How does your firm mitigate them? We believe that if you're retired or retiring soon, your investment strategy must shift, and we have an Invest and Protect strategy to help you protect your savings. Other Things to Consider. Market commentary is intended for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations. Apply for Benefits Online. Decoupling retirement plans from individual employers could alleviate job-change-induced retirement savings loss. Does your firm offer mutual funds that have 12b-1 fees? All such information is provided solely for convenience, educational, and informational purposes only. MMWKM Advisors, LLC (d/b/a Retirement Planners of America ) (Retirement Planners of America) is an SEC registered investment adviser with a primary business location in Plano, Texas. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. In general, 401 (k) retirement plans are not covered by the FDIC because they often include riskier investments like exchange-traded funds (EFTs) and mutual funds. These photos should not be construed as an endorsement of Retirement Planners of America or its representatives by any client.888.509.6512. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of Americas services will vary based upon a variety of factors, such as the clients investment and financial circumstances, the clients tax bracket, the nature and amount of the clients employer and outside benefits, the clients level of cooperation and communication, and the clients overall objectives. MMWKM Advisors, LLC (d/b/a Retirement Planners of America ) (Retirement Planners of America) is an SEC registered investment adviser with a primary business location in Plano, Texas. The firm, which was founded in 2011 as Money Matters with Ken Moraif, serves . We also offer you a promise: Our two goals for your retirement will remain consistent: Meet the team members who want to help you have the best retirement possible: MMWKM Advisors, LLC (d/b/a Retirement Planners of America ) (Retirement Planners of America) is an SEC registered investment adviser with a primary business location in Plano, Texas. 1300 Summit Ave Ste 600. Retirement Planners of America has been employing the Strategy since its inception in 2011. Unlike HTTPS connections, HTTP connections are not encrypted. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? What does this mean and why is it important? Mortgage. RPOA 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, accessed through the link provided, and takes no responsibility for the same. Or loss interest in knowing what my assets be invested in those products the options referenced grown... On this website are retirement planners of america encrypted is this important considered non-elective and,,... Does this mean and why is it important Oklahoma, Arizona, and informational purposes only and should not construed! Have the potential for profit or loss help you withstand bear markets investment strategies have the potential for or. Services for 8,092 clients ( 1:261 advisor/client ratio ) and objective what does mean! You need to be made aware of a broker-dealer partner what conflicts do I need to begin for. Stockbrokers.Com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers to %. That you can contribute up to 25 % of your life in your new hometown Protect your money as... Data verified by industry participants, it has not grown a Trust your. 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