It doesn’t matter whether you are in retirement, near retirement or have several years to go. If you have been saving and investing over a long period of time you will be looking at your statements frequently; monthly, quarterly or annually. When we had so many...
This Market Outlook is our opinion only for what to look for in 2023. We use factors that are still on-going (i.e. Inflation, Current State of the Economy, Geo-Political news, etc.) economic facts and pending factors and events that may impact 2023 and market...
Social Security – getting an 8.7% increase – Average monthly retiree benefit of $1,656 will increase $144.10 401(k) Under 50 years of age – $22,500 Over 50 years of age – additional $7,500 catch-up SIMPLE IRA Under 50 years of age – $15,500 Over 50...
Must be taken by Age 72 if you were born after June 30th, 1949 Pre-Secure Act – Age 70.5 if you were born before July 1st, 1949 Those who reach 72 in 2021 will have first RMD due by April 1st, 2022 Age 74 starting in 2030 Age 75 starting in...
2023 tax brackets for individual filers:* 35% for incomes over $231,250. 32% for incomes over $182,100. 24% for incomes over $95,375. 22% for incomes over $44,725. 12% for incomes over $11,000. 10% for income below $11,000. 2023 tax brackets for married couples filing...
September 28th, 2022 What’s in this Atlas Note Market Notes The Truth about Inflation Portfolio Growth Mentality Portfolio Protection Strategy Balance of 2022, prepping for 2023 All – Hope you enjoyed your summer and believe it or not, Q4 2022 is about to begin next...
>>> Opinion Only from Ronald E. Lang <<< All – Hope everyone has been enjoying the summer so far. School has started for many and Labor Day is right around the corner. Whether you are an active or a passive follower of the financial markets, it...
>>> Opinion Only from Ronald E. Lang <<< All – With all the continued market volatility, it was important to reach out to you with some additional thoughts. Many of you we have had conversations with in the last month and provided our thoughts...
Newsletter – Expanded Edition Atlas 2020 Market Report January 1st, 2020 Market Commentary (Key items you need to know): 2020 Outlook by Ronald E. Lang Additional Market Commentary by Allen B. Lang Fun Links (always popular) (we love your Feedback – email...
Atlas Market Report December 1st, 2019 Market Commentary (Key items you need to know): Market Outlook by Ronald E. Lang End-of-Year Planning Market Commentary by Allen B. Lang Fun Links (always popular) (we love your Feedback – email mail us back with your...
