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Investing Stage: 40-55 Years

You've accumulated a base of investment accounts in recent years, which is fantastic. Now what? Your risk tolerance may not be as aggressive as it was in your 20's, but you've still got a good amount of time to continue to build your wealth portfolio. 

Career Change

Career Change

It’s never too late to change your career path. If you’re just starting out in a new industry, we are excited for you. Learn more about your options for rolling over an old plan, plus salary and contribution limits, etc.

Catch-up Contributions

Catch-up Contributions

For investors age 50+ only: Perhaps you are reviewing your investment portfolio and feeling as if you should be moving more money into your 401(k) or IRA accounts. 

Are you currently maximizing the option to utilize a catch-up contribution? Starting at age 50, you can contribute up to an additional $1000 in your retirement account.

Tax Strategies

Tax Strategies

Have you ever wondered what asset movement decisions may trigger a taxable event or how to move money from between retirement and non-retirement accounts?

Quick recap of pre-tax vs. after-tax, capital gains/losses, potential implications of moving assets in a way that triggers a tax event.

Insurance and LTC Options

Insurance and LTC Options

Georgia Benefits, Inc. specializes in individual, family, and small business insurance plan comparisons and purchases for:

  • Long-term care
  • Disability
  • Life insurance
  • Medicare
What-If Scenarios

What-If Scenarios

Work with one of our wealth managers to run an analysis on your current investment portfolio, with a retirement success probability rating, side-by-side retirement or life event scenarios, and tailored portfolio allocation recommendations.

Deep-dive analysis of the portfolio, projected retirement age/date, retirement goals/needs, future expenses, etc.

Additional Reads:

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.
Learn More
A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
Learn More
The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
Learn More

Have Investment Life Stage Questions?

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