Feb 24, 2022 | Investments, Retirement Planning
KEY POINTS A couple of provisions that were in the 2019 Secure Act may become more apparent this year. Other changes to 401(k) plans could be on their way, given the bipartisan support for new retirement legislation in Congress. Contribution limits also are higher...
Feb 22, 2022 | Retirement Planning
But first you have to navigate some complex rules KEY POINTS You may be overlooking the biggest potential source of funds in your retirement planning. For many people, their lifetime Social Security benefits represent one of their biggest assets. Knowing the ins and...
Feb 11, 2022 | Retirement Planning
Josephine Flood | CNBC On the surface, retirement planning hasn’t changed all that much over the years. You work, you save and then you retire. But while the mechanics may be the same, today’s savers are facing some challenges that previous generations didn’t...
Feb 4, 2022 | Retirement Planning
The new year offers opportunities for many Americans in their careers and financial lives. The “Great Reshuffle” is expected to continue as employees leave jobs and take new ones at a rapid clip. At the same time, many workers have made a vow to save more this year,...
Feb 1, 2022 | Financial Planning, Retirement Planning, Taxes
KEY POINTS You can funnel $20,500 into your 401(k) plan for 2022, up from $19,500 from 2021. Boosting your contribution rate now offers more time for growth, and may make it easier to meet yearly goals. But you need to know how your company’s 401(k) match works before...
