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Retirement Planning

Coming Attraction: Supersize 401(k) Contributions

Taking effect in 2025, The SECURE Act 2.0 established an even bigger 401(k) catch-up for those who are 60, 61, 62, and 63, a bonus contribution of $3,750.

Social Security COLA for 2025

The Social Security Administration has announced an 2.5% benefit increase for 2025. Changes in inflation in 2024 means benefits will only increase by $50 per month, on average.

How to Protect Your 401(k) Money

Protecting, preserving and planning for your 401(k).

The IRA Tuns 50

Some facts & figures about the IRA, 50 years since its introduction.

Limited RMD Relief

IRS waives RMD penalties for certain inherited IRAs.

Retirement Readiness

Pro and con on whether we are saving enough for retirement.

Your Social Security Benefit Start Date

An interesting recent study of the psychology of claiming benefits.

Roth Plan Tweaks

Changes enacted in the SECURE Act 2.0 go into effect this year.

Retirement Jitters

More folks are delaying retirement, and some retirees are returning to the work force.

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