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Ronald A. Bartlett & Associates, LTD. – Our Blog2024-03-19T21:19:33+00:00

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4 Birthdays Crucial to Your Pre-Retirement Plan

There are many important birthdays when it comes to retirement planning. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones. Here are 4 important birthdays to make note of as you set up your financial future: Catch-up contributions begin at age 50 When you reach age 50, you can contribute [...]

December 26th, 2023|Retirement Planning|

Take Advantage of These Tax Strategies Before the Year Ends

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Because taxes are calculated from January 1st to December 31st of each year, and certain retirement rules and laws reset at the same time, [...]

December 18th, 2023|Financial Planning, Tax Strategies|

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