Category
CARES Act – Impact on IRAs and Retirement Plans
By Anne ZavagliaPosted 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 MoreDo Target-Date Funds Hit the Bull’s-Eye for You?
By Mark FisselPosted 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 MoreSECURE Act Can Have Big Impact on your Estate Plan & Trusts
By Anne ZavagliaPosted 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 MoreThe SECURE Act Offers New Opportunities for Individuals and Businesses
By Mark FisselPosted 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 MoreThe SECURE Act Signed into Law
By Anne ZavagliaPosted on January 2nd, 2020
President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, into law December 20. Included in the […]
Learn More2020 Contribution Limits
By Mark FisselPosted on December 3rd, 2019
The IRS has announced Cost-of-Living adjustments for contribution limits to 401(k)s and other qualified plans for 2020. Contributions to IRAs will remain the same. See […]
Learn MoreBalancing 401(k) and HSA Contributions
By Mark FisselPosted on September 23rd, 2019
If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage […]
Learn MoreLeverage Your 401(k) to Build Roth Earnings
By Anne ZavagliaPosted on September 3rd, 2019
Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way to contribute to a Roth when they are not eligible to […]
Learn MoreThe House Passes the SECURE Act
By Anne ZavagliaPosted on May 30th, 2019
Many Americans do not have enough saved for retirement, with only 51% of workers having access to a work place retirement plan[i]. In an effort […]
Learn MoreManaging Your Money in a Gig Economy
By Mark FisselPosted on May 30th, 2019
According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often referred to as the […]
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