Posts Tagged ‘retirement planning’
2025 Retirement Contribution Limits and Updates
Significant changes to contribution limits and income restrictions offer new opportunities for savers, especially for those utilizing 401(k)s, IRAs, and catch-up contributions. Here’s a comprehensive guide to these updates!
Read MoreFrom Saving to Spending Build a Tax-Smart Withdrawal Strate
A smart, tax-efficient withdrawal strategy can help you make the most of your savings, ensuring a fulfilling and confident retirement. Start planning today!
Read MoreSocial Security Says 2.5% COLA in 2025
Social Security beneficiaries will receive a 2.5% increase in 2025, per the Social Security Administration. The COLA adjustment will impact over 72.5 million beneficiaries. Beneficiaries will receive a new one-page COLA summary detailing the new benefits and the exact date the 2025 adjustment will start.
Read More2025 Retirement Contribution Limits
The 2025 contribution limits for retirement plans are now live! Check out the chart for key differences from 2024.
Read MoreSocial Security Benefits Are Projected To Rise 2.5% In 2025
Social Security and SSI benefits for more than 72.5 million Americans will increase 2.5% in January 2025.
Read MoreLet’s See That “Retirement Smile!”
Did you know retirement has three stages, not just one? It’s about managing your health, independence, and wallet.
Read MorePlanning, Saving, and Spending Over a Lifetime
Check out these seven major events where savings can make a huge difference in helping you enjoy life’s special moments.
Read MoreStaying on Top of Your 401(k) Can Pay Dividends
While it’s tempting to follow every market fluctuation, the key to securing a prosperous retirement lies in long-term planning.
Read MoreTax Strategies For Retirement Account Withdrawals
With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.
Read MoreFinancial Wellness on Your Path to Retirement
Secure your golden years! Pursue financial wellness in retirement with these key strategies.
Read MoreMaximize Your 2024 Healthcare Savings With Your HSA
With the IRS raising the contribution limit for 2024, now is the perfect time to make the most of your HSA!
Read MoreWhat is an HSA?
Save money & live healthier by opening an HSA to manage your healthcare costs, even if you’re on a high-deductible plan.
Read MoreCritical Estate Documents
Understanding the difference and benefits of financial & healthcare documents is vital to your estate plan.
Read MoreRevisiting Elder Care Issues
Existing financial, health care, and living arrangements that were satisfactory at age 65 often require a second look.
Read MoreThe Role of Caregiver Affects Women Differently
Caregiving can affect women’s professional advancement at work, as well as their ability to save and plan for retirement.
Read More401(k) Rollovers Can Make or Break Retirement
Coaches, understanding the value of rollovers is essential to preserving a secure & organized financial future.
Read MoreCountdown to Retirement
Many people age 50 and older haven’t begun to save for retirement or have yet to accumulate sufficient funds. It’s not too late to take charge.
Read MoreAmerica’s Changing Vision of Retirement
As you prepare and save for retirement, give some thought to the kind of retirement you envision for yourself.
Read MoreRoth vs Traditional 401k
Retirement Consultant Mike Callahan reviews the differences between Roth and Traditional 401(k)s in our latest educational video.
Read MoreMoving Your 401(k) to Roth IRA Tax-Free
When you retire, you can roll after-tax contribution money into a Roth IRA on a tax-free basis. But, there are some important caveats.
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