Debra Fournier, CFP ®, CDFA ®

Securities offered through LPL Financial, Member SIPC

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

High earners subject to the new rule need to review their #tax-planning and #retirement-savings strategies soon. #CFP #Roth #401(k) #womenandwealth #womeninfinance https://t.co/YAGG02zOnh

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Now is the ideal time to review your #tax strategy and find potential opportunities. #401(k) #roth #CFP #womenandwealth #womeninfinance https://t.co/wOPRNOfM6K

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Consider the pros and cons of an IRA rollover. Speak to a qualified advisor before making any decision. #CFP #womenandwealth #wealthmanagement #retirementplanner https://t.co/7dW1cL17Tr

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Should you roll your money to an IRA? Speak to a qualified advisor before making any decisions. #CFP #womenandwealth #wealthmanagement #retirementplanning https://t.co/8ewJuO0Chq

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Being offered an early retirement package? Make sure you read the fine print and meet with a qualified advisor. #CFP #womenandwealth #wealthmanagement #retirementplanner https://t.co/Rkb02H4IvA

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Did you know IRAs and employer sponsored plans have different exceptions? Speak to a qualified advisor before making any distributions. #CFP #womenandwealth #IRA #financialplanner https://t.co/TYCQQZ4AXi

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

https://t.co/tKuPinIUwd

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Did you know the federal student loan interest rate ranges from 6.53% to 9.08%? 529 plans can now be used to pay student loan debt up to a lifetime maximum if $10,000. #CFP #financialplanner #womenandwealth https://t.co/wx48DKwmEu

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Did you know you can use a 529 plan to repay qualified education loans? #529 #ROTHIRA # CFP #wealthmanagement #womeninfinance https://t.co/6sd662I9IG

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Be careful! Scammers are taking advantage of individuals over the confusion in the new rule. #financialplanner #CFPpro #WomenAndWealth #WealthManagement #socialsecurity https://t.co/kKmgSN2rZC

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

There are many reasons to take advantage of a #Roth #IRA. Are you? #womenandwealth #wealthmanagement #CFPpro #retirementplanner https://t.co/id2rarJ6NH

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

50 and fabulous? Kids finally out of the house? Now's the time to take advantage of catch-up contributions. #CFP #womenandwealth #wealthmanagement #retirementplanning #IRA #ROTH #401k https://t.co/Y9eSKLOLlC

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Monmouth March 2025 https://t.co/U53TmdizLa via @issuu Check out my latest article The Retirement Income Puzzle p.2 #womenandwealth #WomensHistoryMonth

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Do you have a #403(b) plan? Some employers now offer a #Roth option. If you are age 60-63, you are eligible to make super #catch-up contributions #wealthmanagement #womenandwealth #womeninfinance #CFP #financialplanner https://t.co/JIu1aDUYVK

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Ladies, have you checked to see if your employer plan offers a #Roth option? Not only does it play an important role for retirement income, there are #estate planning benefits as well. #wealthmanagement #womenandwealth #CFP #womeninfinance https://t.co/yrnIOQu5YO

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Ladies, if you are behind on your retirement savings, did you know workers age 60 to 63 can make a super catch-up contribution? #401k #IRA #Roth #CFP #wealthmanagement #womenandwealth #womeninfinance https://t.co/WuRMtcYV29

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Are you familiar with some of the key changes for 2025? #IRA #401k #CFP #womeinfinance #womenandwealth https://t.co/AJwGnozLe8

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

#IRAs and employer-sponsored #retirement plans have different exceptions so know the rules. #CFP #womenandwealth #wealthmanagement #womeninfinance https://t.co/9O74qHB57T

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

It's never too early to start planning for your #retirement. Now is the time to meet with a #CFPpro #womenandwealth #wealthmanagement #financialplanner #retirementplanning https://t.co/mPvmYY9VDD

[Debra Fournier, CFP ®, CDFA ® @realDebFournier]

Now may be the time meet with a #CFP professional to help plan for your #financialfuture #womenandwealth #wealthmanagement #financialplanning #retirementplanner https://t.co/jEb0QmFqYD