Jonathan Funk @TheFunkAgency
RFC® holder | Financial Consultant | Income & Asset Protection | Helping Retirees Avoid Market Risk & Build Lifetime Income funkagency.com Tennessee, USA Joined September 2021-
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Caught a great presentation while in Denver from Jerry Larkin, VP at Athene. He shared valuable updates on Athene’s product lineup and how they’re helping clients plan for a more secure financial future.
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Had a little visitor in my office today. Gave him an old laptop to play with and next thing I know, he's surfing the web... literally.
Had a great time this week at Nationwide HQ in Columbus, OH! Learned a lot about their brand, culture, and retirement solutions - excited to use this knowledge to better support my clients. #Nationwide #RetirementPlanning
Jonathan Funk retweeted
RETIREMENT CRISIS: "Over half of Americans older than 65 live on incomes of $30,000 or less annually" "Only 42% of Americans aged 75 and older, and 51% of those between 65 to 74, have retirement accounts" finance.yahoo.com/news/bernie-sa…
Jonathan Funk retweeted
Solo 401(k) is the best retirement account for business owners and freelancers. But 99% of people don't know how it works.. Here is everything you need to know:
Jonathan Funk retweeted
This is the opposite of #inflation 👇 Hence, did ‘hot’ Jan #CPI make sense? @fs_insight @GuyDealership
This is the opposite of #inflation 👇 Hence, did ‘hot’ Jan #CPI make sense? @fs_insight @GuyDealership
Jonathan Funk retweeted
I increased my 401k contributions from 5% to 15%. Since I’m in the 24% bracket, it makes sense to max it out. I can always access it later on with 72(t) or the Rule of 55.
Jonathan Funk retweeted
Annuity sales are booming, with a record $385 billion sold in 2023.
Jonathan Funk retweeted
This is smart. Everyone with an IRA should be looking at their tax brackets to see if they can/should do a conversion before the end of they year and still be in the same tax bracket. If BLP is 35, the $15,000 will grow to $114,184 by 65 (assuming 7%) and it will ALL be tax…
This is smart. Everyone with an IRA should be looking at their tax brackets to see if they can/should do a conversion before the end of they year and still be in the same tax bracket. If BLP is 35, the $15,000 will grow to $114,184 by 65 (assuming 7%) and it will ALL be tax…
Stay informed about the annual contribution limits for SEP IRAs. For 2023, the max contribution is the lesser of 25% of compensation or $61,000. Contribute as much as you can to take full advantage of this retirement savings opportunity. #ContributionLimits #SavingsOpportunity
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