Retirement
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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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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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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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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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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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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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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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 [...]
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How Many Retirement Accounts Do You Have?
Did you know that most people have several retirement accounts that they are unaware of? Many professionals retire without their full savings amount because these [...]
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Is it Time to Do a Roth IRA Conversion?
One of the most frequently asked questions we get here at Infinium is, “Should I do a Roth Conversion?” Today, it’s easier than ever to educate [...]
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