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 [...]
Social Security Revamps Their Statement Design By: Stacey Nickens Have you recently logged into your Social Security account and noticed some changes in your statement format? Certain Social Security account users who have yet to claim their benefits started receiving redesigned Social Security statements in early May. The new statements are only two, rather [...]
Preparing for Potential Tax Law Changes By: Stacey Nickens The Biden Administration has proposed some changes to estate and tax law that could impact high-net-worth individuals. While these tax code proposals will likely be altered as they pass through Congress, wealthy individuals can still take steps this year to help mitigate tax impacts down the [...]
Changes to the 2021 Child Tax Credit By: Stacey Nickens Summer is just around the corner. Many of us may be preparing for pool days or vacations to the beach. Whether you plan to be drinking sweet tea or wine coolers, you may be interested to know that this summer won't just bring more [...]
Five Innovative Ideas for Investments By: Stacey Nickens Instead of going to restaurants, people have their food delivered through GrubHub, DoorDash, or UberEats. Many consumers pay for purchases using technologies such as Square or PayPal instead of using cash. Cryptocurrency is on the rise, and autonomous cars could be our future. With all of [...]
Tax Changes Made by the American Rescue Plan Act By: Stacey Nickens The American Rescue Plan Act was signed into law on March 11, providing for a third round of stimulus to some American families. Taxpayers and their dependents may each be eligible for up to $1,400 in stimulus payments. In addition to these [...]
How could the pandemic impact Social Security and Medicare benefits? By: Stacey Nickens Traditionally, my retired clients have relied on some combination of Social Security benefits, retirement savings, and pension plans. However, Social Security has been on wobbly legs for awhile. The 2020 Social Security report showed that funds for the retirement and disability programs [...]
Retirement Plan Notifications Now Digital By Default By: Stacey Nickens The Department of Labor issued a new rule that could impact how you receive information about your retirement plan. According to this new rule, a retirement plan provider can make digital information and notifications their default communication method. In other words, you may now have [...]
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