Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®
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Recent Posts

401(K) Income Limits: The Mistake Professionals Earning Over $330,000 Make All the Time

Many executives believe that they're maxing out their 401(k) contributions year after year.  However, due to the IRS' 2022 401(a)(17) limitation of $330,000 in income and the impact it has on both...
January 25, 2023

Stock Market News and Investment Insights for 2023

January 18, 2023

How IRS Segment Rates Can Impact Your Shell 80 Point Pension BRP Payout

November 14, 2022

How to Compare: Roth Contribution vs. Roth Conversion

January 01, 2022

How To Use a Backdoor Roth for Tax-Free Savings

January 01, 2022