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Retirement Concepts Group


201 Main Street Suite #3
Parkville, MO 64152

Phone:

816-702-8300

E-mail:

Thad@retirementconceptsgroup.com

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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Wealth Management for Every Day of your Life

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The word 'your' in white text on a blue background.

Welcome to Retirement Concepts Group, LLC

Uncomplicated Wealth Management

Retirement Concepts Group, LLC is a family owned and operated independent wealth management and insurance company.  Being independent is important to us, it means we sit on your side of the table and are not required to use any one company when considering options to meet your needs.

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 As financial advisors, we are fiduciaries, legally and ethically bound to act in the best interests of our clients.  However, the fiduciary standard is not new to us, we have always considered it one of our guiding principles.  Our undivided loyalty is to our clients, their needs as well as financial goals, and we're with you every step of the way.

Whether you require complex retirement planning strategies or insurance on a budget, we can assist you with your individual and unique objectives.  Among the services and products we offer are brokerage and mutual fund accounts, IRA and 401K rollovers, fixed and variable annuities,
life insurance, long term care insurance, disability insurance, and health insurance.  Let us help you plan your future today.



Learn about our values and goals, associates, and the products and services we offer by looking under the "About Us" tab at the top.

The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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