There are a lot of changes that impact planning and saving for retirement in 2024. We go over these important changes.

There are plenty of stories of people outliving their retirement savings, especially if they live long past their life expectancy. One way to make ends meet at that point is to sell your home or take equity out of it.

The sole proprietor 401(k) (better known as a Solo 401(k)) is a retirement plan specifically designed for small-business owners who do not have any employees. The contribution limits are more than typical 401(k) plans

In 2017, the Tax Cuts and Jobs Act (TCJA) was enacted by Congress, bringing about tax reductions for numerous individuals and businesses. However, without additional legislative changes, these tax cuts are scheduled to come to an end by the close of 2025.

The best way to optimize your Roth conversions is to find the optimal tax bracket to “fill up”. This can save you thousands of dollars over time.