Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

By Mark Fissel
Posted on September 29th, 2023

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]

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Use the Increased RMD age to Boost your Roth Savings

By Anne Zavaglia
Posted 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 […]

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The SECURE 2.0 Act of 2022 Brings Changes for Workplace Retirement Plans in 2023

By Anne Zavaglia
Posted 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 […]

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Double Up with a Spousal IRA

By Mark Fissel
Posted on January 30th, 2023

If you and your spouse are looking for a way to build your retirement savings but one of you is not working, you might consider […]

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Key Retirement and Tax Numbers for 2023

By Mark Fissel
Posted on January 18th, 2023

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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Secure 2.0 Act Signed into Law

By Anne Zavaglia
Posted 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 […]

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The Potential Benefits of Roth IRAs for Children

By Anne Zavaglia
Posted on July 1st, 2022

Most teenagers probably aren’t thinking about saving for retirement, buying a home, or even paying for college when they start their first jobs. Yet a […]

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Proposed Tax Legislation

By Anne Zavaglia
Posted on September 29th, 2021

The House Ways and Means Committee released their proposed budget reconciliation recommendations in September as part of the Build Back Better Act. The tax legislation […]

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Should you take advantage of a Roth 401(k)?

By Anne Zavaglia
Posted on July 7th, 2021

If you have a 401(k) or other workplace retirement plan that offers a Roth option, you should consider taking advantage of it. Unlike pre-tax deferrals, […]

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How Well Do You Understand Retirement Plan Rules?

By Mark Fissel
Posted on April 30th, 2021

Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see […]

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