In-Service Rollovers | Whitaker Myers

top of page

All Posts
Financial Coaching
Retirement Planning
Economy
Stock Market Investing
Estate Planning
Budget-Friendly Recipes
College Planning
Tax Planning
Ramsey Solutions
Budgeting/Saving
Whitaker-Myers Wealth Managers

TARGET DATE MUTUAL FUND WITHDRAWAL STRATEGY ISSUES FOR THE RETIREE OR PRE-RETIREE

I would like to start off with a basic introduction to retirement-based target date and lifecycle mutual funds: Larger mutual fund...

Financial Coaching

Griffin Lusk

Mar 9, 20224 min read

Menu

Home

About

Services

Our Team
Client Login

Careers

Headquarters

20 East Main Street
Ashland, Ohio 44805

Ashland Office

Wooster Office

Mansfield Office

3524 Commerce Pkwy
Wooster, Ohio 44691

1485 Lexington Ave
Mansfield, Ohio 44907

See all our offices...

Hours

Mon - Fri 9:00 am – 5:00 pm

Evening and weekends by appointment

Contact

330-345-5000

NationalSmartVestorPro@whitakerwealth.com

Securities offered through M.S. Howells & Co., a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through Whittaker Myers Wealth Managers Ltd. and, a registered investment adviser. M.S. Howells & Co. and Whitaker Myers Wealth Managers Ltd. are not affiliated entities. Check the background of this investment professional on FINRA’s BROKER CHECK

*SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to an initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro.

SMS Terms & Conditions and Privacy Policy

Website Disclosure | Client Relationship Summary | Privacy Policy, ADV 2A & ADV 2B

Home
About
Blog
Videos
Contact

Client Logins

Our Locations

TARGET DATE MUTUAL FUND WITHDRAWAL STRATEGY ISSUES FOR THE RETIREE OR PRE-RETIREE

Client Logins

Our Team

Services

Our Locations

Support Team

Tax ELP Team

Financial Coaches

Associate Financial Advisors

Financial Advisors

Christian Values Portfolio

Financial Peace University

Financial Coaching

Corporate Services

Personal Services