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The 29th annual Retirement Confidence Survey (RCS), conducted by the Employee Benefit Research Institute (EBRI) in 2019, found that two-thirds of U.S. workers (67%) are confident in their ability to live comfortably throughout their retirement years (up from 64% in 2018). Worker confidence now matches levels reported in 2007 — before the 2008 financial crisis.
When you begin to ponder all the issues surrounding the transition, the process can seem downright daunting. However, thinking about a few key points now, while you still have years ahead, can help you focus your efforts and minimize the anxiety that often accompanies the shift.
In our commitment to provide ongoing communication and leadership, we are sharing with you the outcomes of our most recent economic committee meeting for the Freedom Capital Management Strategies®. This quarterly update provides insights from our economic committees findings on the macro-economic environment.
This report is available in both video and print formats.
Understanding and successfully managing your financial affairs is an important component in the life of most any working adult. Discover the many benefits of introducing financial education programs into the workplace and see why so many employers are taking the first step to provide their employees with the financial literacy skills they need.
As a veteran, you have served and protected our nation with honor. A financial advisor can help clarify and prioritize your goals so that you can have the secure financial future that you deserve.
What types of IRAs are available?
The two major types of IRAs are traditional IRAs and Roth IRAs. Both allow you to contribute as much as $5,500 in 2017 (unchanged from 2016). You must have at least as much taxable compensation as the amount of your IRA contribution. But if you are married filing jointly, your spouse can also contribute to an IRA, even if he or she has little or no taxable compensation, as long as your combined compensation is at least equal to your total contributions. The law also allows taxpayers age 50 and older to make additional "catch-up" contributions.
Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path and ensure you stay the course.