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Tag: IRA

Smart Tax Planning: Top 5 Tips for Retirees

Posted on June 1, 2023June 1, 2023 by Matt

Smart Tax Planning: Top 5 Tips for Retirees is a comprehensive guide on effective tax strategies for retirees. The blog post covers understanding taxation on retirement income, tax-efficient withdrawal strategies, the use of deductions and credits, as well as estate planning.

Retirement Savings: Strategies to Save the Right Amount

Posted on March 30, 2023March 30, 2023 by Matt

If you save too much for retirement, you may need more cash in the short term because your funds are locked up in your retirement accounts. Your savings could be reduced if you remove the money before retirement due to penalties or taxes.

IRA Contribution Deadline For 2022 Approaching, Here’s What You Need To Know

Posted on March 27, 2023March 27, 2023 by Doreen

The yearly contribution deadline is normally the same as the tax deadline for the year in question. For example, the 2022 IRA contribution deadline is April 18th, 2023.

The Changing Landscape of Retirement: What You Need to Know

Posted on March 26, 2023March 26, 2023 by Doreen

Retirement is no longer the same as it used to be. The traditional idea of working until age 65 and then spending your remaining years in leisure is becoming increasingly outdated

Ready to Take the Plunge into Semi-Retirement? Here’s What You Need to Know.

Posted on March 9, 2023March 9, 2023 by Matt

Planning financially can help you ease into retirement if you require time to replenish your nest egg or want to take it easy for a while.

The Surprisingly Straightforward Solution to America’s Retirement Problem

Posted on March 4, 2023March 4, 2023 by Doreen

Among all the policy levers we can pull to help address the retirement issue in the United States, the most effective may be astonishingly straightforward. According to a stunning new study, merely speaking with a financial counselor may be enough to increase people’s savings rates significantly.

Great News, Your Roadmap For Retirement Recovery Is Here

Posted on February 26, 2023February 26, 2023 by Doreen

Most people are playing catch-up. The bear market is to blame for last year’s losses, which caused account balances to decrease, particularly in the first half of 2022. The good news? In the game of retirement savings, the time does not run out, unlike in NFL football. Comebacks are feasible, provided the proper strategy is employed and adhered to. The strategy used is known as a recovery plan.

Strategies to Maximize Your Retirement Savings: Delay Tax Payments

Posted on February 20, 2023February 20, 2023 by Matt

Withdrawing money out of a retirement account is never ideal, but if you meet specific criteria, you may be exempt from paying the 10% tax.

Expand Your Employer Retirement Benefits with the SECURE 2.0 Act

Posted on February 16, 2023February 16, 2023 by Matt

The SECURE 2.0 Act of 2022 aims to alter this scenario by streamlining and clarifying plan laws and increasing retirement plan coverage and savings.

When is the Right Time to Retire?

Posted on February 11, 2023February 11, 2023 by Doreen

We’ve been saving for retirement for decades. Therefore, it may be both thrilling and demanding when the moment comes. Retiring is a big decision that requires you to consider important financial factors.

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