The Potential Benefits of Roth IRAs for Children

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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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Secure Act 2.0 Passes in the House

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Posted on April 11th, 2022

Retirement savings legislation is one area lawmakers come together and show bipartisan support. The House passed the Securing a Strong Retirement Act of 2022 by […]

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Build Back Better Act Delayed

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Posted on January 3rd, 2022

The Build Back Better Act passed in the House in November. The $1.75 trillion social spending bill would advance key parts of President Joe Biden’s […]

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2022 Contribution Limits

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Posted on November 30th, 2021

The IRS has announced Cost-of-Living adjustments for contribution limits to 401(k)s and other qualified plans for 2022. Contributions to IRAs will remain the same. See […]

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$1.2T Infrastructure Bill passes while the Build Back Better Act still hangs on the line

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Posted on November 8th, 2021

The Infrastructure Bill passed in the House late Friday, and is expected to go to President Biden to be signed into law. The Infrastructure bill, […]

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Proposed Tax Legislation

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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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401(k) Lifetime Income Illustrations

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Posted on September 3rd, 2021

The SECURE Act, signed into law in 2019, requires sponsors of 401(k), and similar workplace retirement plans, to include two lifetime income illustrations at least once […]

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$3.5 Billion Budget Plan Gets House Approval

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Posted on August 26th, 2021

The House passed a $3.5 trillion budget resolution this week, and set forth plans to vote on the bipartisan infrastructure bill by the end of […]

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$1.2 Trillion Bipartisan Infrastructure Plan

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Posted on August 3rd, 2021

Senate Democrats and Republicans came together at the end of July to begin working on an infrastructure spending plan with bipartisan support. The full text […]

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Small Business Tax Fairness Act

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Posted on July 30th, 2021

The Small Business Tax Fairness Act, introduced in July by Senate Finance Committee Chair Ron Wyden, D-Ore., would expand eligibility for middle-income “service” business owners […]

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