SECURE Act

SECURE Act 2.0 Now Law: How It’s Likely to Change Your Retirement Planning February 1, 2023 11:52 AM   |  

SECURE Act 2.0 is now law. With dozens of new provisions, many Americans will get to invest longer for retirement, put away more money, and take advantage of the biggest changes in years for their employer-sponsored 401(k) plans.

5 min read  |  Retirement Planning
The SECURE Act: 5 Things You Should Know December 21, 2022 1:48 PM   |  

The SECURE Act is included in the appropriations bill just passed by Congress. Here’s what you need to know about the changes coming to retirement.

5 min read  |  Retirement Planning
What Happens When You Inherit an IRA? Here’s a Breakdown August 31, 2022 11:02 AM   |  

Inherited IRA? Here’s what you need to know about making the most of that money.

5 min read  |  Estate Planning
Ready for Roth? Why Now May Be the Time to Do a Roth Conversion August 29, 2022 2:39 PM   |  

With the stretch IRA gone thanks to the SECURE Act, it might be time to revisit your estate plan. If you have money in a traditional IRA, you might consider a Roth IRA conversion.

5 min read  |  IRA & 401k Plans
What Is a 529 College Savings Plan, and What Education Expenses Can I Use It For? July 6, 2020 10:30 AM   |  

Saving for college? The 529 plan is one of the most common college savings tools. Learn how a 529 plan can help you invest and save for higher education.

3 min read  |  College Savings Plans
Late Start on Retirement Planning? Start Catching Up on 401(k), IRA Contributions April 3, 2020 10:30 AM   |  

Even if you got a late start on saving for retirement, there are ways to catch up on contributions to your 401(k) or IRA to have better chances of a successful life after work.

3 min read  |  Retirement Planning

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