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Planning Financial Futures

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether. Personal financial planning is an ongoing, … Read More

Retirement Plan Limits

IRS Limits on Retirement Benefits and Compensation   2022 2021 2020 401(k), 403(b), 457 Elective Deferral Limit $20,500 $19,500 $19,500 Catch-Up Contribution Limit (age 50 and older) $6,500 $6,500 $6,500 Annual Compensation Limit $305,000 $290,000 $285,000 Defined Contribution Limit $61,000 … Read More

What is Roth 401(k)? Is it Right for Me?

Roth 401(k) Basics Elective deferral contributions to a traditional retirement plan are contributed on a pre-tax basis and help lower your current taxable income. Roth elective deferral contributions, however, are much like a Roth IRA in that contributions are made … Read More

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