Current retirement savings snapshot — take inventory of all accounts
6w
Max out Roth IRA for this year — $7,000 contribution
Rebalance portfolio — check target-date vs self-managed allocations
Increase 401(k) contribution by 2% — next payroll change window
2w
Review HSA investment options — use as retirement account
Social Security benefits estimate — check online account
3w
Catch-up contributions — over 50 IRA and 401k limits
0
Retirement Savings Goal Tracker›

Current retirement savings snapshot — take inventory of all accounts

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