Under SECURE 2.0, workers aged 60-63 can now contribute up to $34,750 to their 401(k) in 2025, thanks to a higher catch-up limit of $11,250! 💰 This new rule aims to boost retirement savings for those in their key pre-retirement years, helping those who may have missed out earlier in their careers.
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In this video, we highlight the key mistakes to avoid when planning for retirement to ensure a secure future. It's been said, “A smart man makes a mistake, learns from it, and never makes that mistake again. But a wise man finds a smart man and learns from him how to avoid the mistake altogether.” Hopefully by the end of this episode what I share will be deemed as smart and what you do with it will prove you to be WISE!
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Looking for a smart, tax-free investment option? 🌟 Municipal bonds might be just what you need! These bonds offer tax-free interest at the federal level (and state level in some cases), making them an attractive choice for investors looking to maximize their returns.
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Charitable giving is so good! It is good for those in need of the support, of course, but the Cleveland Clinic reports that giving can lower stress, lower blood pressure, combat feelings of depression and even lengthen ones lifespan. Maya Angelou went even further suggesting that “…among its other benefits, giving liberates the soul of the giver.”
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While not every family has a liquidity event from selling a business, we see everyday business owners frequently that have amassed taxable wealth now trying to figure out how to prudently grow it for the future without giving all of it to Uncle Sam in the process.
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Welcome to the first quarter 2025 market and economic update. We really want you to watch this video, so thanks for your time. We’re glad you’re here.
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If you read anything from year-end 2024, you’ll probably read that markets have been on a tear, or at least US large companies. Let’s look at pricing today versus the past.
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Video Recorded: November 12th, 2024 Dear Friends, We are including in this writeup the visuals we discussed in this episode of Random Gleanings – you can find our video updates at www.youtube.com/@proplanwealth any time you’d like. The charts we share come from economic and market topics that we think are interesting and are part of…
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