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Planning for retirement can feel overwhelming, but breaking it down into a calendar can make it manageable. This week, we're mapping out key milestones on your "Retirement Calendar," from initial savings goals to those crucial pre- and post-retirement decisions. Join us to create a timeline that ensures you're financially prepared for your dream retirement.
In this episode, we'll break down the basics of Roth IRAs, including contribution limits, income eligibility, and tax implications. We'll also explore Roth conversions, discussing the potential benefits and drawbacks of converting traditional IRAs to Roth IRAs. Finally, we'll provide tips on how to determine if a Roth IRA or Roth conversion is right for your financial goals.
In this episode, we dive into the basics and benefits of IRAs and 401(k)s.
We explain how these retirement accounts differ, explore their tax advantages, and discuss contribution strategies.
Join us to gain insights that can help you make the most of your retirement savings plan.
Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.
During this episode, we’ll take a thorough look at Social Security survivor benefits and what your ideal filing age may be.