Planning for retirement goes beyond saving enough money; it also involves having a solid tax strategy. In this episode of Money in Motion, we delve into the crucial aspects of retirement taxes and the potential challenges individuals face. From the impact of tax-deferred accounts to drawing Social Security and anticipating future tax rate changes, we …

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Unbeknownst to many investors, companies have the option of offering their employees a new different type of tax-advantaged retirement plan: the Roth 401k. Not all sponsors of Traditional, Pre-Tax 401ks have adopted the Roth feature, but it is not too early to consider whether contributing after-tax dollars to a Roth 401k can help you achieve …

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In today’s article, we will be going over an unlikely retirement role model, discussing Gen Z Era Retirement, and learning what we can apply to our retirements today. Generation Z, the youngest working generation, is commonly thought of as being consumed with the present and uninterested in the future. However, recent research has shown that …

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