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Individual Retirement Accounts: What You Need to Know

Money Talk

I recently attended a Financial Planning Association (FPA) webinar about traditional and Roth IRAs presented by Ed Slott , a nationally recognized expert on IRAs and frequent presenter at conferences for financial advisors. 401(k), 403(b), 457, or Thrift Savings Plan). There is no way out. tax bracket was over 90%.

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Financial Security and Happiness in Later Life: Reflections from Recent Webinars

Money Talk

I recently attended a number of webinars about retirement planning. Recovering Losses is Difficult - In one webinar, an example was given of stock originally purchased for $100 a share and sold in a panic at $66.66 Being the author of a book about transitions in later life , I am always looking for new information about this topic.

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Can Farmers Ever Afford to Retire?

Money Talk

One of my Money Talk clients is my long-time employer, Rutgers Cooperative Extension. In addition to writing monthly Small Steps to Health and Wealth™ financial messages , I also present online webinars and class segments. 401(k), 403(b), 457 plan, and thrift savings plan), and other employer benefits (e.g.,

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Retirement and Taxes: "To" and "Through" Planning

Money Talk

This post describes highlights from a recent webinar about retirement planning and taxes in both "to retirement" years (working and saving) and "through retirement" years (later life asset withdrawals). Examples include a 401(k) or 403(b) plan and traditional IRA. Does your employer offer matching retirement contributions?

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Webinar Replay: New Employee Benefits Requirements for Part-Time Employees, Independent Contractors

McDermott Will & Emery Employee Benefits

Provisions of the […] The post Webinar Replay: New Employee Benefits Requirements for Part-Time Employees, Independent Contractors appeared first on EMPLOYEE BENEFITS BLOG. If you employ part-time workers and/or engage independent contractors, sit up and take note: 2024 brings significant changes to how you must manage your workforce.

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Tax Planning Tools and Techniques

Money Talk

I recently attended a NY Public Library webinar about tax planning and below is a summary: Standard Deduction - 2023 saw the largest ever automatic adjustment to standard deductions since indexing was introduced in the 1980s. Workers age 50 + can save up to $7,500 in IRAs and up to $30,000 in employer savings plans in 2023.

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Global benefit edu-action webinar write up

Employee Benefits

When people save in a 401k, for example, they’re by and large not thinking about all the features, they’re thinking about stopping working one day through retirement, right? So, we think about the benefit, not in terms of the employer base benefits, but rather the ultimate benefit of taking action in mind.”

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