Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

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Working moms have many responsibilities, and often the thought of retirement saving is pushed to the bottom of their priority list. But if you want to enjoy your golden years without worrying about money, it’s important to make retirement savings a priority now. 

Here are some essential retirement saving tips for working moms: 

Start Early

The earlier you start saving for retirement, the more time your money has to grow. Even small amounts invested over long periods of time can add up significantly.

Take Advantage of Employer Matching

Many employers offer a 401(k) match program that matches your contributions up to a certain percentage. This is free money you don’t want to miss out on! 

Increase Your Contributions 

When you get a raise, consider increasing your retirement contribution by a small amount. You won’t even notice the difference in your monthly paycheck, but it can add up over time.

Take Advantage of Tax Benefits 

Retirement savings plans like 401(k)s and IRAs come with tax benefits that can help you save money on taxes2. Consider Other Investment Accounts – In addition to a 401(k) or IRA, you may want to consider opening other investment accounts, such as a Roth IRA, that provide additional benefits.

Automate Your Savings 

You can set up automatic transfers from your checking account into retirement savings accounts to make sure you are making regular contributions. 

 Make Smart Investments

Consider consulting a financial advisor before making any investments. A professional can help you understand your options and make sure you are investing wisely for the long term.

Contribute to Multiple Accounts

Consider diversifying your retirement funds by investing in multiple accounts. This way, you can take advantage of different tax benefits and investment options available to you.

Use Retirement Calculators

There are many online calculators that can help give you an estimate of how much money you will need in retirement, and how much you should be saving each month.

Take Advantage of Catch-Up Contributions

If you’re 50 or older, you may be eligible to make extra “catch-up” contributions to retirement accounts. These can help you save more for retirement in a shorter amount of time.

Monitor Your Investments

Keep an eye on your investments and review them periodically to make sure they are performing well and meeting your retirement goals.

Work with us

Work with our team and we’ll help you plan out the perfect retirement plan!

At Independent Financial Services we have professionals that can guide investment strategies, tax-efficient savings options, and retirement and succession planning. By working with one of our professionals, women can feel confident that they are making informed decisions about their financial future. 

Get in touch with us today to enjoy a comfortable and secure retirement experience!