403(b)

5 Proposed Changes to Retirement Savings Laws Under SECURE 2.0

2023-05-11T15:08:14-04:00April 4th, 2022|Blog, Financial Planning, Retirement|

5 Proposed Changes to Retirement Savings Laws Under SECURE 2.0 By: Stacey Nickens You may have experienced changes to your retirement savings plan when the SECURE Act passed in 2019. Since then, lawmakers have continued to develop additional legislation with the hopes of making it easier to contribute to and withdraw from retirement savings [...]

IRS Releases 2022 Retirement Account Contribution and Contribution Deduction Limits

2023-05-11T15:21:19-04:00November 5th, 2021|Blog, Financial Planning, Investments|

IRS Releases 2022 Retirement Account Contribution and Contribution Deduction Limits By: Margaret Nickens The IRS released the 2022 contribution limits and deduction income limits for IRAs, 401(k)s, and other retirement accounts. While there's some disappointing news in the batch, there's definitely some increases to celebrate. The Bad News The IRS is not increasing contribution [...]

5 Strategies for Managing Your Employer-Sponsored Retirement Plan

2020-11-10T15:39:03-05:00November 9th, 2020|Blog|

5 Strategies for Managing Your Employer-Sponsored Retirement Plan By: Stacey Nickens Pension plans have traditionally funded many American's retirements. However, pension plans are becoming increasingly uncommon. In their absence, more retirees are relying on 401(k)s, 403(b)s, or 457 plans. However, I often find that individuals do not take an active role in managing or reviewing [...]