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
Semi-Retirement and How it Can Benefit You 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...
by Joe Allaria | Nov 30, 2023 | Article, Retirement Planning, Tax Planning
2024 IRS Cost of Living Adjustments 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...
by Joe Allaria | Jan 9, 2023 | Article, Retirement Planning
Social Security Loopholes 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...
by Joe Allaria | Jul 26, 2022 | Article, Portfolio Management, Retirement Planning, Tax Planning
Should I Do a Roth Conversion? Roth conversions are the repositioning of assets in a Traditional IRA or qualified employer sponsored retirement plan to a Roth IRA. This strategy could make sense for investors even as they approach retirement, but it’s important...
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