Retirement Planning
Retirement Planning Services in Arlington and Dallas/Fort Worth Retirement should be one of the best times of your life. After all, you’ve worked your whole life to get there. You’ve already achieved great things. At Ivy League Retirement Planning, we believe that together, we can help you achieve...
Family Wealth and Estate Planning
At Ivy League Retirement Planning, our comprehensive services go well beyond the boundaries of planning for your retirement. We can help you have greater control about the type of financial legacy you want to leave behind. No one wants to talk about their own mortality. But, it happens to us all...
Comprehensive Financial Planning
While a great majority of our clients come to us for a solid retirement plan, we often begin with a comprehensive financial plan. Comprehensive financial planning often involves all facets of planning, including tax planning, estate planning, and retirement planning. A comprehensive financial...
Our Team
Founder and President, IVY LEAGUE Retirement Planning
Big enough to impress you
Small enough to know you
Caring enough to make a difference
Blogs
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advertisements can be made without any face-to-face contact. To some this would sound ludicrous and to others it sounds convenient, but one thing is for certain—the robo-advisor is another option that’s here to stay...
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advertisements can be made without any face-to-face contact. To some this would sound ludicrous and to others it sounds convenient, but one thing is for certain—the robo-advisor is another option that’s here to stay...
You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s. These arrangements have higher contribution limits and let employees save for retirement on a post-tax or a tax-deferred basis, which is more typical. However, as individuals move from job to job or employer to employer, they are faced with decisions about what to...
