Retirement Planning

top of page

Pursuit Planning and Investments, LLC

About You
About Us
Our Services
Blog
More
- Resources
- Current Clients
More

Use tab to navigate through the menu items.

The Planner's Beta

Musings From a Financial Planner

All Posts
Video Library
Commentary / Current Topics
Equity Compensation
Investing
Life Management
Student Loans
Financial Advisor Benefits
Lifestyle
Retirement Planning
Self-Employed Business Owners
Tax Planning
Tutorials
Education Planning
Family Planning

Search

The IRA for the Spouse in Flux

Nate Baim, MBA, CFP®

May 12
7 min

Retirement Planning

The IRA for the Spouse in Flux

Financial Capability Beyond April

Nate Baim, MBA, CFP®

Apr 18
6 min

Life Management

Financial Capability Beyond April

Tax Planning for Working Professionals

Nate Baim, MBA, CFP®

Apr 7
7 min

Tax Planning for Working Professionals

SECURE 2.0 Act Enhancements Across the Retirement Continuum

Nate Baim, MBA, CFP®

Jan 4
5 min

Commentary / Current Topics

SECURE 2.0 Act Enhancements Across the Retirement Continuum

What You Need to Know About Your 401(k)

Nate Baim, MBA, CFP®

Dec 7, 2022
6 min

Retirement Planning

What You Need to Know About Your 401(k)

Quitting Loudly - Early Retirement Considerations

Nate Baim, MBA, CFP®

Nov 1, 2022
6 min

Retirement Planning

Quitting Loudly - Early Retirement Considerations

Changing Jobs – What Happens to Your 401(k)?

Nate Baim, MBA, CFP®

Sep 13, 2022
4 min

Retirement Planning

Changing Jobs – What Happens to Your 401(k)?

What Is a Target-Date Fund?

Nate Baim, MBA, CFP®

Aug 4, 2022
7 min

What Is a Target-Date Fund?

You’re Self-Employed. How Do You Save for Retirement?

Nate Baim, MBA, CFP®

Jun 8, 2022
9 min

Self-Employed Business Owners

You’re Self-Employed. How Do You Save for Retirement?

The Backdoor Roth IRA Tax Strategy

Nate Baim, MBA, CFP®

Jun 1, 2022
8 min

Retirement Planning

The Backdoor Roth IRA Tax Strategy

New Job: What to Do With Your Old 401(k)?

Nate Baim, MBA, CFP®

May 24, 2022
9 min

New Job: What to Do With Your Old 401(k)?

CONTACT US

Text or Call: 971-803-5948

Located in Portland, OR

Schedule a Virtual Meeting

First Name

Last Name

Email

Write a message - Please DO NOT send personal identification information such as your SSN or account numbers.

Thanks for submitting!

Current Clients

© 2018-2022 by Pursuit Planning and Investments, LLC. All rights reserved. Pursuit Planning and Investments, LLC, is a Registered Investment Adviser in the State of Oregon.

bottom of page