Category
The Versatile Roth IRA
By Broadridge Advisor SolutionsPosted on April 9th, 2025
Used with care, the Roth IRA may help serve several objectives at once — like a multipurpose tool in your financial-planning toolbox. Retirement First and […]
Learn MoreComing in 2024: New 529 Plan-to-Roth IRA Rollover Option
By Mark FisselPosted on September 29th, 2023
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]
Learn MoreUse the Increased RMD age to Boost your Roth Savings
By Anne ZavagliaPosted on April 11th, 2023
The required minimum distribution (“RMD”) age has steadily increased over the last few years with the passage of the SECURE Act and SECURE 2.0, raising […]
Learn MoreThe SECURE 2.0 Act of 2022 Brings Changes for Workplace Retirement Plans in 2023
By Anne ZavagliaPosted on February 1st, 2023
The Consolidated Appropriations Act, 2023 was signed into law at the end of 2022 includes the SECURE 2.0 Act of 2022. SECURE 2.0 includes over […]
Learn MoreDouble Up with a Spousal IRA
By Mark FisselPosted on January 30th, 2023
If you and your spouse are looking for a way to build your retirement savings but one of you is not working, you might consider […]
Learn MoreKey Retirement and Tax Numbers for 2023
By Mark FisselPosted on January 18th, 2023
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]
Learn MoreSecure 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 MoreThe Potential Benefits of Roth IRAs for Children
By Anne ZavagliaPosted on July 1st, 2022
Most teenagers probably aren’t thinking about saving for retirement, buying a home, or even paying for college when they start their first jobs. Yet a […]
Learn MoreProposed Tax Legislation
By Anne ZavagliaPosted on September 29th, 2021
The House Ways and Means Committee released their proposed budget reconciliation recommendations in September as part of the Build Back Better Act. The tax legislation […]
Learn MoreShould you take advantage of a Roth 401(k)?
By Anne ZavagliaPosted 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, […]
Learn More