Retirement Plan Consulting Services
Chase Dominion Advisors is an independent financial firm with a deep understanding of all aspects of retirement plans. We can help you select a plan design that suits the needs of your company and your workforce, and assist you in implementing high fiduciary standards while offering an appropriate mix of investment options, education and personalized guidance for your employees. Learn more
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Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Around the country, attitudes about retirement are shifting.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are four very good reasons to start investing. Do you know what they are?
For some, the social impact of investing is just as important as the return, perhaps more important.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Women must be ready to spend, on average, more years in retirement than men.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?
Making the most of surprises is a great reason to work with us.
Even low inflation rates can pose a threat to investment returns.
If you died, what would happen to your email archives, social profiles and online accounts?