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...
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...
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...
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...
Remember to factor in, for example, business ventures and extended travel. Most retirement savings portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization...
Where the market stands, and what may lie ahead. Check out our latest market summary to get RPA’s perspective on the bear market we all find ourselves in.
