SECURE 2.0 Act Expands Early Withdrawal Exceptions

By Mark Fissel
Posted on May 31st, 2023

Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential tax treatment in return for […]

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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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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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2023 Contribution Limits Increase

By Anne Zavaglia
Posted 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 […]

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New 401k Lifetime Income Illustrations

By Anne Zavaglia
Posted 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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Secure Act 2.0 Passes in the House

By Anne Zavaglia
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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2022 Contribution Limits

By Anne Zavaglia
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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401(k) and IRA: A Combined Savings Strategy

By Mark Fissel
Posted on November 30th, 2021

Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost […]

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401(k) Lifetime Income Illustrations

By Anne Zavaglia
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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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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