3 Ways the SECURE Act Will Affect Your Retirement Account

The SECURE Act, Setting Every Community Up for Retirement Enhancement Act, has passed in Congress, along with the nearly $1.4 trillion spending bill for FY 2020. This is the first major piece of retirement legislation in a decade. The legislation affects employers, but here we are [...]

2020 Retirement Savings Contribution Limits

The Internal Revenue Service (IRS) has announced its 2020 cost-of-living adjustments (COLAs) for retirement plans. While some retirement plan limitations will stay the same for 2020, many key limitations will increase next year, including the participant contribution limit. [...]

4 Reasons why Millennials are the New Face of the Retirement Crisis

Recently #millennialretirementplans was trending on Twitter. The “retirement plans” that were mentioned were not your typical blend of Social Security and retirement plan assets. The “plans” were much more dismal, with major concerns over healthcare costs, Social Security running out, lack of savings, and climate change. [...]

2019 Retirement Savings Contribution Limits

With 2019 quickly approaching, the IRS has released its cost of living adjustments affecting the dollar limitations for retirement-related items in 2019. With 75% of Americans relying solely on their work sponsored retirement plans for their retirement income, it is important to save as much money as possible for retirement. [...]

Unlock 5 Advantages of Advisor-Guided Retirement Plans

With most Americans concerned that they won’t be able to retire on time, or perhaps worse, will outlive their retirement income, it’s time for business owners to get serious about employee-sponsored retirement plans. These plans are a primary money stream for individuals in their retirement years, making it absolutely essential that they’re designed to benefit […]

3 Common Retirement Accounts: Which One Is Best for You?

As a hard-working American, you spend a lot of your life punching the clock day in and day out, dreaming of the day when you can trade your business attire for a swimsuit as you relax by the beach while RETIRED! When I think of retirement, I think of golf, tennis, DIY projects, relaxation, travel […]