by Joe Allaria | Aug 23, 2024 | Article, Retirement Planning
Can I Retire at 60 with $1 Million Dollars? Reaching a million dollars in your retirement portfolio by age 60 is a notable milestone, but it’s only part of the picture. True retirement readiness involves more than just hitting a financial target—it requires an...
by Joe Allaria | Jul 16, 2024 | Article, Retirement Planning
Navigating the path to retirement can be challenging, especially for those feeling overworked but want to retire in a good financial place. Semi-retirement can allow individuals to gradually reduce work hours and responsibilities while still receiving the benefits of...
by Joe Allaria | Nov 30, 2023 | Article, Retirement Planning, Tax Planning
The IRS has announced new contribution limits for Traditional IRAs, Roth IRAs, 401(k)s, and Simple IRAs for 2024, along with updated Standard Deduction amounts and Marginal Tax Brackets. The IRS has released its 2024 cost of living adjustments, which include new...
by Joe Allaria | Jan 13, 2023 | Article, Retirement Planning, Tax Planning
Secure Act 2.0 has been passed and continues to build upon retirement legislation that was passed in the original Secure Act of 2019. The bill is filled with dozens of changes to previous retirement law and provisions will be phased in over the next several years,...
by Joe Allaria | Jan 9, 2023 | Article, Retirement Planning
The Bipartisan Budget Act of 2015 made what some would consider significant changes to a few key Social Security filing strategies. Specifically, the legislation removed some well-known Social Security loopholes that were used by many to increase spousal benefits....
by Joe Allaria | Nov 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
When a new year is approaching, that means the window for certain opportunities is closing. Taking advantage of a few simple year-end strategies can help save you taxes and increase your bottom line. The year is almost over, and it has certainly been a bumpy one for...
Recent Comments