Saving for Saturday

401k and IRA Decisions - March 23, 2025


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.Millions of Americans’ retirement money is in something like an IRA or 401k. As a whole, U.S. retirement assets are more than $32 trillion and over half of it – over $19 trillion – is in IRAs and defined contribution plans.

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Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements.

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Each week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more. 
Whether you're approaching retirement, already enjoying your golden years, or just beginning to plan for the future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.
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Saving for SaturdayBy Scott Staton