Retegy

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We are independent fee-only financial services firm specializing in financial planning, retirement s

Understanding the Ins and Outs of Workplace 401(k) Plans - Retegy 07/28/2023

While considering future financial stability, a 401(k) plan stands as one of the most advantageous options available today. Named after the section of the U.S. tax code that establishes it, the 401(k) has become the retirement plan of choice for many businesses across the country. If you're unfamiliar with how this plan works or the potential benefits it could bring to your financial portfolio, let's delve into the details.

Understanding the Ins and Outs of Workplace 401(k) Plans - Retegy Invest in Your Future: Deciphering the 401(k) Puzzle

Top Financial Mistakes to Avoid - Retegy 07/25/2023

In our journey toward financial success, we often encounter numerous pitfalls that can impede our progress. Understanding these pitfalls is the first step in avoiding them and securing a stable and flourishing financial future. Today, we will shed light on the top financial mistakes to avoid, empowering you to take control of your money and pave the way toward financial prosperity.

Top Financial Mistakes to Avoid - Retegy Top financial mistakes to avoid, empowering you to take control of your money and pave the way toward financial prosperity

Market Update (November 2020) - Retegy 11/07/2020

In this month’s recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October.

Market Update (November 2020) - Retegy In this month’s recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October.

2021 Limits for IRAs, 401(k)s and More - Retegy 11/02/2020

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings.


2021 Limits for IRAs, 401(k)s and More - Retegy On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings.

Why Roth IRA Conversions May Now Be Advantageous - Retegy 10/25/2020

Тhanks to a couple of factors, some investors are thinking about this move before 2020 ends.


Why Roth IRA Conversions May Now Be Advantageous - Retegy Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. Do Roth IRAs seem e...

Market Update (October 2020) - Retegy 10/10/2020

In this month’s recap: Stocks dropped during the month as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe.

Market Update (October 2020) - Retegy In this month’s recap: Stocks dropped during the month as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe.

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