Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
Retiring in Bear Market
August 5, 2022School of Saving and Investing
Successfully navigating a bear market can be difficult for all investors, especially those preparing to enter retirement.
Social Security Offices Are Open, But Expect Delays
May 20, 2022School of Social Security & Medicare
Social Security field offices have reopened to the public, but many have reported delays with service and application processing.
What Type of Business Retirement Plan to Offer
January 27, 2022School of Employer Plans
Choose a business retirement plan that maximizes savings potential and minimizes time and money spent maintaining the plan.
Max Contribution Limit for 401k Increased for 2022
January 13, 2022School of Employer Plans
Contribution limits for 401(k)s and other employer sponsored retirement plans will increase in 2022.
What is Inflation?
December 10, 2021School of Financial Wellness
Inflation is an important concern for any retirement plan because it can erode purchasing power and impact investment returns.
2022 Medicare Premiums, Deductibles and Coinsurance Announced
November 23, 2021School of Social Security & Medicare
CMS recently announced that Medicare Part A and Medicare Part B premiums, deductibles, and coinsurance will increase in 2022.
Backdoor Roth Contributions and the Pro Rata Rule
November 19, 2021School of Saving and Investing
The backdoor method allows high earners to contribute to a Roth IRA, but the Pro Rata rule can present a challenge.
The 10 Worst States for Taxes
November 5, 2021School of Financial Wellness
State taxes provide important services but can be a burden for those citizens paying them. Find out which states have the lowest taxes.
The 10 Best States for Taxes
November 3, 2021School of Financial Wellness
State taxes provide important services but can be a burden for those paying them. Find out which states have the lowest taxes.