Nerd's Eye View

NOVEMBER 3, 2023

Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll funds from a company retirement plan to an Individual Retirement Account (IRA), strengthen advice standards for independent insurance professionals, apply to (..)

Financial Planner 214

Financial Planner Retirement Planning Retirement Insurance 214

Carson Wealth

DECEMBER 27, 2022

As 55% of Americans say they don’t have enough saved for retirement, this bipartisan legislation primarily seeks to make it easier to contribute to retirement plans and use those funds appropriately for their needs in retirement. This number would drop even more by age 73 and even further by age 75. The SECURE 2.0

Retirement 98

Retirement Retirement Planning Distribution Taxes 98

Good Financial Cents

JANUARY 26, 2023

But while it’s possible to retire at 50 and have plenty of time left in life to have new experiences, it takes careful planning and a will of steel. So if you’ve got ambition and self discipline, maybe you really can retire at 50! Your retirement plan shouldn’t be. Ads by Money.

Retirement 122

Retirement Taxes Retirement Planning Accounting 122

Validea

JULY 26, 2023

Here in my home state of Connecticut, high schools will require all students to take a personal finance and financial literacy course (starting in 2027) in order to graduate ( see the announcement ). In both of those jobs, her employers offered 401K plans with matching contributions at various levels, a very nice benefit and incentive.

Taxes 52

Taxes Investing Investments Assets 52

Validea

JULY 26, 2023

Here in my home state of Connecticut, high schools will require all students to take a personal finance and financial literacy course (starting in 2027) in order to graduate ( see the announcement ). In both of those jobs, her employers offered 401K plans with matching contributions at various levels, a very nice benefit and incentive.

Taxes 52

Taxes Investing Investments Assets 52

Random Roger's Retirement Planning

MARCH 19, 2023

It laid out the threat and dug in with some numbers. in 2027, and around 6% annually through 2031." Part G Medicare, the one I believe to be the most robust supplemental plan currently costs an average of $1517/yr with projections of 10+% increases over the next few years. Healthview projects that the premium will rise 6.3%

Food 68

Food Medical Insurance Medicine 68