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

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Posted 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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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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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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