By Debra Taylor, CPA/PFS, JD, CDFA The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know. The SECURE Act, passed in late 2019, is by far the biggest retirement-oriented legislation to …
By Debra Taylor, CPA/PFS, JD, CDFA The government has become pesky about one thing—they want the tax dollars that have been locked up in traditional retirement accounts. And think about it. Some of that money has been untouchable for decades. In light of budget woes and Washington wrangling, it makes sense that the government is …
By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account. Individual retirement accounts (IRAs) and 401(k)s share a lot of similarities. They are both retirement plans. They both can help you lower your tax bill today, …
By Elaine Floyd, CFP ® Retirement planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at the major factors: housing, activities, lifestyle, life expectancy, and unexpected events. The first step in any retirement income plan is to envision your retirement and make some decisions about how you …
5 Questions to Ask Yourself 5 Years Before You Retire Read More »
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