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Earning Over $345,000? Learn about 401(k) Income Limits and How to Maximize Your Contributions
Most employees use a 401(k) plan as part of their office benefits. The 401(k) is an employer-sponsored plan offered by many companies, both large ... -
Should You Downsize Now if You are Thinking of Retiring Early?
A lot changes when you retire, from your daily routine to your expenses. Your children are likely to move out during this time as ... -
The Impact of Higher Interest Rates on Tax and Estate Planning Strategies
In recent years, global financial dynamics have experienced significant shifts, notably through rising interest rates set by central banks such as the Federal Reserve. ... -
Retirees – Do This Now to Lower Next Year’s Tax Bill
With every new chapter in life comes anticipation for what lies ahead. The prospect of new opportunities can be exhilarating. However, amidst this excitement, ... -
How to Reduce Your Taxes with Eleventh Hour IRA Contributions
Tax savings and retirement planning go hand in hand. As you navigate your journey towards securing your future through retirement funds, it is equally ... -
5 Financial Actions to Take a Year Before Retirement
With retirement on the horizon, you may look forward to hanging up your work shoes and embracing a more relaxed lifestyle, free from the ... -
Top Ten Facts About Social Security You Should Know
Social Security serves as a foundational element of the social safety net in the United States, established to deliver financial aid to retirees, individuals ... -
How High Earners Can Fund a Roth IRA
When it comes to planning for retirement, maximizing tax advantages is key to ensuring your hard-earned money works as efficiently as possible for your ... -
Fiduciary Advisors Retirement Tips for 2024
Navigating the sheer volume of financial advice in today’s digital age can be daunting. From saving strategies to investment suggestions, the abundance of information ... -
Retirement Guide: Important things to do when turning 65
Reaching the age of 65 marks a significant milestone in your life. For many people, it also signals the transition into retirement – a ...
