11/30/2024
Latest SECURE Act 2.0 Updates
Latest SECURE Act 2.0 Updates Effective January 1, 2025, Section 109 of the SECURE 2.0 Act of 2022 increases the catch-up contribution limit for participants […]
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11/30/2024
Tax Updates for Tax Year 2025: What You Need to Know
Tax Updates for Tax Year 2025: What You Need to Know The IRS recently announced inflation adjustments for over 60 tax provisions for the 2025 […]
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11/12/2024
LTC Planning for Total Caregiving Expenditures
LTC Planning for Total Caregiving Expenditures How Much Do People Pay for LTC after age 65? That depends. We’ll explain. Long-term care (LTC) unknowns including […]
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9/12/2024
August Monthly Market Update
August Monthly Market Update Curious how the market is doing? Here are 3 things to know about August market activity: 1) Strong month for large […]
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7/15/2024
June Monthly Market Update
June Monthly Market Update 3 things to know about June market activity: Check out Dylan’s full recap in the video below. File #6774425.1
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5/17/2024
May Monthly Market Update
May Monthly Market Update Scott Fischer and Dylan McKeon provide an update on the market from May 2024. What can we expect looking forward? 1) […]
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5/17/2024
April Monthly Market Update
April Monthly Market Update 3 things to know about April market activity: 1) Stocks experience first negative month of the year; still positive YTD 2) […]
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4/25/2024
Learn About Annuity Tax Fundamentals
Learn About Annuity Tax Fundamentals Annuities can play a valuable role in retirement planning. However, it is crucial to understand how annuities are taxed to […]
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3/15/2024
SECURE 2.0 Provides Participants with a Domestic Abuse Withdrawal Option
SECURE 2.0 Provides Participants with a Domestic Abuse Withdrawal Option SECURE Act of 2022 (SECURE 2.0) included a number of provisions designed to encourage workers […]
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12/12/2023
Retirement Plan Limits for 2024
Retirement Plan Limits for 2024 The IRS recently released Notice 2023-75, which announced 2024 cost-of-living adjustments that should be noted for retirement planning purposes. Plan administrators should […]
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