To ensure a comfortable retirement, it's essential to reconsider your financial retirement portfolio. While you might have accumulated a substantial nest egg in a 401(k) plan, withdrawing money from it comes with significant tax planning considerations. In the early stages…
In 2006, the Pension Protection Act was the last significant change in retirement legislation until the Setting Every Community Up for Retirement Enhancement Act (SECURE) of 2019. The impact of the SECURE Act on some retirees, near-retirees, and their future…
The Windfall Elimination Provision (WEP) may decrease your SSA benefit if you receive a pension from an employer that did not pay social security payroll taxes. How can you know if this is your situation? Your social security statement does…
The President signed the SECURE Act into law on December 20, and its effective date is January 1, 2020. Congress has passed a bipartisan appropriations bill. In the contents of this spending bill is a piece of legislation known as…