News & Insights
Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers
June 24th, 2024
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By Nate Whitson |
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When planning for higher education expenses, many families turn to 529 Plans for reliable savings. What is a 529 Plan? It offers families the benefit of tax-free growth on investments, […]
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SECURE 2.0: Which Provisions Went Into Effect in 2024?
June 20th, 2024
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Financial & Retirement Planning |
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The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law in December 2022, bringing more than 90 changes to retirement plan and tax laws. Many of […]
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Maximizing Your Charitable Giving for Tax Benefits
November 28th, 2023
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By Jen Danko |
Financial & Retirement Planning |
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By: Jen Danko We all wish we could contribute more to those causes and communities we care about most. By thoughtfully strategizing your charitable giving, you have the opportunity to […]
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IRS Issues Guidance on New Retirement Catch-up Contribution Rules
September 11th, 2023
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Financial & Retirement Planning |
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In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping new law made some significant changes to so-called catch-up contributions, […]
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IRS Pushes Back Changes to 401(k) Catch-Up Contributions
September 8th, 2023
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By Michael Nordmann |
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The Internal Revenue Service (IRS) announced in late August, 2023, it will push back changes to 401(k) catch-up contributions that were scheduled to take effect in 2024. Under the […]