Landmark Financial’s Post

Are you in your early sixties and hoping to make a splash in your retirement strategy? The SECURE Act 2.0 introduced a $11,250 catch-up contribution for those aged 60-63. Find out more here: https://hubs.ly/Q033lbpk0

Are you in your early sixties and hoping to make a splash in your retirement strategy? The SECURE Act 2.0 introduced a $11,250 catch-up contribution for those aged 60-63. Find out more here: https://hubs.ly/Q033lb8k0

Are you in your early sixties and hoping to make a splash in your retirement strategy? The SECURE Act 2.0 introduced a $11,250 catch-up contribution for those aged 60-63. Find out more here: https://hubs.ly/Q033lbMJ0

Are you in your early sixties and hoping to make a splash in your retirement strategy? The SECURE Act 2.0 introduced a $11,250 catch-up contribution for those aged 60-63. Find out more here: https://hubs.ly/Q033lbc70

Changes in 2025 and 2026 for Your Qualified Retirement Plan - https://bit.ly/4jz6nHB #smallbusiness #retirementplanning #retirementplan

Curious about CalSavers? Christina Zins explains how this retirement plan can benefit you. Watch now to learn how it works and if it’s the right fit for your future! https://lnkd.in/gS9Fds2A

10 ways to save for retirement (and a lot of them are pretty easy): https://lnkd.in/gCpfxdyC #RetirementSecurity

Did you move any of your retirement savings last year? If so, you must take steps to inform the IRS that this is not a taxable distribution. https://hubs.li/Q03440Wb0 #SmartInvesting

Big changes are coming to retirement savings in 2025! The SECURE 2.0 Act will introduce higher catch-up contributions, automatic enrollment in new plans, and easier account portability. Learn how to take advantage of them: https://lnkd.in/gFc_5a8Y #retirementplanning

When a retirement plan is on ice, is that temporary or permanent? The difference between a plan freeze and a plan termination was the focus of a session at #SpringNational. Learn More: https://ow.ly/Au0q50RRMGg