CARES Act – Impact on IRAs and Retirement Plans

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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 […]

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

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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 […]

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

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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 […]

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The SECURE Act Offers New Opportunities for Individuals and Businesses

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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 […]

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The SECURE Act Signed into Law

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Posted 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 […]

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2020 Contribution Limits

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Posted 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 […]

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Balancing 401(k) and HSA Contributions

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Posted 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 […]

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Leverage Your 401(k) to Build Roth Earnings

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Posted 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 […]

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The House Passes the SECURE Act

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Posted 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 […]

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Managing Your Money in a Gig Economy

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Posted 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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