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After The Paycheck

An informational & educational website that explores a wide range of topics aimed at helping people to and through their retirement.

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tax-deferred accounts

Are You Poised To Lose A Popular Tax Deduction In 2024?

Currently, those who are age 50 and older can make catch-up contributions in their 401(k) accounts...

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Time-Weighted Rate of Return vs. Money-Weighted Rate of Return

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New Laws Could Change IRA Contributions and Withdrawal Rules for High Net Worth Individuals

Congress' Ways and Means Committee recently released the first draft of a major tax bill that could...

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4 New Tax Proposals That Could Shake Your Retirement Plan

Several of the suggested proposals in Biden’s tax plan could significantly affect retirees and how...

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Old 401k Options & The Pros/Cons Of Each

When you change employers or enter retirement, you likely have four choices of what to do with your...

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Creating A Retirement Income Drawdown Strategy

Starting your social security withdrawals before full retirement age could result in THOUSANDS of...

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Would A Market Correction Affect Your Retirement Portfolio?

Would A Market Correction Affect Your Retirement Portfolio?

Randy: we all worry about the...

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Should You Participate In Your Employee Stock Purchase Plan?

There’s a reason your employer offers you a benefits package; it’s an incentive for you to stay...

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How Your Retirement Plan Could Benefit From Charitable Donations

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Taxes In Retirement - How Your Retirement Income May Effect Your Social Security Benefits

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Target-Date Funds & The Role They Play In Your Retirement Accounts

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A Roth IRA Conversion - The Why, The When, And How

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Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. By contacting our company, you may be offered information regarding insurance and fixed annuity products.

Ryan Marston and John Conley are Investment Adviser Representatives of Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. Rubino & Liang Wealth Partners, LLC and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Rubino & Liang Wealth Partners, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. Insurance and annuities offered through licensed professionals of R & L Insurance Agency, LLC. MA Insurance License #1783398.

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Recent Posts

Risk Tolerance Vs. Risk Capacity: How Psychology Can Ruin Your Retirement Plan

In the realm of investing and retirement planning, two crucial ideas are frequently interchanged,...

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