Thinking About a Roth Conversion This Year?

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Posted on July 2nd, 2020

The low tax environment coupled with market volatility makes Roth Conversions even more appealing this year. The current tax rates are set to sunset after […]

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Tapping Retirement Savings During a Financial Crisis

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Posted on July 1st, 2020

As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation […]

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Department of Labor Announces E-Delivery Final Rule

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Posted on June 2nd, 2020

Amidst the ongoing Coronavirus situation, the Department of Labor announced final rules regarding electronic communications from retirement plan fiduciaries to their participants. These rules are […]

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Four Questions on the Roth Five-Year Rule

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Posted on May 29th, 2020

The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth […]

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Mid-Year Is a Good Time to Fine-Tune Your Finances

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Posted on May 29th, 2020

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the […]

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Updated Guidance for the Paycheck Protection Program

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Posted on May 1st, 2020

Additional Funding On April 24, 2020, President Trump signed the Paycheck Protection Program and Health Care Enhancement Act (PPP & HCE Act), which includes provisions […]

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Coronavirus Distributions from Workplace Retirement Plans

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Posted on May 1st, 2020

Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic Security (CARES) Act[i] was signed into law on March 27, […]

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CARES Act – Impact on IRAs and Retirement Plans

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Posted on April 2nd, 2020

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).  This stimulus package is designed to […]

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Is It Time to Review Your IRA Estate Planning Strategies?

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Posted on February 27th, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included […]

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Do Target-Date Funds Hit the Bull’s-Eye for You?

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Posted on February 27th, 2020

More than half of 401(k) participants have assets invested in target-date funds.1 These “all-in-one” funds are often the default option in workplace plans, and their apparent […]

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