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401(k) Contribution Limits To Increase 10%; Majority Do Not Take Maximum Advantage

401(k) Contribution Limits To Increase 10%; Majority Do Not Take Maximum Advantage

by Dave Martin | Nov 11, 2022 | Press and News

The Internal Revenue Service recently announced (via IRS Notice 2022-55) new employee-sponsored retirement account contribution limit increases effective in 2023. The headline limit adjustment was a 9.76% increase in employee elective deferral from $20,500 in 2022 to...
High Yield Bonds – History Shows that Reaching for Yield Can Lead to Disaster

High Yield Bonds – History Shows that Reaching for Yield Can Lead to Disaster

by Dave Martin | Jun 27, 2022 | Press and News

Successful investing in high yield bonds requires great market timing, an appetite for equity-like risk, and a good deal of luck. These three characteristics are the exact opposite of what late-career and in-retirement investors want when they employ bond strategies....
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