Kyle Whittington, CFP®

The SECURE Act 2.0 passed in late December. This legislation includes many changes that could impact your retirement plan.

Individual Retirement Accounts [IRAs] – referred to as retirement ‘arrangements’ by the IRS – can be an easy, flexible way to increase retirement savings and lower your tax bill. This year, you can contribute more to these types of plans. Incorporate the new, higher limits into your financial plan as soon as possible to make… Read more »

Retirement planning is a complex process, but these 5 steps will get you on the right track to achieving your retirement goals.

Next year, the maximum 401(k) contribution will increase. Incorporate this change into your retirement plan as soon as possible.

The newly established student loan forgiveness program could help you reduce your debt and lower your monthly expenses.

The Lynn Greer Retirement Income Tax Cut Act of 2022 could provide state tax savings for Alabama retirees beginning in 2023.

Shifting your portfolio to defense when entering retirement can help you reduce risk and ensure your income lasts a lifetime.

Successfully navigating a bear market can be difficult for all investors, especially those preparing to enter retirement.

Robo-advisors are gaining popularity, but do they add as much value as their human counterparts? New research provides the answer.