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Bil Scherrer

565 Milwaukee Avenue, Suite 3C
Burlington, WI 53105

Phone:

262-763-2680

Fax:

262-763-6985

E-mail:

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Scherrer & Associates

You work harder.

You play less.

You start earlier.

You stay later.

Scherrer & Associates logo

You give up on this.

You cut back on that.

And every day seems shorter than the one before.

Time is one of the most valuable commodities of our day.

At Scherrer & Associates we understand this, and your retirement plan will be tailored to reflect this understanding.

Together we can coordinate the products you want, with personal service that is helpful and responsive.

Our commitment to being an easy place to do business is evident in every process we use to support you.

Every aspect of what we do is designed to make the most of not just your money, but of that very special commodity – your time.

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Estimate the future value of your current savings.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

This calculator can help you estimate your annual federal income tax liability.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck