Category: Retirement Planning

2022 IRS Annual Limit Changes

By Chris Allen, CFP The IRS generally raises the income phaseout limits and contribution limits according to cost-of-living adjustments. The Consumer Price Index (CPI), arguably …

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Is Your 401(k) Plan Underperforming?

Are you looking to improve the results of your retirement plan in the new year? If you are like many investors, your Roth accounts, IRAs …

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Retirement Blunders to Avoid

Market Timing and Diversification Rather than chasing last year’s best performing investments or speculating on the future performance of a limited number of securities, investors …

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Minimizing Tax Burden After Retirement

As you get closer to retirement, odds are that you’ve been looking for every opportunity to reduce your tax burden in order to preserve your …

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Medicare and Employer Coverage – Working Past Age 65

Almost 20 percent of Americans 65 and older are now working, according to the latest data from the U.S. Bureau of Labor Statistics. That seems …

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This is 50: Retirement Planning Questions for the Homestretch of Your Career

They say 50 is the new 40. People are living longer than ever. There was a time when your 50th birthday represented the beginning of …

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Do You Have a Retirement Vision Statement?

If you’re like most Americans, you’ve probably dreamed about retirement your entire career. For many, retirement represents freedom. Retirement offers freedom from the time constraints …

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