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retirement planning, investment management, investments

IRS Announces New Retirement Plan Contribution Limits

Submitted by LWM | Linden Wealth Management LLC on November 5th, 2018

Good news for savers, the IRS announced new retirement plan contribution limits for 2019 to go along with those previously announced for health savings accounts (HSA).  The larger contribution limits mean lower taxes, potentially higher after-tax investment returns and greater retirement income.

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Court Overturns Obama-Era Rule on Retirement Planners. Why you should care.

Submitted by LWM | Linden Wealth Management LLC on March 16th, 2018

A friend brought this New York Times article to my attention: Court Overturns Obama-Era Rule on Retirement Planners.  Sadly, and not for selfish reasons, I couldn't believe it.

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Throwing caution to the wind!

Submitted by LWM | Linden Wealth Management LLC on October 27th, 2016

(Why investment plans matter) 

In fact, that's exactly what most investors do by not having an investment plan. Surprisingly, even among the affluent, most investors don't have one.

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  • retirement planning, investment management, investments
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Investing for Retirement: What Would Warren Buffett Do?

Submitted by LWM | Linden Wealth Management LLC on July 14th, 2016

Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their plans and their vision for the future, especially as they consider the prospect of having to stretch their retirement income over 25 or 30 years.  A study conducted in 2015 by the Employee Benefit Research Institute found workers of all

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