Retirement Planning
5 Ways to Save for Retirement After Maxing Out Your 401(k) and Roth IRA

Thinking of retiring? Great! But before you hang up your hat, do you have enough savings set aside for retirement? As it stands, the average American has about $167,944 saved for retirement. But what happens when you max out your Roth IRA and 401k for the year? The IRS has strict limits on how much…

Author
Christopher K. Winn
Oct, 03 2022 · Retirement Planning
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Retirement Planning for Business Owners: What You Need to Know When Selling Your Business for Your Retirement

Thinking about retirement? If you’re like most business owners, the bulk of your net worth is tied to your business. Of course, you have savings and investments, but to really retire comfortably, you’ll need to unlock your most valuable asset. Read this guide to learn more about steps and best practices for business owner retirement planning

Author
Christopher K. Winn
Sep, 05 2022 · Business Owner Planning
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The 10 Best and 10 Worst States in Which to Retire In [2022 Guide]

What are the best and worst states for retirement? Check our in-depth guide to find your perfect state for a comfortable retirement. In our guide, we compare the cost of life, taxes, healthcare, and other factors.

Author
Christopher K. Winn
Aug, 08 2022 · Retirement Planning
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Are Your Retirement Dreams Out of Reach?

Every year the Employee Benefit Research Institute publishes their Retirement Confidence Survey.  Any every year one of the keys to overall retirement confidence is having a written goal.  But for many of us, a retirement goal that needs million(s) of dollars seems daunting and even impossible to achieve.  What if you’re investing as much as…

Author
Christopher K. Winn
Jun, 04 2015 · All articles
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2015 Playbook: Diversification, Divergence and Defense

Looking back on 2014, history will show that it was a “pretty good” year to be an investor—in the United States.  No one will remember the three minor corrections during the year that spooked the markets or the fact that no professional investor in January 2014 felt “really good” about being in either the bond…

Author
Christopher K. Winn
Jan, 30 2015 · All articles
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IRS Reverses Course in Favor of HCEs

[fusion_text]The IRS finally gave up after years of fighting that after-tax 401(k) dollars cannot be rolled into a Roth conversion. Most people simply put money into their 401(k) pre-tax–up to the annual employee limit. However, some plans allow employees to make contributions above the annual deductible limit on an after-tax basis. The employee didn’t get…

Author
Christopher K. Winn
Oct, 06 2014 · All articles
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