Blog posts by tag
Deciding if a Roth 401(k) is Right for Me
Wed, 05/01/2024 - 16:42 Wealth management
by Jason Hamilton, CFP®Most of us have known for years that we can contribute to our employer 401(k) through automatic payroll deductions. It’s become a common practice and many employers have established retirement plans to help attract and retain employees. When the company matches employee contributions, it becomes a powerful tool for you …
Seven Smart Things to Do with Your Tax Return
Mon, 02/26/2024 - 16:08 Personal finances
What's not to love about receiving money? It's why millions and millions of people play the lottery each year. And while most won't be lucky enough to win the jackpot, they may very well receive money in a far more common way — getting a tax refund.For some Americans, tax time is a time of excitement as they wait for a check in the mail or an …
Q1 2023 Advisor Insights
Fri, 01/27/2023 - 10:46 Wealth management
Written by Keith Blakely, CFA SECURE Act 2.0 The passing of the SECURE Act (Setting Every Community Up for Retirement Enhancement) in December 2019 marked a significant change to retirement planning. The most notable change in the 2019 SECURE Act was the elimination of the “Stretch IRA”, which requires most non-spouse beneficiaries to …