Today, Paul talks about the outlook for 2025 for contributions to IRAs, 401(k)s, and catch-up contributions. Listen along as Paul talks about how this affects retirement planning, living on an inheritance, and what the phase-out ranges to contributions look like in the new year.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul got a question today from a listener who wants to know how an ex-spouse can take benefits when they did not
Today, Paul gives a crash course about social security and some of the most common mistakes or misconceptions when taking this benefit.
Paul brings an article about an investor who has almost $800,000 in an investment hoping it would turn around his financial situation
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