Skip to main content

  • Home
  • About 
    • Our Philosophy
    • Our Team
  • Resources
    • Kaizen Capsules
    • Financial Calculators
    • External Resources
    • Events
  • Contact
  • Client Login
  • Career Opportunities

    You are here

  1. Home
  2. Retirement Planning

Retirement Planning

New I.R.S. Contribution Limits: Changes for 2020

Submitted by Kaizen Financial Advisors, LLC on December 13th, 2019

 

The I.R.S. increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes.

Tags:
  • Retirement Planning
  • Read more

Roth IRA Conversions

Submitted by Kaizen Financial Advisors, LLC on November 1st, 2019

 

If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth conversions. Converting your traditional IRA to a Roth IRA can make a lot of sense depending on your situation.

Tags:
  • Retirement Planning
  • Read more
  • « first
  • ‹ previous
  • 1
  • 2

Contact Us

Why hire us now? Three simple reasons:

1. It’s always the right time to start making better financial decisions.

2. We help you plug holes in your financial buckets that you may not even know about.

3. We’ll help you have peace of mind, knowing your money is being invested wisely.

Phone: (425) 321-5800
Fax:

Email: liz@kaizenfa.com

4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Code of Ethics
  • Privacy Policy
  • ADV 3
  • ADV 2

© 2025 Kaizen Financial Advisors, LLC. All rights reserved.

Website Design For Financial Services Professionals