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Retirement Planning

Dec 09 2022

Retirement Account Limits Going Up in 2023!

Inflation in 2022 has been the highest since the early 1980s. In general, this is bad news as the cost of everything goes up. One rare silver lining is that contribution limits for 401(k)s and IRAs is linked to inflation. This means that contribution limits are increasing substantially in 2023. The table below shows some […]

Written by Larry Lane · Categorized: General, Retirement Planning · Tagged: 2023 Contribution Limits, 401k, IRA

Feb 09 2020

This Is Not Your Grandfather’s Retirement

Planning for retirement is usually one of the primary goals in a financial plan. However, the concept of retirement is changing. Years ago, retirement was a clear concept. You worked for a company until you were 65 (or thereabouts), and then you never worked another day. If you lived on the East Coast, you moved […]

Written by Larry Lane · Categorized: General, Retirement Planning

Jun 29 2018

Should I Contribute to a 401(k) Roth?

Most companies offer traditional 401(k) accounts to employees.  In these accounts, employees make pre-tax contributions (up to $18,500 in 2018) to save for retirement and reduce current taxable income. When funds are withdrawn (not rolled over) from the 401(k), the entire withdrawal is taxed at the taxpayer’s current tax rate. Hence, if you are in […]

Written by Larry Lane · Categorized: General, Investment Ideas, Retirement Planning

Sep 10 2017

The Rule of 72

Compound interest is the most powerful force in investing. By allowing our investments to grow through the magic of compounding, an investment of $50,000 can grow to $1,000,000 over a 40-year investment period at a rate of return of just under 8%. We see interest rates and rates of return, but it is not always […]

Written by Larry Lane · Categorized: General, Investment Ideas, Retirement Planning

Jun 02 2017

Education Reimagined

I recently had the honor of listening to Salman Khan, founder of Khan Academy, at the Financial Planning Association NorCal conference. The mission of Khan Academy is to provide a free, world-class education for anyone, anywhere. Listening to Khan was quite inspiring. The genesis of Khan Academy was when he tutored a cousin in math […]

Written by Larry Lane · Categorized: General, Retirement Planning

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302 Washington St
Suite 333
San Diego, CA 92103

Phone (415) 343-5147

Email: Info@L2Wealth.com

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