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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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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401(k) and IRA: A Combined Savings Strategy

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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

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

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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 […]

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

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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 […]

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How Well Do You Understand Retirement Plan Rules?

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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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401(K) Plan Part-time Employee Eligibility Requirements

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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 […]

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Four Questions on the Roth Five-Year Rule

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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 […]

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Coronavirus Distributions from Workplace Retirement Plans

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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, […]

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