Lockman Financial Planning
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Managing client goals and finances for over 25 years is a true honor.
10/20/2025
Be aware you still have time to max out your annual age based contributions to your retirement and HSA plans at work. Check out the most recent caps within this newsletter and feel free to reach out should you have questions. Have a great week!
Broadridge Advisor Solutions As 2025 comes to a close, now may be the ideal time to review your tax strategy and find potential opportunities.
01/31/2025
IRS Delays Certain RMD Regulations Until 2026 In late December, the IRS announced a delay in implementation for certain proposed RMD regulations.
07/19/2023
Is math the missing element for your mid summer doldrums! Consistency is the other key ingredient in successful outcomes. Contact me if you wish to learn more how you can better create defined outcomes versus hoping for the best!
The Rule of 72: How Long Will It Take to Double Your Money? The Rule of 72: How Long Will It Take to Double Your Money?
02/08/2023
Increased retirement account funding over age 50. Increased age required distributions for IRAs. Excess 529 (34k) can roll to Roth IRAs!
Retirement Investors Get Another Boost from Washington Congress passes legislation that benefits retirement savers.
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