Beginning this year, higher-earning participants may be required to make catch-up contributions on a Roth (after-tax) basis. Roth catch-up contributions are taxed now but grow tax-free, giving participants a different way to plan their retirement tax strategy. Join Angela Hall, CFP® from Note Advisors, for an educational webinar to talk about these 2026 catch-up contribution changes. This webinar… Continue Reading Retirement Plan Best Practices Webinar
Choosing the right retirement plan for your business doesn’t have to feel overwhelming. Join Angela Hall, CFP® from Note Advisors and Ashley Sixt Gerhard, CPA from Sixt Gerhard & Associates, for an engaging and informative event designed for business leaders who want to choose the best retirement plan for their employees, offset costs, and strengthen employee retention. Enjoy complimentary charcuterie with your favorite drink as… Continue Reading Savory Bites, Smart Insights: Retirement Planning for Your Business
Join us on Thursday, October 9th, for an informative joint webinar hosted by AAA Medicare and Note Advisors designed to help you navigate two of the most important aspects of your future: Medicare and retirement planning. In this session, we will cover topics such as: Key Medicare basics and recent updates you need to be aware of How… Continue Reading Smart Strategies for Medicare & Retirement Planning
