Home2020-12-08T18:48:57+00:00

On Time, Tax Benefits, On Target, UnTouchable

By Steve Kerby

“Making contributions to a traditional or Roth IRA dramatically increases your ability to build a bigger nest egg, especially if your employer matches contributions. You want to take advantage of this “free money.” Steve Kerby

Are you participating in your employer’s 401k or IRA plan? If not, you may be missing out on the opportunity to avoid running out of money when you no longer work. This is especially true now that the “Setting Every Community Up for Retirement Enhancement (SECURE) Act became law at the beginning of 2020.

Bureau of Labor Statistics research indicates that only about 56% of eligible workers participate in a retirement plan offered by their employer in any given year. That’s troubling, especially when you consider that people tend to vastly underestimate how much money they will need once they no longer bring in a paycheck.

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INVITED AUTHORS

Brad Pistole

Brad Pistole

Trinity Insurance & Financial Services, Inc.

Lyle Boss

Lyle Boss

Boss Financial & Insurance Services, LLC

Joe Edgeworth

Joe Edgeworth

The Edgeworth Insurance Group

Al Martinez, America's Financial Solutions Group

Al Martinez

America’s Financial Solutions Group, LLC

Lisa Cassidy

Lisa Cassidy

America’s Financial Solutions Group, LLC

Chad Owen

Chad Owen

Eagle Shadow Life & Annuity , LLC

Tim Davis

Tim Davis

Davis Capital Corp.

Dave Stanley

Dave Stanley

Financial Consultant | CEPP

Jim Junge

Jim Junge

Benefit Services Group

Laurabell Lyster

Stephen Dybwad

Investment Advisor Representative

Eric Hutter

Eric Hutter

Osprey Retirement Solutions

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