How Retirement Spending Changes with Time

No matter your spending pattern, the key is to have a carefully devised financial plan. New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? These concerns may be legitimate. Some...

RPA’s 1Q23 Market Commentary is Available

We anticipate excellent long-term investment opportunities, and potentially a recessionary bear market. Check out RPA’s latest market summary to learn more, including how RPA is looking out for you.

Where Will Your Retirement Money Come From?

Retirees’ actual experience with six key income sources. What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come from a variety of sources. Here’s a quick...

SECURE Act 2.0: An Overview

Key retirement provisions to understand: In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contributions to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a...

RPA 2023 Tax Guide

Use this handy reference tool as you plan your financial year. As you set your annual financial goals and plans, RPA invites you to review and save a copy of our 2023 Tax Guide. Contact your RPA Financial Advisor to discuss your personal financial considerations and...

2023 Retirement Plan Contribution Limits

What can you contribute this year? 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 $22,500 in 2023 (up from $20,500 in 2022). Catch-Up...
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