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401(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 More$3.5 Billion Budget Plan Gets House Approval
By Anne ZavagliaPosted on August 26th, 2021
The House passed a $3.5 trillion budget resolution this week, and set forth plans to vote on the bipartisan infrastructure bill by the end of […]
Learn MoreCompany Stock and Your Retirement Strategy
By Mark FisselPosted on August 24th, 2021
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include […]
Learn MoreGrandparent 529 Plans Get a Boost Under New FAFSA Rules
By Mark FisselPosted on August 24th, 2021
529 plans are a favored way to save for college due to the tax benefits and other advantages they offer when funds are used to […]
Learn MoreJuly 2021 Market Recap
By Clint EdgingtonPosted on August 5th, 2021
The continuation of the re-opening of the U.S. continues to show the health of the U.S. economy even while dealing with various supply chain issues. […]
Learn More$1.2 Trillion Bipartisan Infrastructure Plan
By Anne ZavagliaPosted on August 3rd, 2021
Senate Democrats and Republicans came together at the end of July to begin working on an infrastructure spending plan with bipartisan support. The full text […]
Learn MoreSmall Business Tax Fairness Act
By Anne ZavagliaPosted on July 30th, 2021
The Small Business Tax Fairness Act, introduced in July by Senate Finance Committee Chair Ron Wyden, D-Ore., would expand eligibility for middle-income “service” business owners […]
Learn MorePPP Loan Forgiveness Made Easier
By Anne ZavagliaPosted on July 30th, 2021
The Small Business Administration (SBA) opened an online “Direct Forgiveness” portal on August 4th. The portal is designed to simplify the forgiveness process for borrowers […]
Learn MoreTips for Managing an Inheritance
By Mark FisselPosted on July 29th, 2021
As the beneficiary of an inheritance, you will likely be faced with making important decisions during an emotional time. Short of meeting any required tax […]
Learn More2021 Child Tax Credit
By Anne ZavagliaPosted on July 29th, 2021
The American Rescue Plan, signed into law by President Biden this past March, increases the child tax credit for 2021 for many taxpayers. Those with […]
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