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Retegy

Save Money on Taxes, Invest the Difference, Retire Happy!

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Featured

Retirement Planning Mistakes

Retirement Preparation Mistakes

Why are they made again and again? Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.     Calling them “mistakes” may be a bit har … [Read More...] about Retirement Preparation Mistakes

Tax Strategies

401k, IRA Savings

2021 Limits for IRAs, 401(k)s and More

November 1, 2020 By Retegy

Numbers to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. … [Read More...] about 2021 Limits for IRAs, 401(k)s and More

Roth IRA conversion

“Backdoor” Roth IRAs

June 17, 2020 By Retegy

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: … [Read More...] about “Backdoor” Roth IRAs

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Investing

Making Investment Decisions

Making Investment Decisions

July 17, 2021 By Retegy

Are your choices based on evidence or emotion? Information vs. instinct. When it comes to investing, many people believe they have a “knack” … [Read More...] about Making Investment Decisions

stock market

Translating Stock Market Jargon

July 5, 2021 By Retegy

Have you ever been confused by the jargon used on Wall Street? Allow me to translate some esoteric stock market terms into plain … [Read More...] about Translating Stock Market Jargon

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Financial Planning

year end image

End-of-the-Year Money Moves. 2020 Edition

December 12, 2020 By Retegy

Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a … [Read More...] about End-of-the-Year Money Moves. 2020 Edition

students

FAFSA Applications Are Now Open

October 17, 2020 By Retegy

Federal Student Aid opportunities are often first-come, first-served. Applications for the Free Application for Federal Student Aid (FAFSA) are now open for the academic year 2021-22. Applying for the FAFSA … [Read More...] about FAFSA Applications Are Now Open

helpful tips

End-of-the-Year Money Moves

November 1, 2019 By Retegy

Here are some things you might consider before saying goodbye to 2019. What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes … [Read More...] about End-of-the-Year Money Moves

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Retirement

Magnified Roth IRA

Why Roth IRA Conversions May Now Be Advantageous

October 24, 2020 By Retegy

Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free … [Read More...] about Why Roth IRA Conversions May Now Be Advantageous

IRA magnified

2019 IRA Deadlines Are Approaching

February 4, 2020 By Retegy

Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your R … [Read More...] about 2019 IRA Deadlines Are Approaching

Taxes?

The SECURE Act

January 21, 2020 By Retegy

Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in … [Read More...] about The SECURE Act

living trust & estate planning

Can You Put Your IRA into a Trust?

December 11, 2019 By Retegy

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, … [Read More...] about Can You Put Your IRA into a Trust?

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Market Update

Market Update

Market Update (March 2022)

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  • Market Update (March 2022)
  • Market Update (February 2022)
  • Retirement Preparation Mistakes
  • Market Update (January 2022)
  • Market Update (December 2021)
  • Market Update (November 2021)
  • Making Investment Decisions
  • Translating Stock Market Jargon
  • Inflation & the Real Rate of Return
  • End-of-the-Year Money Moves. 2020 Edition

Featured

Retirement Planning Mistakes

Retirement Preparation Mistakes

By Retegy

Making Investment Decisions

Making Investment Decisions

By Retegy

stock market

Translating Stock Market Jargon

By Retegy

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