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A Couple Wants to Build Their Own Retirement Plan
by
Camille Blomdahl
Director of Client Services
WealthTrace
If a retirement calculator doesn’t handles taxes correctly and doesn’t know what they own, it can’t possibly run accurate retirement scenarios.
Full story
Important Changes to Retirement Planning for 2024
by
Camille Blomdahl
Director of Client Services
WealthTrace
There are a lot of changes that impact planning and saving for retirement in 2024. We go over these important changes.
Full story
Using Real Estate to Fund Retirement
by
Camille Blomdahl
Director of Client Services
WealthTrace
There are plenty of stories of people outliving their retirement savings, especially if they live long past their life expectancy. One way to make ends meet at that point is to sell your home or take equity out of it.
Full story
The Benefits of a Solo 401(k)
by
Doug Carey, CFA
President
WealthTrace
The sole proprietor 401(k) (better known as a Solo 401(k)) is a retirement plan specifically designed for small-business owners who do not have any employees. The contribution limits are more than typical 401(k) plans
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Taxes Are Set to Increase in 2026: Plan Now
by
Doug Carey, CFA
President
WealthTrace
In 2017, the Tax Cuts and Jobs Act (TCJA) was enacted by Congress, bringing about tax reductions for numerous individuals and businesses. However, without additional legislative changes, these tax cuts are scheduled to come to an end by the close of 2025.
Full story
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