Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
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.
6 Simple Oversights That Can Ruin Your Retirement Plan
October 8, 2021School of Saving and Investing
Saving for retirement is crucial for most Americans to enjoy their twilight years, but these 6 mistakes can ruin your retirement plan.
How Inflation Impacts Your Retirement Plan
August 12, 2021School of Financial Wellness
Rising prices can impact the amount of income you need in retirement, but planning properly can help ease the burden of inflation.
Money Management During Retirement
June 8, 2021School of Financial Wellness
Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.