May 1, 2020
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Kim Beil April 20, 2020
If you are nearing or in retirement, navigating market uncertainty can be concerning, especially when it comes to ensuring your assets last long after your working years are over. The good news is, there are strategies you can put in place now to help you stay on track for the long run.
April 3, 2020
The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, which was signed into law by President Trump on March 27, 2020, has far-reaching impact for Americans. While most of the law is devoted to providing economic stimulus for businesses, several provisions change some of the rules currently in place for IRAs and other types of retirement plans.
Jay Guyer and Michael Repak March 2, 2020
One common estate planning technique for clients with large retirement plan balances is to designate a trust as the beneficiary of those accounts. However, those planning to use a trust or trusteed IRA are encouraged to take a fresh look at their plans following the new distribution rules of the SECURE Act.
Michael Repak January 10, 2020
The tax rule changes enacted as part of the Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, will persuade financial planners and clients to take a fresh look at IRAs in estate plans.
Michael Repak and Debra Roey December 30, 2019
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed by President Trump on December 20, is a game-changer for the U.S. retirement system and is particularly significant for Americans with retirement plans (including IRAs) and companies who sponsor retirement plans for their employees.
November 12, 2019
Timing when you plan to retire is usually focused on your personal goals and circumstances. Market conditions or the economy often don’t play a part in the equation.
If you participate in a traditional pension plan (known as a defined benefit plan) with your employer, you may receive monthly benefits from the plan after you retire.
September 23, 2019
Planning on working during retirement?
Joe McDonald July 15, 2019
Janney Senior Retirement Planning Specialist, Joe McDonald, discusses some retirement plan options specifically for self-employed individuals working without any employees.
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