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retirement planning timeline

Optimizing Your Retirement Planning Timeline for Success

July 19, 2023 Retirement Planning
Maximize your future with our guide on optimizing your retirement planning timeline, covering investments, contributions and strategic planning.
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secure act 2.0 

Understanding Secure Act 2.0 Retirement Planning Provisions

July 17, 2023 Retirement Planning
Explore the key provisions of Secure Act 2.0 Retirement Planning, including RMDs, Roth changes, catch-up contributions and emergency savings options.
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mega backdoor roth strategies

Mega Backdoor Roth Strategies for Retirement

July 15, 2023 Retirement Planning
Explore Mega Backdoor Roth Strategies to maximize retirement savings, with tax benefits and examples for effective financial planning.
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roth conversion planning

Effective Roth Conversion Planning with Bogart Wealth

July 13, 2023 Retirement Planning
Explore effective Roth Conversion Planning with Bogart Wealth, offering personalized strategies for tax advantages and efficient wealth transfer.
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Retirement Health Care - HSA

2024 Key Numbers for Health Savings Accounts

July 11, 2023 Financial Planning
Here are the updated key tax numbers relating to health savings accounts (HSAs) for 2023 and 2024...
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pexels-stanley-morales-1454360

U.S. Supreme Court Blocks Student Loan Cancellation, Payments to Resume

July 5, 2023 Education Planning
Congress set an expiration date for the payment moratorium that has been in effect since March 2020. Here are the details...
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Washington,Dc—may,15,,2021;,View,Of,The,The,Front,Of

How The Federal Reserve Influences Rates

June 30, 2023 Market Commentary
Interest rates have a massive impact on everything from personal finance and ...
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Words of things, like crude oil and natural gas, to know will increase in price when planning for retirement inflation.

How Inflation Could Impact Your Retirement and What You Can Do About It

June 28, 2023 Retirement Planning
Inflation is an economic buzzword you probably hear often, and with good ...
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An elderly couple smiling after finding a realistic retirement calculator.

7 of the Best Retirement Calculators Available Online

June 21, 2023 Retirement Planning
Ensuring you have enough money for retirement is essential because you’ll want ...
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IMPORTANT DISCLOSURES: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bogart Wealth, LLC (“Bogart Wealth”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Bogart Wealth. Please remember to contact Bogart Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Bogart Wealth is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Bogart Wealth’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

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