Retirement Planning Archives - Charles W. Rawl & Associates, LLC

How to Find the Retirement Strategy That Works for You

A retirement strategy designed for your needs You want a retirement strategy that’s based on your situation and designed for your needs and your comfort level, rather than relying on a one-size-fits-all approach. Feeling overwhelmed by the dizzying array of retirement advice that seems to be all around — on the internet, in your mailbox, in the news or from a neighbor or relative? Have you ever been to a seminar or met with a financial adviser and felt like you were a square peg being forced into a [...]

By cwrawl|2023-07-05T11:27:22-05:00June 9, 2023|Categories: Articles, Smart Investing|Tags: As seen in Kiplinger, Retirement Planning|

ROTH-O-MANIA!

As a member of Ed Slott’s Master Elite IRA Advisor Group, Mr. Rawl has direct access to Ed and his team of IRA experts. Ed Slott and Company is a valuable resource for knowing the facts and applying that to artful IRA planning. By Sarah Brenner, JD IRA Analyst SECURE 2.0 is now the law of the land and one thing is very clear. Roth-O-Mania is here! In their quest for more revenue, Congress has created more options to save with Roth accounts. These accounts bring in [...]

By cwrawl|2023-02-02T13:28:02-06:00January 23, 2023|Categories: Articles, Smart Investing, The Slott Report|Tags: IRAs, Retirement Planning, Roth IRA|

President Biden’s 2023 “Green Book” Proposal is a Reminder: No Better Time to Plan Than Now

The U.S. Treasury Department recently released its 2023 “Green Book,” containing this Administration’s proposed tax increases on high-net worth individuals and businesses. While the attached Lion Street article emphasizes that little from the President’s Green Book will become law, it highlights the ongoing focus on, and the risks related to, tax increases on the affluent and on businesses. This is a briliant reminder of the great opportunity in time we have to take advantage of existing income and estate planning strategies before they go away. Our mission is to [...]

By cwrawl|2022-04-06T08:14:00-05:00April 6, 2022|Categories: Articles, News|Tags: Lion Street, Retirement Planning, Taxes|

Update Your Beneficiary Forms

Naming the beneficiaries of your retirement assets may seem like an obvious task as you plan for the future, yet it is often one of the most overlooked. Failing to properly update your beneficiary forms can compromise the legacy you worked so hard to build. To help ensure your assets are handled properly after your death, click to download a Beneficiary Form Checklist. For professional assistance with your beneficiary forms, contact our office to schedule a time for a visit. As a member of Ed Slott’s Master Elite IRA [...]

By cwrawl|2022-03-07T12:03:01-06:00February 28, 2022|Categories: Articles, The Slott Report|Tags: Beneficiaries, Ed Slott Elite Advisors, Retirement Planning|

Power of Life Insurance Case Study

Life Insurance Case Study Prepared by Lion Street In this case study, a life insurance policy owned by an irrevocable trust is compared to a taxable investment. Estate taxes are factored into this analysis. In the right situation, life insurance can help our clients’ income and legacy plans be Tax Savvy, Income Maximized and Risk Managed. Please view this Lion Street PDF one-pager on tax-equivalent returns. Click to view or print PDF View and Print this Article [...]

By cwrawl|2022-08-07T17:18:26-05:00November 30, 2021|Categories: Articles, Life Insurance|Tags: Life Insurance, Lion Street, Retirement Planning, Taxes|

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|2022-02-11T19:22:37-06:00November 8, 2021|Categories: Articles, The Slott Report|Tags: Ed Slott Elite Advisors, Retirement Planning|

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.