IRS Contribution Limits
What is the 2025 401k catch up contribution amount?
What is $7,500
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 IRA if over the age of 50?
What is $1,000 additional
What company produces the most sold VA in this office?
What is Pacific Life
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 boyfriends 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
When is Josiah getting married?
What is Nov. 14th
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
What is Danielle's horses name?
What is Brady
What is the IRS contribution catch up for 401k if the age of 60 or older?
What is $11,250
What is the ideal client to put into Transamerica?
What is 55 year old with 10+ year time horizon 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
Where is Isaiah's doctor located?