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“Employer-Sponsored Retirement Plans Get a Boost with Secure Act 2.0
Discover how the Secure Act 2.0, effective from January 2024, can enhance your financial strategy with over 90 provisions aimed at safeguarding retirement savings and creating new advantages for college savings plans. Learn about the Act's unique provisions designed to keep employees connected to their retirement accounts through job transitions and the groundbreaking changes for 529 college savings plans. This article will help you to navigate the complexities of the Act and align these new provisions with your financial goals.
Revamping American Retirement: The SECURE Act 2.0 Explained
Uncover how the SECURE Act 2.0 of 2022 is poised to change the landscape of retirement and college savings in America. With new provisions such as a lost and found database for retirement accounts and the option to convert unused 529 funds to a Roth IRA, this legislation offers promising possibilities for American families. Explore this comprehensive legislative package and learn how it could pave the way for a future of financial security.
Say Hello to Higher Savings: Secure Act 2.0’s Impact on 401(k) and 403(b) Enrollments
Discover the transformative measures of the Secure Act 2.0 set to bolster retirement savings and address student loan debts through employer contributions. Learn about the exemption of Roth accounts from Required Minimum Distributions and the automatic enrollment in 401(k) and 403(b) plans for eligible employees. This article explores these changes and more, and their impact on employers and employees alike.
Navigating the New Norm: Understanding the Secure Act 2.0
Uncover the transformative changes the Secure Act 2.0 is bringing to retirement and college savings plans. This article highlights how the Act not only strengthens retirement savings but also provides flexibility to parents with 529 plans, allowing them to convert unused education funds into a Roth IRA. Delve into this piece to understand how these changes can benefit your long-term financial planning and stability.
What To Do With Old Retirement Accounts
You likely have at least one old retirement account if you've ever changed employers. These accounts stay exactly as you left them unless you take action. In this video, we'll provide options for what to do with those old accounts.
The 1031 Exchange Explained
In the world of real estate, the Section 1031 exchange has been a significant tool for investors who want to grow their real estate portfolio and wealth. In this video, we'll explain how a 1031 exchange works and important considerations when using one.
Two Estate Planning Strategies to Help Protect Wealth
A goal of estate planning is to maximize the wealth that is passed on to one's heirs. In this video, we'll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.
The Key Functions of Your Nonprofit Board
Nonprofit board service can be as exhausting as it is rewarding. Whether you are on a board yourself, thinking about joining a board, or seeking to improve the one you sit on, here are three things that high-functioning nonprofit boards get right.
NLRB Decision May Affect Your Workplace Policies
Discover how a recent decision by the National Labor Relations Board could reshape workplace policies and potentially impact your business. Learn more about Section 7 of the National Labor Relations Act and the NLRB decision means for employee rights and how it could affect your company's rules.
Essential Guidelines for Owner-Involved Business Loans
Learn the important considerations when loaning money to your business or borrowing from it to avoid legal and tax issues.
Uncover the Secret to Maximizing Your 401(k) Benefits for Retirement
Maximizing 401(k) Benefits for Retirement" explores the tax advantages of 401(k) plans, including how contributions lower taxable income and the potential for employer matching. The article also highlights important considerations for withdrawals and how financial advisors can help clients optimize their retirement savings.
clean energy tax credit
Restricted Stock Units: a closer look at equity compensation strategies
Learn how restricted stock units (RSUs) can offer a powerful incentive for employees while also providing significant benefits to employers. Discover how RSUs work and how they may help retain top talent and align your employees' interests with your company's goals.
Understanding elective pay for energy tax credits
The IRS has proposed rules for an "elective pay" provision under the Inflation Reduction Act, allowing entities that don't typically qualify for energy tax credits to claim these benefits. This article explains how applicable entities, such as tax-exempt organizations and government bodies, can opt for this election and receive a refund equivalent to the value of the credit.
The Retirement Savings Boost You’ve Been Waiting For: SECURE Act 2.0 Explained
The SECURE Act 2.0 offers new retirement options for part-time workers, increased catch-up contributions for women, and simplified management of 401(k) accounts. Discover how these changes can bridge the retirement savings gap and benefit both employees and employers.
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