Latest News
Time for a Year-end Retirement Plan Review - CNBC
As most of us know, periodic review of our retirement plan is needed to make sure we’re on track for the future. But as the end of the year approaches, it’s especially important to understand that there are financial opportunities available now which will disappear on New Years Day, so you should examine whether it’s possible to enhance your retirement plan by taking some steps before the opportunity disappears. In this CNBC article by Michelle Fox, the author discusses how to maximize your 401(k) contributions, explains considerations for rebalancing your investment portfolio, and discusses evaluating year end income tax considerations even to the extent of possibly taking a loss to offset other investment gains. The message is simple - there’s still time to make some financial moves which could help your retirement future. Click here to read more.
This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.
