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IMPORTANT RMD UPDATE

IMPORTANT RMD UPDATE

by Dan Phillips | Feb 3, 2023 | Financial Awareness, Retirement Education, RMD, Uncategorized

IMPORTANT UPDATE   IMportant rmd update (1)     As always, if you have any questions or would like to schedule your complimentary consultation, please reach out to us by text or call at- 614-831-0800 Or...
What Is an RMD?

What Is an RMD?

by Dan Phillips | Dec 14, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, RMD, Wednesday Wisdom

Wisdom Wednesday with Viva Financial RMD’s- A topic you don’t typically hear about unless you are the the retirement phase of life. And while they only apply to people over the age of 72, that doesn’t mean you should go through life uninformed on...
IRS Increases 401(k) Limit By Record Amounts

IRS Increases 401(k) Limit By Record Amounts

by Dan Phillips | Oct 28, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, RMD, Wednesday Wisdom

THIS JUST IN IRS Increases 401(k) Limit By Record Amounts- On October 21st, the Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued...

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