Retirement Plans
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Understanding After-Tax 401(k) Contributions and Their Benefits
While the 401(k) retirement account is an effective option for saving for your golden years, it comes with some limitations, the primary one being ... -
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 ... -
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, ... -
Avoid These Hurdles to Protect Your Retirement Plan
Planning for retirement is a pivotal stage in your life, one that demands meticulous attention and careful consideration. Amidst the array of financial decisions ... -
Adjusting Your 2024 Retirement Plan for Income Shortfalls
The economic landscape at the start of 2024 presents retirees and soon-to-be retirees with both challenges and opportunities. With shifting market dynamics, evolving policies, ... -
Ensure Your Retirement Plan is Ready in Case the United States Raises Retirement Age
At the core of every retirement strategy lies a crucial factor that sets the trajectory for your golden years – the retirement age. This ... -
5 Key Questions to Consider to Prepare Yourself for a Solo Retirement
Shifting demographics, changing lifestyle preferences, and evolving societal norms are undergoing a significant transformation. According to a Pew Research Center analysis spanning the years ... -
How Age Discrimination Could Affect Your Retirement Plans
In today’s society, we celebrate the values of diversity and inclusivity, recognizing the importance of embracing people of all backgrounds and identities. However, many ... -
Defined Benefit vs. Defined Contribution Retirement Plans
While planning for your retirement, you may need to choose between a defined benefit plan versus a defined contribution plan. This choice necessitates careful ... -
What is the SECURE Act 2.0 And How Can It Affect Your Retirement Savings?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed in 2019 and enacted under former President Donald Trump on December 20, ...
