Retirement Planning

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.

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.

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

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

IRS waives RMD penalties for certain inherited IRAs.

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

An interesting recent study of the psychology of claiming benefits.

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

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