Consumer News

Mar 20 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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Mar 13 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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Oct 10 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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retirement planning, frequently asked questions

Jun 2 2022

10 Frequently Asked Questions About Retirement Planning

No matter where you’re at in your retirement planning (whether you’re just getting started or reevaluating a current strategy), it’s natural to have questions. You want to be sure that you have a basic understanding ...
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fraud prevention

May 6 2022

7 Fraud Prevention Tips for Retirement Investing

Consumers reported losing more than $5.8 billion to fraud in 2021, a 70% increase over the prior year. Almost 2.8 million people filed a fraud complaint – an annual record. Investors need to be more ...
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Apr 7 2022

8 Things to Look Forward to in Retirement

It’s no secret that many people want to break free from their rigid 8-5 schedule. Retirement is something that people look forward to for years, but the stress of planning can cloud all of the ...
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retirement stats

Mar 7 2022

2022 Retirement Stats You Should Know

In recent years, some people have struggled to make ends meet after their careers. Other individuals feel shackled by mortgage debts they need to consider on top of their day-to-day expenses. The struggles of retirees ...
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retiree jobs

Feb 3 2022

8 Part-Time Jobs For Retirees

Being in retirement doesn’t mean that you have to stop working altogether. If having a job brings you the satisfaction of making money, getting out of the house, or trying new things, getting a part-time ...
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retirement changes

Jan 5 2022

Changes In The Retirement Industry in 2022

The economy is in rapid recovery from the pandemic, which caused a downward spiral in economic output for 2020 and 2021. The pandemic also increased inflation rates to heights our nation has not seen in ...
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