New Year, New Simplified Savings

With a new year, comes new resolutions. For 2024, consider simplifying retirement accounts. Do you have savings in an IRA or in a former employer’s qualified retirement plan? If you … Continued

SECURE 2.0 Act

On December 29, 2022, President Biden signed the Consolidated Appropriations Act, 2023 into law. This legislation contains the SECURE 2.0 Act of 2022 (“Act”). The Act includes several provisions that … Continued