Retirement Answers

2024 is right around the corner and there are important changes that you need to know about!

In this episode, we are covering:
  • IRA contribution limit increases
  • 401k contribution limit increases
  • IRA deductibility rules
  • Roth eligibility rules
And I have a FREE cheat sheet for you! This is a resource you can use throughout 2024 to make sure you are on track. Email me for a copy of this FREE resource.

***Help me make the show better in 2024. Fill out this quick survey!

Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: jacob.duke@appliedcapital.com

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Submit your question here: jacob@retirementanswers.net

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

What is Retirement Answers?

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!

The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!