Retirement Portfolio Partners

12/21/2022

RMDs, 529 Plans, ROTH 401ks, QCDs, there is a lot to unpack in this new legislation.

Congress doesn't agree on much these days but there is bipartisan support to help Americans save for retirement.

12/16/2022

Moving Day

I am moving and by that I mean my office location. This might come as a shock to most of you considering in my last monthly memo I mentioned I had just signed a new lease to stay in my current office. Well if you think you are shocked you can't imagine how I feel. A little background. My lease at 1

11/11/2022

In this week’s Monthly Memo, I wrote about the election and offered my perspective on what it means for your portfolio. To be sure you get the next issue, subscribe here.

Just a simple monthly memo to keep client’s focused on their goals

10/21/2022

The employee contribution limit for 401(k) plans is increasing to $22,500 in 2023, up from $20,500, and catch-up deposits for savers age 50 and older will jump to $7,500, up from $6,500.

The agency has also increased contribution limits for IRAs, allowing investors to save $6,500 in 2023, up from $6,000 in 2022. The catch-up deposit will remain at $1,000.

10/09/2022

Conference season has started

is THE event for independent, fee-for-service financial advisors. October 8-11, 2022. Education. Networking. Community.

07/11/2022

Inflation has skyrocketed this year and has jumped to a 40 year high of 8.6% as of June 2022. But inflation-protected bond funds racked up losses, TIPS down almost 8% this year, so what gives?

04/17/2022

01/24/2022

As you may not know, the new DOL Fiduciary rule goes into effect on January 31st. The new rule imposes a fiduciary standard when recommending a rollover of qualified funds (including IRAs, 401ks, and 403bs) to a new retirement account, including IRA to IRA transfers. As a CERTIFIED FINANCIAL PLANNER™, I already act as fiduciary for all of my clients.

As you may not know, the new DOL Fiduciary rule goes into effect on January 31st. The new rule imposes a fiduciary standard when recommending a rollover of qualified funds (including IRAs, 401ks, and 403bs) to a new retirement account, including IRA to IRA transfers. As a CFP financial planner , I

10/25/2021

The Social Security administration every October announces the annual Cost-of-Living increase that Social Security recipients will receive starting in January, as well as the corresponding increase of the Medicare Part B premium. It is one of the most anticipated announcements for the millions who depend on their Social Security check every month.

Retirees who are receiving Social Security benefits will get a 5.9% boost in benefits