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New High Interest Savings Accounts Help Ohio Homebuyers
By Anne ZavagliaPosted on April 16th, 2024
The Ohio Homebuyer Plus program helps Ohioans save for a down payment on the purchase of a primary residence. Ohio residents aged 18 or older […]
Learn MorePart-time Employees Are Eligible to Enroll into 401(k) Plans in 2024
By Anne ZavagliaPosted on January 10th, 2024
Starting this year, part-time employees meeting the SECURE Act’s three-year rule are eligible to participate in their employer’s 401k plan. The SECURE Act of 2019 […]
Learn MoreTD Ameritrade Transition to Schwab: Important Details
By Anne ZavagliaPosted on June 29th, 2023
The long-awaited transition to Schwab is on the horizon. The Charles Schwab Corporation acquired TD Ameritrade in 2019. Since that time, TD Ameritrade has been working […]
Learn MoreUse the Increased RMD age to Boost your Roth Savings
By Anne ZavagliaPosted on April 11th, 2023
The required minimum distribution (“RMD”) age has steadily increased over the last few years with the passage of the SECURE Act and SECURE 2.0, raising […]
Learn MoreThe SECURE 2.0 Act of 2022 Brings Changes for Workplace Retirement Plans in 2023
By Anne ZavagliaPosted on February 1st, 2023
The Consolidated Appropriations Act, 2023 was signed into law at the end of 2022 includes the SECURE 2.0 Act of 2022. SECURE 2.0 includes over […]
Learn MoreSecure 2.0 Act Signed into Law
By Anne ZavagliaPosted on January 10th, 2023
The SECURE 2.0 Act of 2022 was included in the recent $1.7 billion spending bill and signed into law December 29, 2022. The new law […]
Learn MoreYear-end Tax Moves
By Anne ZavagliaPosted on December 5th, 2022
As we approach the end of the year, now is the time to think about your 2022 taxes. While it hasn’t been a great year […]
Learn More2023 Contribution Limits Increase
By Anne ZavagliaPosted on October 24th, 2022
The IRS announced cost-of-Living adjustments for contribution limits to IRAs, 401(k)s and other qualified plans for 2023 on October 21. COLAs are indexed for inflation […]
Learn MoreInflation Upside?
By Anne ZavagliaPosted on October 4th, 2022
With inflation at a 40-year high, it may feel like doom and gloom. Markets are down from their January peak, costs have soared especially for […]
Learn MoreNew 401k Lifetime Income Illustrations
By Anne ZavagliaPosted on October 4th, 2022
Many 401k participants saw, for the first time this year, Lifetime Single Life Annuity Stream illustrations on their quarterly statements. The Secure Act requires that […]
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