Category: Financial Planning

Avoiding an IRMAA Surcharge on Your Boston Public Schools Sick Leave Payout Request a Free Intro Call For Boston Public Schools employees retiring within two ...

Legislation Update — The Massachusetts House and Senate have passed different versions of the RetirementPlus buyback bill. The two chambers must reconcile them before it ...

Massachusetts State Police Pension: Age 55 Mandatory Retirement & the 20-Year Rule Group 3 Pensions, Age 55 Mandatory Retirement, and WEP Repeal Book a 20-Minute ...

Request a Free Intro Call 1. The Cost Advantage: 0% Interest Unlike most other retirement buybacks, such as refunded time, purchasing military service credit does ...

Request a Free Intro Call The 1998 Law Change: The Source of the Problem Before 1998, the retirement law in the Commonwealth of Massachusetts allowed ...

Independent Boston financial advisor explains how 403(b) and 457 plans work together. Covers IRS contribution limits, catch-up provisions, and strategies for maximizing retirement savings.