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E-Disclosure

Communication Financial Protection

Regulatory report on the final rule about electronic disclosure for retirement plans

Additional Resources

Recording Resources

Smart Investing: Strategies for Your Retirement Portfolio

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Infographic from Hays Financial Group describing effective savings rates per day across three age groups to save $300,000 by age 65. 25 year old needs to save $5 per day. 35 year old needs to save $10 per day. 45 year old needs to save $22 per day.

Communication Retirement Optimization

Importance Of Saving Early

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Illustrated table of 2023 IRS Limits for Retirement Plans

Communication Retirement Optimization

2023 IRS Contribution Limits

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