Range

The IRS has announced increased contribution limits for retirement plans starting in 2025. Here's what changed: The contribution limit for 401(k) plans will rise to $23,500, up from the $23,000 limit set for 2024. However, contributions to individual retirement accounts (IRAs) will remain at $7,000 for both 2024 and 2025. For workers aged 50 and over, "catch-up" contributions to 401(k) plans remains the same at $7,500 in 2025. Thanks to a provision in the Secure 2.0 federal retirement law, starting in 2025, there will be an enhanced catch-up contribution option for older workers. Employees 60 to 63 who are part of workplace retirement plans can make extra contributions of up to $11,250. This will give them another chance to increase their retirement savings.

There was a lot of talk around the Federal Reserve post-election. You might be surprised to hear what Taresh Batra, VP of Finance and Investments at Range, said about future monetary policies and the Fed ??

Range has been named in the Top Financial Advisory Firms of 2025 ?? We’re on a mission to help households manage their money faster, more accurately, and more affordably than any other resource in the world. If this resonates with you, we’d love to hear from you! https://buff.ly/3UYKh6x

Your weekly market review is here. If you’re not subscribed to our Weekly Market Review, here’s what you missed last week. Don’t forget to save this post and share it with your friends. ?? #financialeducation #finance #buildwealth #WealthManagement #range #wealthtech #personalfinance #financialadvisor #marketreview #stockmarketnews

The Modern Portfolio Theory aims to construct portfolios that maximize returns for a given level of risk. It’s based on the idea that risk and return are inherently linked, and investors can optimize their portfolios by carefully selecting a diverse mix of assets. Learn more about MPT ?? https://lnkd.in/gAtziRMX

What's the state of the economy post-election? We recently spoke with Taresh Batra, VP of Finance and Investments at Range, about the state of the economy and why the markets are cheering. #range #financialeducation #2024election #stockmarket #financialadvisor

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. You want to make your investments work smarter, not harder but you need some help. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter investment decisions. Let’s see what MPT is, why you should know about it, and its benefits. What is the Modern Portfolio Theory? The Modern Portfolio Theory (MPT) is an investment framework developed by Harry Markowitz in the 1950s. It aims to construct portfolios that maximize returns for a given level of risk. MPT is based on the idea that risk and return are inherently linked, and investors can optimize their portfolios by carefully selecting a diverse mix of assets. Why does it matter? MPT matters because it offers several benefits to investors: - Reduces risk through diversification. - Optimizes returns for risk tolerance. - Provides a scientific, data-driven approach. - Focuses on optimal asset combinations. What are the benefits? You can apply Modern Portfolio Theory to your investment strategy by following these steps: 1. Assess risk tolerance and goals. 2. Determine optimal asset allocation. 3. Diversify across classes and regions. 4. Monitor and rebalance periodically. 5. Review and adjust as needed. Looking for modern financial advice? Get in touch with us. #range #WealthManagement #FinancialAdvice #finance #ModernPortfolioTheory #FinanceFAQ #FinancialEducation

You might be surprised to hear that the president doesn’t control the markets ?? You also might wonder how markets react to each political party. Taresh Batra, VP of Finance and Investments at Range, shares his thoughts on why the markets reacted so well this past week. #range #financialeducation #financialliteracy #finance #buildwealth #WealthManagement #wealthtech #personalfinance #financialadvisor

After you connect your accounts and activate your dashboard, you’ll meet with a Range Financial Planner to better understand your situation and priorities. They’ll deliver individual planning modules, each with clear steps to complete and track. This includes creating personalized strategies for budgeting, saving, investing, debt management, and planning for major life goals, such as buying a second home, funding education, or preparing for retirement. Book your demo today?? #range #financialeducation #financialliteracy #finance #buildwealth #WealthManagement #wealthtech #personalfinance #financialadvisor

It’s Monday again, so let’s see what happened in the market last week. If you’re not subscribed to our Weekly Market Review, here’s what you missed. Don’t forget to save this post and share it with your friends. ?? #investmentproperty #financialeducation #financialliteracy #finance #buildwealth #WealthManagement #range #wealthtech #personalfinance #financialadvisor #indexfunds