Americans’ finances are being squeezed as inflation pushes up prices on things such as rent, groceries and gasoline. As a result, many are putting off saving for retirement. But the…
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Retirement and Tax Strategy for High Earners in 2022
If you’re interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way. As an introduction,…
What’s Your Retirement Confidence Level?
The pandemic and global economy has altered the lives of every American. Confidence in retirement starts with recognizing that today’s financial behaviors and progress made toward financial goals affect tomorrow’s…
Portfolio Management During Volatility
It’s no secret the financial markets have taken a beating, as reflected in ongoing volatility. For investors, looking at daily market returns can be unsettling. Despite these issues, we believe…
How to Lower Your Tax Bill Close to Retirement
When nearing retirement, many Americans look forward leaving tasks like tax planning behind with the working grind. However, planning strategically now can mean more funds for the things you love…
Understanding RMDs With CKS Summit Group
Congress allowed people to suspend taking required minimum distributions as part of COVID-19 relief, but since 2021, RMDs are back on. Here’s how to avoid aggressive penalties for taking out…