EPISODE · Mar 4, 2024 · 24 MIN
The Best Of Refining Retirement Podcast - Baby Boomer Problems
from The Best of Refining Retirement · host Brad Ford
Dana and Brad discuss problems that younger baby boomers face as well as the updated retirement account contribution limits for 2024. Takeaways: - If you lose 50% of your investment, you now have to make 100% of what you have to be where you started. - You can view the 2024 Roth IRA & 401(k) contribution limits by clicking here, https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000 - Download our FREE helpful resource, “What to do in a Down Market” Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
What this episode covers
Dana and Brad discuss problems that younger baby boomers face as well as the updated retirement account contribution limits for 2024. Takeaways: - If you lose 50% of your investment, you now have to make 100% of what you have to be where you started. - You can view the 2024 Roth IRA & 401(k) contribution limits by clicking here, https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000 - Download our FREE helpful resource, “What to do in a Down Market” Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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The Best Of Refining Retirement Podcast - Baby Boomer Problems
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