Retirement Planning


By Rohit Punyani, Co-Founder February 14, 2024
You’ve spent your entire career building your legacy and preparing for the retirement of your dreams. The last thing you want is for someone else to determine who gets what after you’re gone. That’s where your estate plan comes in. Although estate planning can sound complicated, it really boils down to your answering the question, “Where do I want my assets to go after I’ve passed away or become incapacitated?”
By Rohit Punyani, Co-Founder December 28, 2023
Retirement planning can be a maze of options, but it all boils down to two main paths: defined benefit plans and defined contribution plans. First, let's break down the key features of defined benefit and defined contribution plans. Starting with defined benefit plans—which provide a specific benefit at retirement for each participant. The most common example of this is a pension.