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mark61504
Feb 51 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
Jun 21, 20231 min
SECURE 2.0 Provisions for 2026
In 2026, what is old is suddenly new again as paper statements have a forced comeback under the SECURE Act 2.0. In addition, lower...
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mark61504
May 23, 20231 min
SECURE 2.0 Key Provisions 2024
The SECURE Act 2.0 is now the law of the land and it includes tons of provisions relating to retirement plans. In 2024, a number of...
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mark61504
May 2, 20231 min
SECURE Act 2.0 Key Provisions for 2023
The SECURE Act 2.0 is now the law of the land and it includes tons of provisions relating to retirement plans. The general focus was on...
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mark61504
Nov 22, 20222 min
Social Security, How to plan for the unknown?
Nobody wants to enter retirement unsure if they will be able to afford basic goods and services. With meaningful inflation for the first...
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mark61504
Nov 3, 20221 min
How can Buy Now, Pay Later Hurt Retirement?
Point of sale installment plans seem to be everywhere. Companies like Affirm, Apple, Afterpay, Zip, and Paypal are just a few of the...
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mark61504
Sep 22, 20221 min
SEC hits Schwab robo-adviser with $187 million dollar fine
Sometimes independence isn't all it is cracked up to be. As fees become a greater focal point of consumers, vendors have tried to lower...
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mark61504
Sep 8, 20221 min
Stop Saving or Double Down?
When bear markets hit, retirements savers discipline is frequently tested. It can be discouraging to see your account balance go down...
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mark61504
Aug 25, 20221 min
HSA limits going up
For the super saver's among us, hopefully you are fully taking advantage of your company retirement plan. 2022 limits of $20,500 and...
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mark61504
Aug 5, 20221 min
Wild Wild West.....of 403b's
Despite all of the talk about 401K plan fees over the last decade, their cousins, the 403b, still lack clarity in terms of their...
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mark61504
Jul 21, 20221 min
Aren't Stretch IRA's Dead?
Under the SECURE Act, the method of inheriting an IRA and then stretching it out over ones lifetime was greatly diminished. Imagine a...
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