CCR Insights


Tax Strategies For Retirement Account Withdrawals

With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.


401(k) Rollovers Can Make or Break Retirement

Coaches, understanding the value of rollovers is essential to preserving a secure & organized financial future.

Countdown to Retirement

Countdown to Retirement

Many people age 50 and older haven’t begun to save for retirement or have yet to accumulate sufficient funds. It’s not too late to take charge.


Retirement Income Education

Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies.


Comparing 403b v Roth IRA

When deciding what types of retirement accounts you may need, it’s important to understand how your options compare. Take 403(b)s and Roth IRAs. Do you know how these two options compare and how you can contribute to each?


Election Year Retirement Mistakes

We want to make sure we are staying in touch with our clients and their staff and helping relieve any retirement related stress they may be experiencing as we work through this unique period of time. With that goal in mind, we put together the attached video for the staff to offer some perspective on…

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Update for Retirement Plan Participants

As we work our way through this difficult time, we want to remind you that your retirement team at CCR Wealth Management is here to help.


Update for Retirement Plan Sponsors

The Cares Act was recently signed into law and it will provide several meaningful benefits for retirement plan participants.


CCR Corporate Retirement Plan Process

Through a seven-step process, we work with you to define, analyze, meet and monitor your firm’s retirement plan goals.


Three Retirement Focus Points

Joe Montana discusses three focus points to assist plan participants in making the most out of their 401k retirement plan.


Why Pension Plans Can Make Sense for Dental Practices

For some small business owners, pension plans are a broad financial planning tool that may help slash near- and long-term tax burden.


Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

Small business owners, consider a company-sponsored 401(k) or defined benefit plan for you and your employees.


Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit

Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.


Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses

For business owners, few things are more terrifying than a potential IRS tax audit.