News & Insights
Plan Sponsor Alert: Despite Growth, HSAs Largely Untapped for Retirement Savings
June 23rd, 2023
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Financial & Retirement Planning |
Tax |
Employee Benefit Plans
Healthcare is a major cost in retirement, yet many people don’t plan effectively for it. Fidelity’s annual Retiree Health Care Cost Estimate showed that in 2022, an average retired couple […]
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4 Tax Challenges You May Encounter if You’re Retiring Soon
May 16th, 2023
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Financial & Retirement Planning |
Wealth Management |
Small & Midsize Businesses
Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four […]
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New Grant Program Available for Underfunded Local Government Pension Plans in Michigan
March 7th, 2023
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By Rod Taylor |
Consulting |
Financial & Retirement Planning |
Government
A new grant program has been created to help underfunded pension systems of local governments required to report under the Protecting Local Government Retirement and Benefits Act (PA 202 of […]
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Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans
January 20th, 2023
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Financial & Retirement Planning |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
The Consolidated Appropriations Act, 2023 (Public Law No. 117-328) that was signed into law on December 29, 2022 by President Joe Biden includes the SECURE 2.0 Act of 2022, which […]
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SECURE 2.0 Law May Make You More Secure In Retirement
January 6th, 2023
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Financial & Retirement Planning |
Tax |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community […]