Articles Archives - Page 3 of 3 - Charles W. Rawl & Associates, LLC

Articles

Charles W. Rawl & Associates provides periodic updates on retirement planning and other financial topics to help investors make better decisions.

Is It Too Late to Open a Small Business Retirement Plan for 2021?

Establishing a small business retirement plan can be a Tax Savvy decision. As a member of Ed Slott’s Elite IRA Advisor Group, Mr. Rawl has direct access to Ed and his team of IRA experts. We can help determine what type of plan is best for you. By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport As we move into 2022, small business owners may be wondering whether they still have time to establish a new retirement plan for 2021. The short answer is: “It [...]

By cwrawl|November 8, 2021|Categories: Articles, The Slott Report|Tags: Ed Slott Elite Advisors, Retirement Planning|

Allen Stanford: Episode 6 Hurricane Season

Allen Stanford: The Man Who Bought Cricket Episode 6: Hurricane Season Sept 27, 2021 https://www.bbc.co.uk/sounds/play/p09x10p7 Listen to the BBC podcast Putting Clients Interests First, Whatever It Takes There are red flags everywhere and authorities in the U.S. are under pressure to act. Both the FBI and SEC are considering their next steps, fearing this may be another Bernie Madoff Ponzi scheme. It's a race against time with billions of dollars and livelihoods at stake. “All we wanted to do was leave that place, [...]

By cwrawl|September 27, 2021|Categories: Articles|Tags: As heard on the BBC|

Allen Stanford: Episode 5 The Whistleblowers

Allen Stanford: The Man Who Bought Cricket Episode 5: The Whistleblowers Sept 27, 2021 https://www.bbc.co.uk/sounds/play/p09x06y0 Listen to the BBC podcast Putting Clients Interests First, Whatever It Takes Far away from Cricket celebrations in Antigua, two former Stanford financial advisors started a chain of events that would have great implications for Stanford and his business empire. But billionaires don't shy away from a fight, especially when everything could be at stake. Sensing danger, Allen employs all the tools at his disposal to try and [...]

By cwrawl|September 27, 2021|Categories: Articles|Tags: As heard on the BBC|

Should You Defer Your Taxes Until Retirement?

When it comes to taxes, there’s an expensive difference between smart planning and just plain procrastination. At Charles W. Rawl & Associates, we strive to achieve three Critical Outcomes. Critical Outcome #1 is that our retirement income plan is Tax Savvy. Sometimes it is necessary to throw out conventional wisdom! Tax deferral can be a powerful incentive for funding a retirement account. It is difficult to ignore the allure of a plan that allows you to save on taxes now as you save money [...]

By cwrawl|November 19, 2019|Categories: Articles, Smart Investing|Tags: As seen in Kiplinger, Taxes|

Charlie Rawl is keenly focused on helping his clients work toward their retirement dreams through a comprehensive financial strategy. He has distinguished himself throughout his career as a troubleshooter and problem-solver, designing and implementing creative solutions to often-complex challenges.

He has three decades of experience in financial services, encompassing commercial banking, insurance and investment management. This diverse experience gives him an invaluable perspective in conducting detailed analyses and creating state-of-the-art wealth management and retirement income solutions.