Mike Radoff, CPA, Partner of Retirement Plan Services

As the partner-in-charge of LGT Retirement Plan Solutions, a division of Lane Gorman Trubitt, PLLC, Mike consults with clients regarding all aspects of employee benefit plans. He established LGT’s Retirement Plan Services Department in 1985. Mike is certified as a Qualified Pension Administrator (QPA) by the American Society of Pension Professionals & Actuaries (ASPPA). ASPPA awarded him the prestigious Martin Rosenberg Academic Achievement Award.

Recent Posts

Changes to Social Security Filing Strategies

The recent passing of the Bipartisan Budget Act of 2015 ushered in sweeping changes to Social Security. Specifically, the legislation brings to an end some of the benefit-claiming strategies that have been foundational parts of many Americans’ retirement income planning.

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Topics: Accounting Tips, Wealth Management, Tax, Retirement Plan Services

The Bipartisan Budget Act of 2015: Changes to Social Security Strategies

The Bipartisan Budget Act of 2015, signed into law on November 2nd, contains provisions that affect certain social security claiming strategies in an effort to close inadvertent loopholes and prevent individuals from obtaining larger benefits than Congress intended. Anyone that has achieved or will achieve age 66 by May 1, 2016 who intends to suspend their social security benefit should pay close attention to these changes as they could require immediate action.

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Topics: Accounting Tips, Retirement Plan Services

Understanding the Difference In 401(k) Plans

Bundled or Unbundled? What’s the difference and why should you care?

Budget, flexibility and needs (size of your plan’s assets) are major factors when choosing the proper 401(k) retirement plan provider for your business. Deciding to use a bundled or unbundled approach depends on what you need. At one time, one or the other could have been a better option, but things change. LGT would like to walk you through the misconceptions and benefits of bundled versus unbundled 401(k) plans.

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Topics: Accounting Tips, Retirement Plan Services