The ultimate retirement planning guide for 2022

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...

5 ways to reset your retirement savings and save more in 2022

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,...

Now’s the time to boost 401(k) contributions for 2022

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...

Pre-tax vs. Roth 401(k): There’s more to consider than you think

Jan 28, 2022 | Taxes

KEY POINTS The start of the year is the perfect time to review your retirement savings, including pre-tax versus Roth 401(k) contributions. Pre-tax savings offers a write-off and tax-deferred growth, while Roth deposits may grow levy-free. However, there’s more to...

7 Ways To Create Tax-Free Assets And Income

Jan 25, 2022 | Taxes

GETTY Tax increases probably are coming. Even if Congress doesn’t agree on substantial increases this year, they’re likely to come. The 2017 tax law is scheduled to expire after 2025. The pre-2018 tax law will be re-instated automatically unless Congress agrees to...