Retegy Blog

Take control of your finances with our expert advice and guidance on personal financial planning,
covering everything from budgeting and saving to investing and retirement.

Recent developments

Build a secure financial future for yourself and your family with our comprehensive resources
on personal financial planning, including tips, tools, and strategies for achieving your financial goals.
...
New Year, New Rules
Vladimir Kouznetsov, EA, CFP® - Jan 8, 2024

Your 2024 Retirement Playbook

As it often happens, the new year brings new rules. This time around, we have some good news for you, especially if you are planning to retire any time soon: the retirement planning landscape is getting a much-needed facelift in 2024.

...
Navigating "Five-Year Rules" of Roth Accounts
Vladimir Kouznetsov, EA, CFP® - Oct 26, 2023

Ensuring Tax-Free Withdrawals: What You Need to Know About Roth Accounts

Unlock the secrets of Roth IRAs and Roth 401(k)s with our comprehensive guide, exploring the unique tax benefits, crucial five-year rules, and strategic withdrawal practices to maximize your retirement savings and ensure a financially secure future.

Featured stories

Insider insights and expert tips for achieving your financial goals.

Tax Strategies

Pay Less, Keep More: Expert Tax Planning Strategies

Navigating "Five-Year Rules" of Roth Accounts

Navigating "Five-Year Rules" of Roth Accounts

Vladimir Kouznetsov, EA, CFP® - Oct 26, 2023

Ensuring Tax-Free Withdrawals: What You Need to Know About Roth Accounts

Understanding the Ins and Outs of Workplace 401(k) Plans

Understanding the Ins and Outs of Workplace 401(k) Plans

Vladimir Kouznetsov, EA, CFP® - Jul 28, 2023

Invest in Your Future: Deciphering the 401(k) Puzzle

New Retirement Contribution Limits for 2023

New Retirement Contribution Limits for 2023

Retegy Team - Dec 4, 2022

The Internal Revenue Service has released new retirement contribution limits for the coming year.

Financial Planning

Money Talks: Unlocking the Secrets to Financial Planning

Managing Debt: Effective Strategies

Managing Debt: Effective Strategies

Vladimir Kouznetsov, EA, CFP® - Jul 25, 2023

Practical Strategies and Approaches for Effective Debt Management

Top Financial Mistakes to Avoid

Top Financial Mistakes to Avoid

Vladimir Kouznetsov, EA, CFP® - Jul 14, 2023

Top financial mistakes to avoid, empowering you to take control of your money and pave the way toward financial prosperity

End-of-the-Year Money Moves. 2022 Edition

End-of-the-Year Money Moves. 2022 Edition

Retegy Team - Nov 23, 2022

Here are some things you might consider before saying goodbye to the outgoing year



Copyright © 2023 Retegy LLC. All rights reserved.

Vladimir Kouznetsov, EA, CFP® is an investment advisor representative at Retegy LLC.
Retegy LLC is a registered investment advisor offering advisory services in the State of California, Washington, and other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Retegy LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible under applicable laws, Retegy LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Retegy LLC does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Retegy LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Retegy LLC or a Retegy LLC authorized representative has been advised of the possibility of such damages. In no event shall Retegy LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
ADA Compliance Policy: Retegy LLC is committed to keeping our site compliant with the Americans with Disabilities Act. We welcome feedback on how to improve our site to make it accessible to everyone.