2024 Contribution Deadlines & Limits
April 15, 2025 is the last day to make your 2024 Contributions The tax filing deadline is quickly approaching, and with it the deadline to make your retirement account contributions…
Entries by cs
Tax Season and our 2024 Tax Letter
Hello and welcome to tax season! Everyone at Together Planning works hard all year helping our clients prepare for taxes, because taxes are more than a once-a-year obligation. They are…
Tom’s Q4 Economic Update
Learn more about Tom’s take on the last quarter of 2024.
6 Practical Ways to Generate Income in Retirement
Retirement is a time to enjoy the results of your hard work, but deciding how to turn your savings into steady income can feel challenging. Many retirees experience stress and…
529 College Savings Plans
Do you have leftover funds in a 529 plan account? Education savings plans are excellent tools for tax-advantaged savings for college. Previously, withdrawals from a 529 plan for any reason…
2025 Contribution Limits
Last Friday the IRS announced a few increases to retirement plan contribution limits for 2025: For employees who participate in 401(k), 403(b), governmental 457 plans, and the federal government’s Thrift…
Tom’s Q3 Economic Update
In last quarter’s report we looked at economic growth, interest rates, and the probability of a recession versus a soft landing. The good news is that the most recent economic…
It’s Open Enrollment Time!
It is that time of the year again when many companies have their open enrollment period for group benefits. We’d like to be there to assist you as you make…
Important Steps for New Adults
We love seeing the pictures of all the college students moving into their dorms and apartments, and we love the bustle of activity. As these new adults leave home (and…
Tom’s Economic Update
Last week, two employment reports were released that showed a decline in new hires and an increase in new jobless claims. Markets immediately began a sell-off driven by concerns that…
