On September 15, the IRS issued final Treasury regulations implementing provisions of the SECURE 2.0 Act related to age-50 catch-up contributions under employer-sponsored retirement plans. While many ...
Retirement planning is no longer an easy task. Age, retirement plan options, taxes, and required minimum distributions (RMD) have all made the calculations much more difficult. You just about need a ...
If you're a highly paid executive, deferring some of your pay until later in life is a good way to cut taxes. Making a deferred compensation 409(A) or 457(b) plan roll over to a Roth IRA is usually ...
The IRS recently issued final guidance on a significant SECURE 2.0 provision that changes how older, high-income employees contribute to their retirement plans. Starting in 2026, employees aged 50 and ...
Most of your working clients probably have an employer-sponsored 401(k) or 403(b) retirement plan, to which they should usually maximize their allowed contributions. But some of those clients may also ...
Roth IRA vs Traditional IRA decisions are some of the most important financial choices you’ll make when planning for retirement. However, they come with complications that need to be navigated. In the ...
Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...
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