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 …
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 …