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Happy New Year! Congress Gifts SECURE 2.0

Happy New Year!  Congress Gifts SECURE 2.0 A key change in legislation just before the end of the year was congress passing the Consolidated Appropriations Act of 2023, which included the SECURE Act 2.0.  Ed Slott and Company has featured a great article about some of the highlights of SECURE 2.0, the article is from...
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New Retirement Contribution Limits for 2023

New Retirement Contribution Limits for 2023 Near-record levels. The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement Accounts (IRAs). IRA contribution limits are up $500 in 2023 to $6,500. Catch-up contributions for those...
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Should We Reconsider What “Retirement” Means?

Should We Reconsider What “Retirement” Means? The notion that we separate from work in our sixties may have to go. An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional concludes her career at...
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End-of-the-Year Money Moves

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2022. What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That’s one step. Did you remarry? There’s another step....
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Should You Prepare to Retire on 80% of Your Income?

Should You Prepare to Retire on 80% of Your Income? Examining a long-held retirement assumption. A classic retirement preparation rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom still valid, or does it need reconsidering? Some new research suggests that retirees...
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Why Don’t All Affluent People Become Wealthy?

Why Don’t All Affluent People Become Wealthy? Perception, hesitation, & poor decisions are factors. Why do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50 or 60. In some cases, fate deals them a bad hand. In other cases,...
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