Puzzle In The News
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How One little word can make a BIG Impact
ROTH 401(K) VS TRADITIONAL 401(K) When most of us were younger, a Roth 401(k) did not exist. So, when we are passing...

Using Qualified Charitable Distributions (QCDs) to satisfy Required Minimum Distributions (RMDs)
Using Qualified Charitable Distributions (QCDs) to satisfy Required Minimum Distributions (RMDs) from your retirement...

Savings Strategies Beyond Traditional Limits
At Puzzle, we often get asked, “I’ve already maximized my company’s 401(k) plan for the year. Are there other ways I...

Updating Your Beneficiaries
WHEN & WHY YOU SHOULD UPDATE YOUR RETIREMENT PLAN BENEFICIARIES There is no hard and fast rule for how often you...

401K Matching – Are You Maximizing Your Company’s 401K Contribution?
If you work at a US company that has a 401k plan available to you, Congratulations. If your company offers a match on...

Pension Lump Sum Payments – Are You Working Next Year for Free?
More and more Americans are approaching retirement, prompting them to sharpen their pencils, get out their calculators...
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