Retirement
![401(k) & IRA Alert: Max contributions rise in 2024](https://infiniumadvisors.com/wp-content/uploads/401k-IRAs-pic-588x588.jpg)
June 2024
401(k) & IRA Alert: Max contributions rise in 2024
The Internal Revenue Service (IRS) has announced significant increases to the contribution limits for 401(k) plans and individual retirement accounts (IRAs) in [...]
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![SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA](https://infiniumadvisors.com/wp-content/uploads/IRAs-left-to-a-trust-pic-588x588.jpg)
May 2024
SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Leaving IRA assets to a trust, rather than to individual beneficiaries, can be a strategic move for those looking to exert more control over the distribution of [...]
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![RMD Relief for Beneficiary IRA Account Holders](https://infiniumadvisors.com/wp-content/uploads/inherited-ira-588x588.jpg)
April 2024
RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan [...]
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![Medicare 2024: Steep Hikes in Prescription Premiums Coming](https://infiniumadvisors.com/wp-content/uploads/iStock-150684340-588x483.jpg)
December 2023
Medicare 2024: Steep Hikes in Prescription Premiums Coming
The rising cost of prescription drugs in the United States has become a significant concern, particularly for seniors regarding Medicare 2024. Compared to other [...]
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![Understanding Changes in Medicare for 2024 – Telehealth & Cost](https://infiniumadvisors.com/wp-content/uploads/iStock-1395144844-588x588.jpg)
November 2023
Understanding Changes in Medicare for 2024 – Telehealth & Cost
In 2024, Medicare is set to undergo significant changes that will have a profound impact on America’s seniors. From tax hikes for high earners to expanded [...]
Read more Understanding Changes in Medicare for 2024 – Telehealth & Cost
![The New Rules Minimum Distributions from Retirement Accounts](https://infiniumadvisors.com/wp-content/uploads/Retirement-Changes-2023-588x588.jpg)
October 2023
The New Rules Minimum Distributions from Retirement Accounts
RMD (Retirement) Rules are Changing Recent changes in legislation have brought about new rules and complexities when it comes to withdrawals in retirement [...]
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![Boosting Your 401(k) Contributions Can Now Benefit College Aid](https://infiniumadvisors.com/wp-content/uploads/iStock-1189915287-588x588.jpg)
September 2023
Boosting Your 401(k) Contributions Can Now Benefit College Aid
The landscape of college financial aid is constantly evolving, and thanks to new federal rules, there’s a promising opportunity for parents to boost their [...]
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![Optimizing Your Social Security](https://infiniumadvisors.com/wp-content/uploads/iStock-1225242878-588x588.jpg)
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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![How to Save Taxes with the Net Unrealized Appreciation Strategy](https://infiniumadvisors.com/wp-content/uploads/Daddy-and-daughter-588x588.jpg)
June 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 [...]
Read more How to Save Taxes with the Net Unrealized Appreciation Strategy
![What Should I Do with My 401(k) When I Change Jobs?](https://infiniumadvisors.com/wp-content/uploads/iStock-1326049990-588x588.jpg)
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 [...]
Read more What Should I Do with My 401(k) When I Change Jobs?
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