If you would like to stay on track toward reaching your retirement goals, reviewing your contributions regularly, and making changes that align with your current circumstances and vision for the future is the best way.

Everyone’s vision of life after retirement is different. But it is important to properly plan, save, and invest for the kind of retirement you desire.

At the end of December 2019, Congress passed a funding resolution for the government which averted a shutdown.  The intentions of this law are generally noble--to help more employees fund their senior years with workplace retirement plans which allow participants to save more money than they would through a typical IRA alone.  But it also provides some significant changes which individuals and planners alike are going to have to wade through in the coming years.

Do you have a business with 5 or fewer people working in it?  Or maybe it's just you?  Have you thought that a 401k was too much to deal with, but you'd like to save more than you can in an IRA?  Want to still save on some 2017 taxes?  This post introduces you to a possible solution.