Retirement on your horizon? Thinking of rejoining the workforce? Dive into our article for key financial insights tailored to your return journey! From tax implications to retirement account changes, we’ve got you covered.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions.
Planning to punch the clock beyond retirement age? Did you know 33% of current workers expect to retire at age 70 or older, or not at all? Working in your 60s, 70s, or beyond has perks, but beware unexpected consequences!
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services, explains the tax benefits received when contributing to your traditional 401(k) or Roth 401(k).
Excerpt: Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough not to need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and still receive tax benefits.
Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here’s a look at some of the costs that will apply in 2024.
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services explains how offering an 401(k) match to employees can bolster a company’s reputation and encourage employees to save for retirement.
The SECURE 2.0 Act, included numerous provisions that affect required minimum distributions (RMDs), including when to begin RMDs.
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who may have less than they think in their retirement accounts because they contain all pre-tax funds.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to provide advice to investors who are dealing with multiple inherited IRA required minimum distributions, governed by different tax rules.
