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.
Les Risell September 23, 2019
An employer-sponsored retirement plan is a benefit provided by employers and a potential way for employees to save for retirement. But did you know that there may be additional tax filing considerations for both the participant and the company sponsoring the plan?
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.
Peter Longo July 15, 2019
Peter Longo, Regional Director for Janney’s Insured Solutions Group, provides some useful tips and insight on how to make smart saving and spending decisions for each phase of life regarding retirement.
April 10, 2019
By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance that you will outlive your money.
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