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Retirement Planning

Retirement Planning

Retirement Planning in 2025 – How the SECURE 2.0 May Benefit Your Retirement Strategy

Retirement rules continue to evolve, and 2025 brings several important updates that could affect how much you save, when you access your funds, and how you manage taxes in retirement. Recent changes under the SECURE 2.0 Act have increased contribution limits, introduced new catch-up opportunities for older savers, and pushed back the age for required minimum distributions (RMDs).

Retirement Planning

Clay Reynolds

Oct 82 min read

New Features Available in 2024 for 529’s and Roth IRA Rollovers

New Features Available in 2024 for 529’s and Roth IRA Rollovers

New Features Available in 2024 for 529’s and Roth IRA Rollovers

The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

Retirement Planning

Andrew Young

Feb 26, 20242 min read

529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

Investing in a 529 There were many changes to investing laws in the omnibus spending bill passed on December 29, 2022, that included the...

Andrew Young

Jan 19, 20232 min read

HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS

HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS

HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS

The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...

Financial Coaching

Ryan Hoovler

Dec 29, 20223 min read

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