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mark61504
- Mar 7
- 1 min
Inherited IRA Headaches, when to take the RMD?
Were you fortunate enough to inherit someone's IRA? If so, there are a lot of questions to ask prior to figuring out the best path...
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mark61504
- Feb 22
- 1 min
90% of Americans will file too early for Social Security
Americans can file for Social Security from age 62 to age 70. The normal retirement age for Social Security depends on when you were...
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mark61504
- Feb 5
- 1 min
Sponsor Trends Past & Present
According to one major recordkeeper survey of their clients, they found the following trends as the leading changes ending in 2022 (in...
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mark61504
- Dec 6, 2023
- 1 min
Offering a Simple-IRA & Debating a 401K? SECURE 2.0 Changes the Calculation
When companies are starting out, frequently any retirement plan will do. The smaller the company, the more likely they are to pursue the...
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mark61504
- Nov 21, 2023
- 1 min
Thinking of Offering a Plan, SECURE 2.0 is Here to Help
For many employers, offering a 401K plan is often viewed as a luxury of larger companies. The perceived complexity can be enough to...
11 views0 comments
mark61504
- Nov 6, 2023
- 1 min
Plan Design Ideas for 2024
While everyone is already tired of talking about SECURE Act 2.0, what about some of those tax credits that you could get from the...
6 views0 comments