"HOPE is not a financial plan"
~ Ric Edelman
Welcome to
Pathway Benefit Services, Inc.
Whether you are an employer or an employee, there is much to consider when thinking about your retirement plan. We have developed this website to help you gain a better understanding of the financial concepts, opportunities, and potential rewards available when you take a proactive approach to your retirement planning. After all, it's your future.
Please explore the "Resources" tab for articles, newsletters, videos, and links to valuable information. There are also calculators and a "Planning Tools" tab to assist you on your personal financial path. There are numerous questions that do not have definitive answers, and we are here to educate you and help you customize a plan to pursue your retirement goals.
Be sure to add our site to your favorites list and visit us often.
We wouldn't want you to miss any valuable tips on making your money work for you!
Newsletters
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Important Tax Breaks for Pass-Through Businesses
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.