Retirement savings

Tax & Legal Guidance

Tax Planning for Retirement: Utilizing IRAs, Roth Conversions, and HSAs

Navigating tax planning for retirement involves strategic use of IRAs, Roth conversions, and HSAs to maximize savings—discover how to optimize your retirement strategy today.

Jennifer
December 10, 2025

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Tax & Legal Guidance

The 60-Day Rollover Rule: Avoiding Penalties on IRA Transfers

What you need to know about the 60-day rollover rule can save your IRA from costly penalties—discover how to stay compliant and protect your savings.

Jennifer
November 14, 2025

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Retirement Planning

Retirement Planning in a High-Inflation Era

What strategies can help you safeguard your retirement savings during high inflation? Find out how to stay ahead and protect your future.

Jennifer
October 27, 2025

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Tax & Legal Guidance

IRA Contribution Limits and Rules for 2025

Breaking down IRA contribution limits and rules for 2025 can help optimize your retirement savings—discover the key details you need to know.

Jennifer
October 23, 2025

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Retirement Planning

Maximizing Catch‑Up Contributions With Precious Metals in Your IRA

Navigating catch-up contributions with precious metals in your IRA can boost your savings—discover how to maximize your benefits and ensure compliance.

John
September 11, 2025

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IRA Investment strategy

NewBottomLine 401k: Secure Your Retirement Future

Explore the NewBottomLine 401k to pave the way for your financial stability in retirement. Discover benefits, strategies, and how to maximize your savings.