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Inflation 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 […]
Learn MoreBenefits of the Inflation Reduction Act
By Anne ZavagliaPosted on October 4th, 2022
President Joe Biden signed the Inflation Reduction Act (IRA) into law in August.The bill is a reduced version of the administration’s Build Back Better plan. […]
Learn MoreThe Potential Benefits of Roth IRAs for Children
By Anne ZavagliaPosted 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 […]
Learn MoreSecure Act 2.0 Passes in the House
By Anne ZavagliaPosted 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 […]
Learn MoreBuild Back Better Act Delayed
By Anne ZavagliaPosted 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 […]
Learn More2022 Contribution Limits
By Anne ZavagliaPosted 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 […]
Learn More$1.2T Infrastructure Bill passes while the Build Back Better Act still hangs on the line
By Anne ZavagliaPosted 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, […]
Learn MoreProposed Tax Legislation
By Anne ZavagliaPosted 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 […]
Learn More401(k) Lifetime Income Illustrations
By Anne ZavagliaPosted 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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