Latest News

Time to do a retirement plan checkup before year’s end

With the new year fast approaching, you still have time to do a checkup of your retirement plan, especially whether or not you’ve made the full allowable amount of contributions to your IRA and 401(k) retirement savings accounts.  Now is the time for you to do a full review of your retirement plan, including whether your actual savings are still on a trajectory to meet your goal when you finally reach the doorway to your golden years.  And, as this article by Motley Fool’s Wendy Connick explains, you should even evaluate satisfaction with your IRA provider and consider if a different tax strategy, such as a Roth IRA, should fit into your retirement picture.  Click here to read Wendy Connick’s article.

 

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.

Website by Geiger Computers