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  • All
  • About Us
  • Advisors & Planners
  • Education Planning
  • Estate Planning
  • Interest Rate Updates
  • Investment Management
  • Market Commentary
  • Planning
  • Retirement Planning
  • Tax Optimization
daylight daytime grass 808465 scaled e1579017872740 | Bogart Wealth Retirement Planning

Six Steps to Consider Before Tapping Your Retirement Savings Plan

You’ve worked long and hard for years, saving diligently through your employer-sponsored retirement savings plan. Now, with retirement on the horizon, it’s time to begin thinking about how to tap your plan assets for income.

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new year savings plan | Bogart Wealth Retirement Planning

Hindsight Is 2020: What Will You Do Differently This Year?

According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do with savings: 27% didn’t start saving for retirement soon enough, 19% didn’t contribute enough to an emergency fund, and 10% wish they had saved more for college.

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beach clouds evening 783725 scaled e1577458593564 | Bogart Wealth Retirement Planning

Transitioning Into Retirement

Many of us have never thought beyond the vague notion we’ve held during most of our working lives: that retirement — if properly planned for — will be something of an extended vacation, a reward for a lifetime of hard work. Retirement may be just that… for the first few weeks or months.

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US Capitol e1577196467375 | Bogart Wealth Retirement Planning

SECURE Act: Sweeping Retirement Plan Changes

The SECURE Act may have the largest impact on retirement planning since the Pension Protection Act of 2006.

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UnderstandingRisk | Bogart Wealth Retirement Planning

Have You Checked Your Retirement Plan Lately?

It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven’t given your plan a thorough review within the last 12 months, now may be a good time to do so.

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401k Plan e1564578913510 | Bogart Wealth Retirement Planning

Rollover Considerations: What You Need to Know

Why Consider a Rollover? When you roll over a distribution from a 401(k), 403(b), or governmental 457(b) plan, you generally don’t pay any taxes until …

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HealthCare Costs | Bogart Wealth Retirement Planning

What Will You Pay for Medicare in 2020?

Medicare premiums, deductibles, and coinsurance amounts change annually. Here’s a look at some of the costs that will apply in 2020 if you’re enrolled in Original Medicare Part A & Part B.

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Charitable Donation e1575384124930 | Bogart Wealth Tax Optimization

Year-End Charitable Giving

If you itemize deductions on your federal income tax return, you can generally deduct your gifts to qualified charities. This may also help you potentially increase your gift.

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401k Plan e1575321639587 | Bogart Wealth Retirement Planning

401(k) Plan Fees

The first step is to become informed about the different types of fees and expenses charged by your plan, and the way they are allocated to plan participants.

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| Bogart Wealth Tax Optimization

Federal Income Tax: How Did We Get Here?

Here’s a sobering fact — In 1913, the top federal income tax bracket was 7% on all income over $500,000, and the lowest tax bracket was 1%.

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Retirement Income Health e1574439644548 | Bogart Wealth Retirement Planning

Factors Affecting Retirement Income

If you don’t consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement you envision.

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College Debt Costs e1574438086708 | Bogart Wealth Education Planning

College Costs: 2019-2020

The following are cost highlights for the 2019-2020 academic year. “Total cost of attendance” figures include direct billed costs for tuition, fees, room, and board, plus a sum for indirect costs that includes books, transportation, and personal expenses, which will vary by student.

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2020 1 | Bogart Wealth Tax Optimization

Retirement Plan & IRA Limits for 2020

IRA Contribution Limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2020 is $6,000 (or 100% of your …

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calculator tax year end e1573578105347 | Bogart Wealth Tax Optimization

Year-End Tax Planning for 2019

The fourth quarter is here already—so it just might be the right time to consider our tax tips to remember for year-end planning.

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income tax financial plan e1572885954541 | Bogart Wealth Retirement Planning

Proceed With Caution: Retirement Rules

As you weigh the potential benefits of any commonly cited investment rules, consider that most are designed for the average situation, which means they may be wrong as often as they’re right.

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Portfolio Risk e1571691359527 scaled | Bogart Wealth Investment Management

What’s the Real Return on Your Investments?

As an investor, you probably pay attention to nominal return, which is the percentage increase or decrease in the value of an investment over a …

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asphalt clouds cloudy 764293 e1565060714776 scaled | Bogart Wealth Retirement Planning

Foundation of a Comfortable Retirement

What better time to review the benefits of your retirement plan and determine if you’re making the most of them?

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FamilyWithAdvisor e1571149650740 | Bogart Wealth Retirement Planning

Investing for Major Financial Goals

After a hard day at the office, do you ask, “Is it time to retire yet?”

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Interest Rates 1 e1570645136914 | Bogart Wealth Interest Rate Updates

Interest Rates Outlook – Q4 2019

What are the Implications for ExxonMobil Households?

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retirement timing e1570543722527 scaled | Bogart Wealth Retirement Planning

Deciding When to Retire: Timing Becomes Critical

Deciding when to retire may not be one decision but a series of decisions and calculations.

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analysis banking businesswoman 1451448 e1570074620251 | Bogart Wealth Retirement Planning

Helping You See the Big Picture

A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture.

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Charity Donations e1570023626955 | Bogart Wealth Retirement Planning

Charitable Giving After Tax Reform

You can generally choose to take the standard deduction or to itemize deductions. As a result of the changes, far fewer taxpayers will be able to reduce their taxes by itemizing deductions.

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Real Estate1 e1568994085980 | Bogart Wealth Estate Planning

Real Estate Investing 101

Not only does real estate have the potential to provide a steady income stream, but it can help diversify an investment portfolio and act as a hedge against inflation.

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HSA and 401k e1568992410950 | Bogart Wealth Retirement Planning

Balancing 401(k) & HSA Contributions

Determining how much to contribute to each type of plan will require some careful thought and strategic planning.

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