Latest SECURE Act 2.0 Updates Effective January 1, 2025, Section 109 of the SECURE 2.0 Act of 2022 increases the catch-up contribution limit for participants […]

Tax Updates for Tax Year 2025: What You Need to Know The IRS recently announced inflation adjustments for over 60 tax provisions for the 2025 […]

LTC Planning for Total Caregiving Expenditures How Much Do People Pay for LTC after age 65? That depends. We’ll explain. Long-term care (LTC) unknowns including […]

August Monthly Market Update Curious how the market is doing? Here are 3 things to know about August market activity: 1) Strong month for large […]

June Monthly Market Update 3 things to know about June market activity: Check out Dylan’s full recap in the video below. File #6774425.1

April Monthly Market Update 3 things to know about April market activity: 1) Stocks experience first negative month of the year; still positive YTD 2) […]

May Monthly Market Update Scott Fischer and Dylan McKeon provide an update on the market from May 2024. What can we expect looking forward? 1) […]

Learn About Annuity Tax Fundamentals Annuities can play a valuable role in retirement planning. However, it is crucial to understand how annuities are taxed to […]

SECURE 2.0 Provides Participants with a Domestic Abuse Withdrawal Option SECURE Act of 2022 (SECURE 2.0) included a number of provisions designed to encourage workers […]

Retirement Plan Limits for 2024 The IRS recently released Notice 2023-75, which announced 2024 cost-of-living adjustments that should be noted for retirement planning purposes. Plan administrators should […]