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2023 IRS Contribution Limits

Communication Retirement Optimization

2023 IRS Limits for Retiirement Plans (PDF Download)

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Live Q&A Recording: August 2025

- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?

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Informational table explaining 401(k) Pretax and 401(k) Roth contributions.

Communication Retirement Optimization

Pretax Roth Infographic Side-By-Side

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Video intro image graphic about Year-End Saving TopicsVideo presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Year-End Savings Topics

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