July 16th, 2019

What the SECURE Act Could Mean for Retirement Plans

If passed, it would change some long-established retirement account rules.  If you follow the news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives. This legislation could make Individual … Continue reading “What the SECURE Act Could Mean for Retirement Plans”

January 7th, 2019

Why Now Could Be a Good Time for a Roth IRA Conversion

Roth IRAs are one of the best gifts that Congress has ever given Americans when it comes to saving money for retirement. Contributions grow tax deferred like with traditional IRAs, but withdrawals are usually tax-free if they’re made after you turn 59½ years old. Also, there are no Required Minimum Distributions (RMDs) with Roth IRAs … Continue reading “Why Now Could Be a Good Time for a Roth IRA Conversion”

March 21st, 2017

Tips for Rollovers and Withdrawals from Employer Retirement Plans and IRAs

Have you recently changed jobs or retired?  Not sure what to do with your retirement savings plan?  If so, we suggest completing either a direct transfer to your new job’s retirement plan or requesting an IRA rollover – a common and useful financial move – so you don’t leave your money behind. Rollovers between workplace … Continue reading “Tips for Rollovers and Withdrawals from Employer Retirement Plans and IRAs”