LUTZ BUSINESS INSIGHTS
retirement income + distribution planning
Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But with the elimination of traditional pension plans and increased life expectancies, retirees are now finding that the distribution phase (spending down assets in retirement) is far more complex and requires a skill-set that neither they nor their financial advisor may possess. This seminar, led by Joe Hefflinger and Nick Hall of Lutz Financial, will highlight the key components of a successful retirement income and distribution plan as well as specific strategies to consider.
Lutz, a Nebraska-based business solutions firm, has promoted Taylor Pugh, CPA, to Audit Shareholder in Lutz’s Omaha office…read more
Lutz, a Nebraska-based business solutions firm, recently added Melissa Adams and Connie Harrison to its Omaha office…read more
The purchase agreement is a major component of an M&A deal. It is the contract that documents all of the terms agreed upon between the buyer and the seller in a transaction. Without one, it would be…read more
SIGN UP FOR OUR NEWSLETTERS!
We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.
13616 California Street, Suite 300
Omaha, NE 68154
747 N Burlington Avenue, Suite 401
Hastings, NE 68901
601 P Street, Suite 103
Lincoln, NE 68508
3320 James Road, Suite 100
Grand Island, NE 68803