Published on February 3, 2014
Recent Trends in Retirement Planning By Tracy Wayne Mitchell
Introduction • Tracy Wayne Mitchell is the author of The Informed Fed: A Survival Guide to Federal Employee Benefits. The book, published by Tandem House, helps federal employees transition into retirement as their working years come to an end. Tracy Wayne Mitchell serves as president of both Federal Employee Benefit Advisors and Mitchell & Associates Financial LLC in Springfield, Missouri.
About Retirement Planning • Considering that many consultants advise individuals to prepare for retirement with annuities valued at approximately 70 percent of their preretirement income, investors need to remain current on all the latest emerging trends in retirement planning. In 2013, retirement planning consisted largely of maximizing employee benefits packages and fully understanding new 401k fee information. The maximum total annual 401k contribution rose to $17,500 in 2013 for individuals under the age of 50. This equated to an additional $142,000 over 45 years at a 7 percent average annual return.
Conclusion • Higher IRA contribution limits played an equally important part in 2013 retirement planning trends, and these limits provided individuals with additional tax savings. Additionally, tax payers saving for retirement with an IRA or similar plan could receive a tax credit between $1,000 and $2,000. In 2013, only 21 percent of eligible individuals were aware of the existence of the Saver's Credit.
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