Category: Wealth From Wisdom
Blog
6 Planning Opportunities for 401(k)s in Light of the SECURE Act
By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.
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SECURE Act Can Negatively Affect Estate Plans
Most people know by now that the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act – gotta love government acronyms – has some major changes to IRA rules. One, moving the Required Minimum Distribution (“RMD”) age to 72 from 70 ½, is helpful.
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Financial Planning Questions Small Business Owners Should Ask Themselves
Foundational decisions you make can save you – or cost you – thousands over time, no matter how many widgets you sell or clients you sign up. There are deep structure questions here that will be the difference between long-term growth or flash-in-the-pan success.
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