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Secure 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 MoreThree Stretch IRA Alternatives
By Mark FisselPosted on December 2nd, 2022
The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing […]
Learn MoreWhen Should Young Adults Start Investing for Retirement?
By Mark FisselPosted on December 2nd, 2022
As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on their minds. Even […]
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 MoreInflation Upside?
By Anne ZavagliaPosted on October 4th, 2022
With inflation at a 40-year high, it may feel like doom and gloom. Markets are down from their January peak, costs have soared especially for […]
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 MoreRetirement Savings in a Volatile Market
By Mark FisselPosted on September 27th, 2022
If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. Here are some […]
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 MoreSplurge or Save? Making the Most of Your Income Tax Refund
By Mark FisselPosted on April 5th, 2022
The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the hands of U.S. consumers.1 For […]
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 […]
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