Most Medicare Costs Are Increasing in 2024
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.
The Importance of a 401(k) Match
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.
Much Ado About RMDs
The SECURE 2.0 Act, included numerous provisions that affect required minimum distributions (RMDs), including when to begin RMDs.
Are You Prepared for the Tax Implications of Your Retirement Savings?
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.
The New Inherited IRA Landscape — Navigating Tax Changes
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.
How 401(k) Contributions Affect Your Paycheck
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services for Henssler Financial, illustrates how a pre-tax contribution to your 401(k) for your retirement will affect your take home paycheck.
Managing Retirement Anxiety: Find Peace of Mind with a Robust Financial Plan
Chief Investment Officer Troy Harmon, CFA, CVA, teams up with Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, to help a retired couple realize that they’re not in financial trouble just because inflation and interest rates have skyrocketed since they left the workforce. They explain how a financial plan works to accommodate economic changes.
Why Did Retirement Confidence Falter in 2023?
The annual Retirement Confidence Survey found that workers’ confidence took a substantial hit: Just 20% of respondents felt very confident they will be able to afford a comfortable retirement.
The Back-Door Roth IRA Strategy: Pitfalls and Potential Tax Consequences
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to help a couple who tried to do a back-door Roth IRA on their own. Jessie and D.J. cover the nuances of a back-door Roth and some pitfalls investors can make when reporting it on their tax forms.
Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on your particular circumstances; however, once you’re retired, your income plan should strive to address four basic objectives.