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SECURE 2.0 Act Expands Early Withdrawal Exceptions
By Mark FisselPosted 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 […]
Learn MoreThe SECURE 2.0 Act of 2022 Brings Changes for Workplace Retirement Plans in 2023
By Anne ZavagliaPosted 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 […]
Learn MoreSecure 2.0 Act Signed into Law
By Anne ZavagliaPosted 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 […]
Learn More2023 Contribution Limits Increase
By Anne ZavagliaPosted 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 […]
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 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 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 More401(k) and IRA: A Combined Savings Strategy
By Mark FisselPosted 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 […]
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 […]
Learn MoreShould you take advantage of a Roth 401(k)?
By Anne ZavagliaPosted 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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