IRS Contribution Limits
What is the 2026 401k catch up contribution amount ages 50-59?
What is $8,000
What are the two main companies we use for the POF investment?
What is F&G and Silac
What is the most common investment to find in 401(k) plans?
What is one downside of the 4% rule?
What is market fluctuation of income, therefore decreasing income-What is expensive cost of retirement-What is full market risk
Where does Rich's youngest son play football?
What is UCF
What is the catch up contribution to a 401k ages 60-63 ?
What is $11,250 additional
What are the 3 main investments are included in a MAP sale?
What is F&G, Buffer, & Managed
Name at least 2 stock indexes that have reached an all time high in 2025
What is S&P 500, NASDAQ, Dow Jones, Russell 2000
What withdrawal percentage does the SOR strategy allow for?
What is 5-6%
What is Jenna's Fiance name?
What is Bryce
In 2025, single filers with modified adjusted gross income (MAGI) above this amount cannot contribute at all to a Roth IRA
What is $161,000
What is the annual step up % on Jackson Flex Net Core?
What is 6%
Between the two which is more risky: International Stock Fund or Emerging Market Stock Fund?
At what age does your monthly Social Security benefit no longer increase?
What is age 70
Whos bachelor party this weekend?
What is the max contribution that can be made as non elective contributions through mega back door roth?
What is $46,500
What is the fee for safe income advantage?
What is 1.15%
Where should you invest your client if growth stocks PE ratios are very high/overvalued?
What is Value Stocks
What are the tax implications of inheriting a non spousal 401(k)?
What is emptying the account within 10 years and paying income tax
Who got married the most recently?
Rich
What is the IRS total 2026 contribution limit to 401k at the age 60-63?
What is $35,750
What is the ideal client to put into Transamerica?
What is some one with 4-7 years to retirement, risk tolerance of 75/25, and looking to maximize income.
What is Small Cap Value Stock
When does the initial enrollment period start for medicare?
What is 3 months before your 65th birthday
Who is next to get married in the office?
Jenna!!!!