Business Intelligence | From W.D. Strategies on MSN

Beyond the 401(k): Overlooked assets stealth-wealth retirees commonly own

You've probably heard the conventional advice. Max out your 401(k), put money in an IRA, maybe dabble in some index funds.
Americans are getting creative with their retirement savings. It’s not just about maxing out that 401 (k) anymore. While workplace retirement plans remain the backbone of many people’s nest eggs, each ...
(k) cathc up contributions. Ignoring these changes could get you in trouble with the IRS or cause a suprise tax bill.
Advisors integrating retirement plans with wealth management achieve 52% gross margins, outperforming retirement-only ...
The IRS has raised retirement plan contribution limits for 2026. Understanding these changes can help savers make strategic ...
There's still time to claim a portion of your 401(k) match if you haven't gotten the whole amount yet. Seniors 73 and older must take RMDs from their traditional 401(k)s for 2025. The end of the year ...
By Suzean Haumann * Will 2026 be the year you retire? Or is it the year you finally take your retirement planning seriously?
The IRS raised the 401(k) contribution limit to $24,500 for 2026 with an $8,000 catch-up for those 50 and over. 401(k) plans often have limited investment options and higher fees compared to IRAs.
For most people, Social Security is the linchpin of their retirement. According to a 2024 survey by The Senior Citizens League, benefits from the government-run program account for more than half of ...