Retirement

July 2023
Optimizing Your Social Security
With the looming threat of Social Security benefits being cut by 27% in a decade, it is now more important than ever to ensure you maximize your Social Security [...]
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March 2023
What Should I Do with My 401(k) When I Change Jobs?
As of June 30, 2021, there were approximately 615,000 401(k) plans, with about 65 million participants and millions of former employees and retirees. This [...]
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February 2023
Retirement Trends in 2023: Maximizing Your Company Retirement Plan
What is the Maximum 401(k), 403(b) or 457 Contribution in 2023? As the cost of living continues to rise, so does the need to save for retirement. Here at Infinium, [...]
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February 2023
SEC warn Investors on Self Directed IRA perils
What is a self-directed IRA? Self-directed IRAs offer investors the ability to diversify their investments with a broader portfolio of assets than other types of [...]
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February 2023
Secure 2.0 Act: 4 Big Changes to Your Retirement Savings
In the final days of 2022, Congress passed the Secure 2.0 Act which made fundamental changes to how Americans save for and spend money in retirement. The reasons [...]
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February 2023
How to Save Taxes with the Net Unrealized Appreciation Strategy
One of the big advantages that employees of public companies have is the ability to accumulate shares of stock in the company for which they work. If you are [...]
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December 2022
Retirement Planning Made Easy: A Comprehensive Guide
Be Retirement Ready: How to Plan For Your Golden Years Artlantis Crack Retirement may seem like a distant dream, but it can be within reach when you follow a [...]
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August 2022
Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
Every now and then, in the far reaches of the retirement savings world, there is an oddball angle that can really make a positive difference in investors’ [...]
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March 2022
Creating a Paycheck in Retirement: Stream Cash, Not Shows
In our experience, even clients who clearly have enough assets to support their lifestyle still worry about running out of money. It’s a natural, human [...]
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March 2022
The Ultimate Guide to Long-Term Care Insurance
Up until the COVID Crisis of 2020, the world had seen a relatively calm and peaceful existence for the better part of a decade. The last period of uncertainty was [...]
Read more The Ultimate Guide to Long-Term Care Insurance
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