Make Retirement Work

Author: Marc Werkmeister

Financial and retirement planning guidance for residents of Nebraska and beyond! Youll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can help you plan for retirement. You can also call 855-202-WORK (9675).
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Language: en

Genres: Business, Investing

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Mailbag- Roth Contribution Limits, Saving For College and More
Thursday, 20 July, 2023

We’ve received some great questions from clients recently. For instance, if you got a raise at work, but your household now makes too much money to contribute to a Roth IRA, what do you do? Where should your investments go if you like tax-free growth? Tune in to this episode as Marc answers this question and others, like how to use a health savings account, how to save for your kids’ college, and more. As always, we’re here to answer any financial questions you have. Stay tuned to see what you can learn from these listener questions! In this episode, we’ll share: What to do if you make too much money for a Roth? (0:32) How to use a health savings account? (5:16) Should I stop contributing to my 401(k)? (7:22) How to save for kids’ college? (12:30) Get in touch with Marc and PFA: Web: https://www.pfaretire.com/about-us/our-team.html Phone :308-534-8210