New Required Minimum Distribution Rules for 2022

May 1, 2022 | 0 views

Starting in 2020, new legislation increased the age to begin Required Minimum Distributions (RMDs) from 70½ to 72. More recently, the IRS updated the Uniform Life Table for alignment with longer life expectancies. Note that it takes years for actuaries...

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Give a College Savings 529 Plan For Graduation

April 1, 2022 | 0 views

If you really want to make impact in your new grad’s life, make an investment in his or her future with a 529 College Savings account. There are two versions: an investment account and a prepaid account. Assuming you are...

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How To Maximize the Potential of Your 401(k) Plan

March 1, 2022 | 0 views

One of the easiest ways to save for retirement is to participate in an employer-sponsored retirement plan. You simply select a percentage of your paycheck that you would like transferred to your 401(k) (or similar) account. Not only does your...

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Create a Healthcare Plan for Retirement

February 1, 2022 | 0 views

If you pay $250 a month for cable and premium channels, that’s $3,000 a year. Over a 30-year period, the total cost would be $90,000. We don’t tend to think about how much we pay in regular expenses over the...

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Long-Term Investment Opportunities Presented by the Infrastructure Bill

January 1, 2022 | 0 views

In November, President Biden signed legislative funding that represents the largest transportation spending package in U.S. history. The $1.2 trillion Infrastructure Investment and Jobs Act authorized funding for roads, highways, bridges, public transit systems, utility systems, electrical grids, energy projects...

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