by Lauren | Jan 27, 2023 | Investing, Retirement Planning, Tax Planning
Ready for round 2? At the tail end of 2022 Congress passed legislation known as the SECURE Act 2.0 which was signed into law by President Joe Biden on December 29th, 2022. There are a number of important retirement planning changes included in this legislation. ... 
by Alexis Grason | Dec 12, 2022 | Retirement Planning, Tax Planning
Written by Alexis Grason, CFP®, RICP® Leaves changing color and falling from trees, stores putting out holiday decorations, and the IRS releasing their annual updated numbers for 2023… It’s that time of year when the IRS releases adjustments to limits for the next... by Lauren | Jun 24, 2022 | 401k, Business Executives, Business Owners, Retirement Planning
With a business to run you may not be paying much attention to retirement plan legislation. Congress is working towards the passage of what has been dubbed the SECURE Act 2.0 and it is packed with potential changes business owners need to know about. Don’t... by Lauren | Jun 24, 2022 | Business Executives, Investing, Retirement Planning, Working Women
Who’s ready for round 2? With the passage of the SECURE Act in 2019 we saw many changes to retirement savings plans. Now, Congress is considering further changes to promote retirement security for Americans. The SECURE Act 2.0 passed the U.S. House of... by Lauren | Feb 14, 2022 | Business Executives, Business Owners, Estate Planning, Planning Process, Retirement Planning
Bill is a part-owner and practitioner at a local medical practice, which he and his partner have been running for over 10 years. Bill’s partner has recently become fully disabled and is no longer able to participate in the practice. Although he would like to sell his... by Lauren | Nov 22, 2021 | Business Executives, Business Owners, Retirement Planning, Tax Planning, Working Women
As an executive at a closely held or private business, you know just how profitable and valuable a private business can be. You may want to join the ownership ranks of that business but have met resistance in becoming a formal shareholder or the firm may simply be too...