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Is this 401(k) Tax Benefit Disappearing?
Manage episode 373561763 series 3386110
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Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss a big change that might be coming to 401(k) plans. Starting January 1st, there may be a new rule that removes a tax benefit for retirement savers over 50 years old. We're talking about catch-up contributions and some upcoming changes that may impact them. We also spend time discussing how much people need to have saved in order to retire comfortably and what it takes to become financially secure.
Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team.
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
See if you are on track to retire https://www.theoremwm.com/start-here
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Our mission here at Theorem Wealth Management is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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