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2023 IRS Contribution Limits

Communication Retirement Optimization

2023 IRS Limits for Retiirement Plans (PDF Download)

Additional Resources

Informational table explaining 401(k) Pretax and 401(k) Roth contributions.

Communication Retirement Optimization

Pretax Roth Infographic Side-By-Side

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Recording Resources

Countdown to Retirement: Income & Withdrawal Strategies

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Video intro image graphic about Year-End Saving TopicsVideo presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Year-End Savings Topics

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