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Frequently Asked Questions About 401(k)s

Frequently Asked Questions About 401(k)s

What Is an Investment Report Statement and Why Is It Important?

What Is an Investment Report Statement and Why Is It Important?

4 Facts You Need to Understand About Social Security

4 Facts You Need to Understand About Social Security

How Do I Know That the Investments I Have Are Right for Me?

How Do I Know That the Investments I Have Are Right for Me?

4 Reasons to Rollover Your 401(k)

4 Reasons to Rollover Your 401(k)

Is July A Good Time to Buy an Investment?

Is July A Good Time to Buy an Investment?

How Do I Catch Up With Retirement Savings?

How Do I Catch Up With Retirement Savings?

Johnson Brunetti Retirement & Investment Specialists

Johnson Brunetti Retirement & Investment Specialists

Essential Social Security FAQs

Essential Social Security FAQs

Minimizing Taxes in Retirement

Minimizing Taxes in Retirement

How Do I Start Investing and Grow My Wealth?

How Do I Start Investing and Grow My Wealth?

Catch up on Retirement Savings

Catch up on Retirement Savings

Why An Estate Plan Needs to Be Part of Your Retirement Plan

Why An Estate Plan Needs to Be Part of Your Retirement Plan

How Do I Save Taxes in Retirement?

How Do I Save Taxes in Retirement?

Identity Theft - Tips with an FBI Agent

Identity Theft - Tips with an FBI Agent

What Is a Retirement Plan?

What Is a Retirement Plan?

How Do I Know When to Take Social Security?

How Do I Know When to Take Social Security?

Can I Retire at 58 with $500K and an Inheritance on the Way?

Can I Retire at 58 with $500K and an Inheritance on the Way?

Refreshing Your Finances: A Spring Cleaning Guide

Refreshing Your Finances: A Spring Cleaning Guide

The Wealthy Mindset in Retirement

The Wealthy Mindset in Retirement

What Should My Relationship Be With Roth IRAs?

What Should My Relationship Be With Roth IRAs?

Do I Need a Long-Term Care Plan?

Do I Need a Long-Term Care Plan?

How to Build a Retirement Income Plan

How to Build a Retirement Income Plan

Now That We're Out of Tax Season, How Can I Prepare for Next Year?

Now That We're Out of Tax Season, How Can I Prepare for Next Year?

What are the Pros and Cons of Fixed Annuities?

What are the Pros and Cons of Fixed Annuities?

How Should I Track My Financial Goals?

How Should I Track My Financial Goals?

At Age 58 with $500K Saved and a $500K Inheritance on the Way, Can I Retire?

At Age 58 with $500K Saved and a $500K Inheritance on the Way, Can I Retire?

What is the Magic Retirement Number?

What is the Magic Retirement Number?

4 Facts to Understand About Social Security

4 Facts to Understand About Social Security

How Can Families Spark Conversations About Financial Planning?

How Can Families Spark Conversations About Financial Planning?

4 Strategies to Maximize Your Retirement Income

4 Strategies to Maximize Your Retirement Income

What are Common Financial Pitfalls?

What are Common Financial Pitfalls?

Client Scenario: Age 67, Receiving Social Security, With $600,000 Saved. Will I Have Enough Money?

Client Scenario: Age 67, Receiving Social Security, With $600,000 Saved. Will I Have Enough Money?

Stages of Retirement Planning

Stages of Retirement Planning

What are the 123's of Building a Successful Retirement Portfolio?

What are the 123's of Building a Successful Retirement Portfolio?

What are Common Retirement Missteps People Make?

What are Common Retirement Missteps People Make?

Have You Received an Invitation to a Financial Workshop?

Have You Received an Invitation to a Financial Workshop?

Will the Fed Cut Interest Rates in 2024?

Will the Fed Cut Interest Rates in 2024?

What to Know About Election Year Planning

What to Know About Election Year Planning

Not If, but When, Will I Pay Taxes in Retirement?

Not If, but When, Will I Pay Taxes in Retirement?

Retirement Trends for 2024

Retirement Trends for 2024

Which Retirement Accounts Should I Withdraw From First?

Which Retirement Accounts Should I Withdraw From First?

Tips for Retirees in Preparing Your Tax Return

Tips for Retirees in Preparing Your Tax Return

What are the 2024 Changes to Social Security?

What are the 2024 Changes to Social Security?

Secure Act 2.0 Changes for 2024

Secure Act 2.0 Changes for 2024

Are Retirement Accounts Marital Property?

Are Retirement Accounts Marital Property?

Understanding Your Required Minimum Distribution (RMD)

Understanding Your Required Minimum Distribution (RMD)

What are the 2024 Retirement Plan Changes I Should Know?

What are the 2024 Retirement Plan Changes I Should Know?

I'm Retired... Now What?

I'm Retired... Now What?

What are the Top 3 Financial Terms Everyone Should Know?

What are the Top 3 Financial Terms Everyone Should Know?

Frequently Asked Questions: Social Security 2024

Frequently Asked Questions: Social Security 2024

What Should a Financial Plan Answer for Me?

What Should a Financial Plan Answer for Me?

Is Long-Term Care Right for Me?

Is Long-Term Care Right for Me?

Case Study: If I am 62 with $400K, Should I Start Taking Social Security?

Case Study: If I am 62 with $400K, Should I Start Taking Social Security?

What Financial Questions Should I Ask Myself in the New Year?

What Financial Questions Should I Ask Myself in the New Year?

Retirement Savings Crisis

Retirement Savings Crisis

Financial Terms You Should Know

Financial Terms You Should Know

What are the Benefits of Year End Charitable Giving?

What are the Benefits of Year End Charitable Giving?

SECURE Act 2.0: What You Need to Know

SECURE Act 2.0: What You Need to Know

Does it Make Sense to Retire Before the New Year?

Does it Make Sense to Retire Before the New Year?

Will I Have Enough Money in Retirement?

Will I Have Enough Money in Retirement?

FAQ on Retirement Income Planning

FAQ on Retirement Income Planning

What Should I Do Before the End of the Year?

What Should I Do Before the End of the Year?

FAQ on Required Minimum Distributions (RMDs)

FAQ on Required Minimum Distributions (RMDs)

Women and Retirement Security

Women and Retirement Security

Financial Planning & Holiday Traditions

Financial Planning & Holiday Traditions

How Inflation Could Impact Your Retirement

How Inflation Could Impact Your Retirement

Emotional Stages of Retirement

Emotional Stages of Retirement

What Type of Long Term Care Insurance is Right for Me?

What Type of Long Term Care Insurance is Right for Me?

3 Things to Do in a Market Correction

3 Things to Do in a Market Correction

My Identity Was Stolen, Now What?

My Identity Was Stolen, Now What?

What are the Different Options for Long-Term Care Insurance?

What are the Different Options for Long-Term Care Insurance?

What You Need to Know about Social Security

What You Need to Know about Social Security

Four Big Retirement Questions

Four Big Retirement Questions

November is Long Term-Care Awareness Month

November is Long Term-Care Awareness Month

Smart Decisions for a Secure Financial Future

Smart Decisions for a Secure Financial Future

Importance of Communicating Final Wishes

Importance of Communicating Final Wishes

Reducing Your Tax Burden in Retirement

Reducing Your Tax Burden in Retirement

The Great Wealth Transfer

The Great Wealth Transfer

What is the "Halloween Strategy"?

What is the "Halloween Strategy"?

Managing Risk in Retirement: Fixed Index Annuities

Managing Risk in Retirement: Fixed Index Annuities

Tax Strategies as You Approach Retirement

Tax Strategies as You Approach Retirement

Ways to Gift Money to Children and Grandchildren

Ways to Gift Money to Children and Grandchildren

How Do I Know When I Can Retire?

How Do I Know When I Can Retire?

What are Financial Red Flags?

What are Financial Red Flags?

FAQ from People Preparing for Retirement

FAQ from People Preparing for Retirement

Role of AI in Retirement Planning

Role of AI in Retirement Planning

How Often Should I Review My Financial Plan?

How Often Should I Review My Financial Plan?

Long-Term Care Options

Long-Term Care Options

FAQ on Taxes in Retirement

FAQ on Taxes in Retirement

October is Financial Planning Month

October is Financial Planning Month

401(k) Planning

401(k) Planning

Case Study: Can I Retire Early?

Case Study: Can I Retire Early?

Women and Investing

Women and Investing

Derailing From the Retirement Track

Derailing From the Retirement Track

Lifestyle Changes to Maintain Good Health in Retirement

Lifestyle Changes to Maintain Good Health in Retirement

Should I Work With a Financial Advisor?

Should I Work With a Financial Advisor?

Retirement Timeline

Retirement Timeline

Healthy Aging in Retirement

Healthy Aging in Retirement

Retiring Due to a Layoff

Retiring Due to a Layoff

Social Security Changes for 2024

Social Security Changes for 2024

Planning for Your Final Wishes

Planning for Your Final Wishes

How Can I Talk To My Grandchildren About Saving?

How Can I Talk To My Grandchildren About Saving?

Planning for Health Care Costs in Retirement

Planning for Health Care Costs in Retirement

Options for Long-Term Care

Options for Long-Term Care

What is a Custodial Account?

What is a Custodial Account?

Financial Planning for Grandkids

Financial Planning for Grandkids

My Retirement Lifestyle

My Retirement Lifestyle

What is the ‘Secret Sauce’ to Making Your Money Last in Retirement?

What is the ‘Secret Sauce’ to Making Your Money Last in Retirement?

Financial Independence

Financial Independence

How is Retirement Planning Changing?

How is Retirement Planning Changing?

Right Time for Social Security

Right Time for Social Security

401(k) Decisions

401(k) Decisions

Top 3 Pieces of Financial Advice from Joel Johnson, CFP®

Top 3 Pieces of Financial Advice from Joel Johnson, CFP®

FAQ Tax Questions

FAQ Tax Questions

Retirement Timeline

Retirement Timeline

How Do I Stay Productive in Retirement?

How Do I Stay Productive in Retirement?

Be Strategic on Social Security

Be Strategic on Social Security

How Should I Spend My Time in Retirement?

How Should I Spend My Time in Retirement?

Don't Retire Unprepared

Don't Retire Unprepared

Planning for Your Final Wishes

Planning for Your Final Wishes

How Can I Afford my Dream Retirement?

How Can I Afford my Dream Retirement?

Be Strategic on Social Security

Be Strategic on Social Security

Avoid the Tax Torpedo

Avoid the Tax Torpedo

Maximizing Retirement

Maximizing Retirement

401(K) Decisions

401(K) Decisions

Investing for Retirement

Investing for Retirement

Financial Paperwork Worth Keeping

Financial Paperwork Worth Keeping

Retirement Timeline

Retirement Timeline

Retiring Due to a Layoff

Retiring Due to a Layoff

Case Study: If I'm 65 with $800K, Can I Retire?

Case Study: If I'm 65 with $800K, Can I Retire?

Women and Investing

Women and Investing

How do I ID and Cut Unnecessary Expenses?

How do I ID and Cut Unnecessary Expenses?

Dodge the Tax Torpedo

Dodge the Tax Torpedo

Emotional Stages of Retirement

Emotional Stages of Retirement

How Should I Deal with Financial Stress?

How Should I Deal with Financial Stress?

Case Study: 61 with $500k, when should I start SS?

Case Study: 61 with $500k, when should I start SS?

Investing for Retirement

Investing for Retirement

How Do I Track Down My Old 401(k)?

How Do I Track Down My Old 401(k)?

Your Silent Partner in Retirement Accounts

Your Silent Partner in Retirement Accounts

Financial Spring Cleaning

Financial Spring Cleaning

Case Study: If I'm 61 with $500K, When Should I Take Social Security?

Case Study: If I'm 61 with $500K, When Should I Take Social Security?

Frequently Asked Income Questions

Frequently Asked Income Questions

How Has SECURE 2.0 Changed The Rules For RMDs?

How Has SECURE 2.0 Changed The Rules For RMDs?

Emotional Stages of Retirement

Emotional Stages of Retirement

Secure Act 2.0 Changes: RMDs

Secure Act 2.0 Changes: RMDs

How Can I Reduce My Tax Bill?

How Can I Reduce My Tax Bill?

Don't Let Taxes Derail Your Retirement

Don't Let Taxes Derail Your Retirement

Case Study: If I am 65 with $800K, Can I Retire?

Case Study: If I am 65 with $800K, Can I Retire?

What Should I Do If I've Been Laid Off?

What Should I Do If I've Been Laid Off?

Tax Deadline

Tax Deadline

Taxes In Retirement

Taxes In Retirement

Don't Retire Unprepared

Don't Retire Unprepared

How Do I Know Which Tax Bracket I'm In?

How Do I Know Which Tax Bracket I'm In?

Options for Long-Term Care

Options for Long-Term Care

Women's Retirement Strategies

Women's Retirement Strategies

Don't Retire Unprepared

Don't Retire Unprepared

Should I Itemize My Taxes?

Should I Itemize My Taxes?

Frequently Asked Tax Questions

Frequently Asked Tax Questions

Money Matters of the Heart

Money Matters of the Heart

Planning for Healthcare Costs in Retirement

Planning for Healthcare Costs in Retirement

Retirement Goals: How Do I Get on the Same Page as my Spouse?

Retirement Goals: How Do I Get on the Same Page as my Spouse?

FAQs from People Preparing for Retirement

FAQs from People Preparing for Retirement

How Much Money Does A Couple Need to Retire?

How Much Money Does A Couple Need to Retire?

Should I Work with a Financial Advisor?

Should I Work with a Financial Advisor?

How Do I Achieve A Balanced Life in Retirement?

How Do I Achieve A Balanced Life in Retirement?

My Retirement Lifestyle

My Retirement Lifestyle

How Can I Prepare for IRS Changes in 2023?

How Can I Prepare for IRS Changes in 2023?

It's Time for a Retirement Checkup

It's Time for a Retirement Checkup

2023 Financial Checkup

2023 Financial Checkup

How is Retirement Planning Changing?

How is Retirement Planning Changing?

How Can I Get in Shape Financially for Retirement?

How Can I Get in Shape Financially for Retirement?

A Word With An Advisor: Full Retirement Age #shorts

A Word With An Advisor: Full Retirement Age #shorts

A Word With An Advisor: Beneficiary #shorts

A Word With An Advisor: Beneficiary #shorts

4 Tips to Have the Talk with Your Children

4 Tips to Have the Talk with Your Children

I am 65 with 1 Million Dollars. What Should My Tax Plan Be?

I am 65 with 1 Million Dollars. What Should My Tax Plan Be?

New Year, New Financial Plan

New Year, New Financial Plan

Financial Planning Mistakes

Financial Planning Mistakes

Yearly Retirement Review

Yearly Retirement Review

FAQs on Estate Planning

FAQs on Estate Planning

Is 1 Million Dollars Enough to Retire?

Is 1 Million Dollars Enough to Retire?

Everything You Need to Know About Social Security Benefits in 2023

Everything You Need to Know About Social Security Benefits in 2023

4 Reasons for a Second Opinion

4 Reasons for a Second Opinion

The Pension Decision

The Pension Decision

How to Prepare for Health Care Costs in Retirement

How to Prepare for Health Care Costs in Retirement

How to Take Care of Aging Parents

How to Take Care of Aging Parents

Where Do I Start with Retirement Planning?

Where Do I Start with Retirement Planning?

Don't Let Taxes Derail Your Retirement Plan

Don't Let Taxes Derail Your Retirement Plan

The Rising Inflation Rate

The Rising Inflation Rate

Why You Need to Know When to Claim Social Security

Why You Need to Know When to Claim Social Security

Finance 101 for Any Age

Finance 101 for Any Age

Why Estate Planning is Important

Why Estate Planning is Important

Social Security FAQs

Social Security FAQs

Is it Alright to Have a Mortgage During Retirement?

Is it Alright to Have a Mortgage During Retirement?

Don't Let Taxes Derail Your Retirement

Don't Let Taxes Derail Your Retirement

Should I Retire in Massachusetts?

Should I Retire in Massachusetts?

FAQs on Social Security

FAQs on Social Security

Prepare Your Beneficiaries for What's Next

Prepare Your Beneficiaries for What's Next

Don't Let Debt Ruin Your Retirement

Don't Let Debt Ruin Your Retirement

How Do I Protect My Retirement From Inflation?

How Do I Protect My Retirement From Inflation?