IRA Archives | Foss Financial Services

Where Will Your Retirement Income Be Spent?

June 19, 2023June 13, 2023 by Dan Foss

Retirement dollars often go to healthcare expenses -Image source- Unsplash

Planning for retirement isn’t always a fun subject. In fact for many people, the entire topic can be terrifying. It doesn’t have to be that way. Instead, planning early can make you look forward to a strategy talk. That’s especially true with a quality financial advisor who listens to your goals and discusses the best … Read more

Read This if you have a Traditional IRA or 401K

June 19, 2023June 2, 2023 by Dan Foss

The Secure Act 2.0 Affects Your IRA or 401(k) Retirement Plan You or your employer has been contributing to your traditional IRA or 401(k) since the beginning. Yet now, the Secure Act 2.0 changes affect traditional IRA and 401(k) savings. Surveys of Americans taken by the Federal Reserve revealed only 75% of non-retirees have any … Read more

Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services website is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be sold on this website. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.