Category: Retirement Planning

Retirement Legislation Passes House

2 Minute Read In a 417 to 3 vote, the “Setting Every Community Up for Retirement Enhancement” or SECURE Act has passed the House, and is heading to the Senate for vote.  Here is a brief rundown of the bill’s major provisions along with… Continue Reading “Retirement Legislation Passes House”

New Retirement Plan/IRA Legislation

  Weekly Update – New Retirement Plan/IRA Legislation Earlier this week, the Ways and Means house committee passed the SECURE Act.  This provisions of the bill would be the most signficant to retirement plans since the Pension Protection Act of 2006. The Senate is… Continue Reading “New Retirement Plan/IRA Legislation”

IRA Contributions

Weekly Update – IRA Contributions It’s not too late to make a contribution to an Individual Retirement Account (IRA) for the 2018 tax year as the deadline is April 15th, 2019.  An individual can contribute up to $5,500 if under the age of 50, and $6,500… Continue Reading “IRA Contributions”

Retirement Planning for 2019

As we wrap up 2018 and our year end planning, it is now time to look towards some retirement planning items for 2019.  Below, are several proactive steps that you can take to prepare and update your retirement plan for 2019.

Retirement Planning Part 4: Social Security

One of the most important decisions that a retiree will make is when to elect to take social security benefits.  The decision is irrevocable so adequate research and planning into your options, and how the program works can greatly help make an election that… Continue Reading “Retirement Planning Part 4: Social Security”