Consumer News

May 5 2023

Can a SEP IRA or Solo 401(k) Get Me More Retirement Money?

When you're self-employed, you're in charge of choosing and funding your own retirement plan. In place of an employer-provided retirement plan like a 401(k), you may consider making contributions to a SEP IRA or solo 401(k) plan. But which ...
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young investor, roth IRA

Apr 7 2023

3 Reasons Young Investors Choose the Roth IRA

More young people are beginning to plan for retirement than ever before, starting as early as 18-25 years of age. This allows a much longer time period to prepare and weigh the options versus starting ...
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Mar 10 2023

Tips to Maximize Your Savings Near Retirement

The years preceding and following the moment you retire can dictate not only the quality of your golden years but also the likelihood you'll have enough to last throughout retirement. "As you approach retirement, each ...
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Feb 10 2023

Tax and Retirement Consequences of Biden’s 2023 Budget Proposal

As part of the Biden administration's fiscal year 2023 budget proposal, aka the Green Book, for the Treasury Department, Janet Yellen testified before the Senate Finance Committee and the House Ways and Means Committee in early June ...
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retirement planning tips, retirement planning, retirement plan, retirement

Jan 6 2023

Basic Retirement Planning Tips for Future Peace of Mind

Everyone wants to know that the money they have worked so hard for will be adequate, safe, and ready to access at retirement. By addressing the top retirement concerns, anyone can take the right steps ...
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real estate IRA, real estate investing

Dec 2 2022

The Basics of Real Estate IRA Investing

There are many different ways to invest through an IRA. While most people invest through stocks, bonds, and mutual funds, self-directed IRAs open up a world of possibilities. If you’re looking to try something different ...
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retirement planning, self-directed IRA

Nov 4 2022

Why You Need a Self-Directed IRA for Your Retirement Plan

Did you know that 78% of Americans are concerned about not having enough money for retirement? We all think about our future and how it will feel to finally be able to retire and focus ...
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Oct 7 2022

IRS Provides RMD Relief for 2021 and 2022, as Requested by RITA

We have good news for our industry! RITA's Washington, DC legal team has been successful in appealing to the IRS to extend the RMD regulation deadlines. One of the issues that RITA identified in its ...
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Sep 27 2022

IRS Provides Addition Extension of Amendment Deadlines

As discussed below, in August, through Notice 2022-33, the Internal Revenue Service (IRS) announced extended plan and IRA amendment deadlines for: (1) The SECURE Act; (2) Section 104 of the Miners Act (lowering the in-service ...
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myths about retirement, retirement

Sep 9 2022

Common Myths About Retirement Planning: Busted

Everyone has their idea of the perfect retirement. Whether you’re settling down in your dream home or traveling the world with your spouse or best friend, it will take some serious planning. The last thing ...
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