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mark61504
Mar 71 min read
Inherited IRA Headaches, when to take the RMD?
Were you fortunate enough to inherit someone's IRA? If so, there are a lot of questions to ask prior to figuring out the best path...
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mark61504
Nov 21, 20231 min read
Thinking of Offering a Plan, SECURE 2.0 is Here to Help
For many employers, offering a 401K plan is often viewed as a luxury of larger companies. The perceived complexity can be enough to...
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mark61504
Jun 21, 20231 min read
SECURE 2.0 Provisions for 2026
In 2026, what is old is suddenly new again as paper statements have a forced comeback under the SECURE Act 2.0. In addition, lower...
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mark61504
Jun 1, 20231 min read
SECURE 2.0 Provisions for 2025
The SECURE Act 2.0 is now the law of the land and it includes tons of provisions relating to retirement plans. In 2025, the provisions...
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mark61504
May 2, 20231 min read
SECURE Act 2.0 Key Provisions for 2023
The SECURE Act 2.0 is now the law of the land and it includes tons of provisions relating to retirement plans. The general focus was on...
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mark61504
Mar 30, 20231 min read
From College Savings to Early Retirement, The SECURE Act 2.0 529 Rollover
The SECURE Act 2.0 which was passed at the end of 2022 has some pretty interesting provisions in it. One that has caught a lot attention...
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mark61504
Nov 22, 20222 min read
Social Security, How to plan for the unknown?
Nobody wants to enter retirement unsure if they will be able to afford basic goods and services. With meaningful inflation for the first...
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mark61504
Jun 3, 20221 min read
Hypothetical Trade-Offs and What They Tell Us About Ourselves
According to a 2021 PLANSPONSOR Participant Survey, the average retirement saver may not be that savvy. That is of course not what the...
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mark61504
Feb 23, 20221 min read
Medicare Premiums: Inflation Strikes Again
The standard Medicare Part B premium which covers doctors visits and other outpatient services increased to $170.10 per month in 2022. ...
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mark61504
Nov 5, 20211 min read
2022 Retirement Plan Limits
Balancing a plan with changing demographics can be a challenge. Employee turnover in a small retirement plan can make or break your plan...
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mark61504
Sep 29, 20212 min read
Missing Participant Guidance
The Department of Labor has issued guidance to help retirement plan fiduciaries when trying to locate and distribute retirement benefits...
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mark61504
Aug 19, 20211 min read
Lifetime Income Illustrations in the SECURE Act
Here they come. If your plan provider wasn't already doing this, they will be providing lifetime income illustrations beginning after...
29 views0 comments