Resolve to save more in 2025! 457(b), 403(b), and Thrift Savings Plans The contribution limit for employees who participate in a 457(b) plan, 403(b) plan, or the federal government’s Thrift Savings Plan is $23,500 in 2025 (UP from $23,000 in 2024). Catch-Up...
By T.J. Kistner, CFA, CAIA, Chief Investment Officer at Retirement Plan Advisors, and Alex Gault, CFA, Investment Analyst at Retirement Plan Advisors As a handful of tech stocks have come to dominate the S&P 500 and, more importantly, the Russell 1000 Growth...
The third quarter was an eventful one! We saw the Federal Reserve cut interest rates, the labor market weaken, and certain areas of the equity market enter “correction” territory. We think the economy appears to be on fairly solid footing. Inflation is trending lower....
This holiday season, consider gifting the teenager in your life a custodial IRA. Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you. Rules for...
Three strategies to help prepare for higher education costs. One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. As a point of comparison, the median home price in the U.S. was $417,700 at the end of...
