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.
Retirement Planning
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.
2021 Limits for IRAs, 401(k)s and More
Numbers to know for the new year.
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.
“Backdoor” Roth IRAs
If you make too much money to open a Roth IRA, you could create one this way.
You can sum up the appeal of a Roth IRA in three words: federal tax benefit.
Can You Put Your IRA into a Trust?
What you should know about naming an IRA beneficiary.
Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name a trust as the beneficiary of your IRA.
New IRS Contribution Limits for 2020
Changes for 2020.
The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes.
Retirement and Adult Children
Supporting family can put a crimp in your strategy.
Families are one of the great joys in life, and part of the love you show to your family is making sure that their basic needs are met. While that’s only to be expected from birth through the high school years, many households are helping their offspring well into their twenties and beyond.
A Retirement Fact Sheet
Some specifics about the “second act.”
Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.
