KDConnection

Your tax return offers clues about how to strengthen your financial picture. Learn strategies to reduce next year’s tax bill, including optimizing retirement contributions, using catch-up options and revisiting your financial goals.

Women face unique challenges when it comes to retirement readiness, such as longer life expectancies and more career interruptions. Explore steps that can help close potential retirement gaps and build long-term financial security.

Just like spring cleaning, consolidating retirement accounts can help you feel more in control. Combining assets may offer simpler management, fewer fees and easier tax preparation — all with continued access to Plan resources.

If retirement is around the corner, now is the time to confirm key details, including pension benefits, health care, and estate planning. Use this checklist to start your next chapter with confidence.

A new year is a great time to revisit your retirement goals and make small updates that can lead to big results. Whether you’re reassessing your timeline, updating beneficiaries or exploring catch-up options, our checklist can help you stay on track.

Tax season is approaching! Whether you're retired or still saving, our checklist can help you prep your return with less stress, avoid common mistakes and stay ahead of key deadlines.

Roth contributions offer tax-free growth, no required minimum withdrawals and protection against rising tax rates. Learn how they compare to traditional contributions and which option may be right for you.

The IRS announced new retirement plan contribution limits for 2026, giving you more opportunities to save. Even small adjustments can make a big impact.

Our decade-by-decade checklist helps you assess your financial health, set meaningful goals and take control of your retirement planning — no matter your age.

This month is dedicated to helping you take concrete steps toward a financially secure retirement. Discover the available resources.

By creating secure online access to your account, you help block fraudsters from gaining access in your name. Learn how to take action.

Starting January 1, 2026, any catch-up contributions you make to your retirement plan must be made as Roth (after-tax) contributions.

Retirement can last 20 to 30 years or more. A clear plan can help ensure that you’ve covered essential expenses for a retirement with less stress. We can help.

This issue covers a variety of topics, including focusing on long-term objectives during short-term market swings, Roth vs. pre-tax deferrals, optimizing contributions and more.

This issue included the benefits of rolling other qualified retirement assets into your KDC account, tips to focus on during National Financial Literacy Month and beyond, finding the right asset allocation and more.