September 10, 2021 – Ian Weiner, CFP® is the founder of Simply Retire Inc. DBA Just Retire Now, a comprehensive Financial Planning and Wealth Management firm based in Bentonville, Arkansas. Partnering with EXOS WEALTH MANAGEMENT LLC, offering asset management and insurance services.
Just Retire Now has retained J. Marcel Louimeus, MBA, ChFC®, CRPS®, AIF® as Director of Institutional Retirement, focused on providing cost-effective cutting-edge retirement plan solutions to businesses ranging in size from individual high earners to enterprise level solutions. J. Marcel has been able to, on average decrease overall plan fees by .39 percent, increase overall plan performance by .27 percent, and attain an active employee participation rate of 90 percent across all plans. In a $10,000,000 401(k) plan, .39 percent in savings represents $39,000, monies which go back to work for Americans in their chartered retirement plans.
As a CERTIFIED FINANCIAL PLANNER™ Weiner guides his clients through the Just Retire Now process, intending to be “the last Financial Planner they’ll ever need.” With a strong emphasis on tax planning and strategy, Ian has helped clients minimize their long-term tax burden through proactive planning, in some cases resulting in millions less in long term taxation and estate taxes. Of recent interest to many of Just Retire Now’s clients is a strategy to utilize an obscure part of the tax code to defer capital gains and depreciation recapture for up to 10 years, a significant opportunity given the potential for significant retroactive tax increases in 2021.
Ian’s focus is helping clients get into the “0” % tax bracket through careful asset allocation, proactive planning, advanced strategies and a deep understanding of the tax code, allowing Just Retire Now to simplify and streamline retirement income for the next generation.Just Retire Now operates as a “Virtual Family Office” where the team acts as the “quarterback” of a client’s financial plan, coordinating with their CPA, Estate Planning attorney, banker and more to optimize communication and ensure all of a client’s trusted partners are collaborating to help them achieve their very personal goals.
Interested parties can visit justretirenow.com to learn more and request a complimentary second opinion of their financial plan or corporate retirement plan.