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

By
Posted on July 7th, 2021

By Anne Zavaglia, CFP® If you have a 401(k) or other workplace retirement plan that offers a Roth option, you should consider taking advantage of […]

Learn More

Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover

By
Posted on June 1st, 2021

If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA. But this isn’t […]

Learn More

How Well Do You Understand Retirement Plan Rules?

By
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 […]

Learn More

401(K) Plan Part-time Employee Eligibility Requirements

By
Posted on December 30th, 2020

The SECURE Act which passed at the end of 2019 requires 401(k) plans to include long-term, part-time employees beginning January 1, 2021.  Please note: The […]

Learn More

Four Questions on the Roth Five-Year Rule

By
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 […]

Learn More

Coronavirus Distributions from Workplace Retirement Plans

By
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, […]

Learn More

CARES Act – Impact on IRAs and Retirement Plans

By
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 […]

Learn More

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

By
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 […]

Learn More

SECURE Act Can Have Big Impact on your Estate Plan & Trusts

By
Posted on January 30th, 2020

Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have […]

Learn More

The SECURE Act Offers New Opportunities for Individuals and Businesses

By
Posted on January 27th, 2020

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending […]

Learn More