by Joanne Tackes | Dec 20, 2024 | Financial Planning, Joanne Tackes, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2025 retirement account savings. How different will your retirement contributions look in 2025? Let’s take a look… IRA Contribution Limits remain the same for 2025. If you...
by Joanne Tackes | Dec 5, 2024 | Financial Planning, Joanne Tackes, Retirement
Passed by Congress on December 23, 2022, The SECURE 2.0 Act of 2022 is an important piece of legislation aimed at expanding retirement plan coverage for the American workforce and at increasing retirement savings. It follows the SECURE Act which was enacted in 2019...
by Joanne Tackes | Oct 2, 2024 | Estate Planning, Financial Planning, Joanne Tackes
If you are like many diligent property owners, you have worked with an attorney to create a plan for transferring assets after your death. This often involves the formation of a revocable living trust which allows you to retain ownership and control of your assets...
by Joanne Tackes | Jun 28, 2024 | College Planning, Financial Planning, Joanne Tackes
Created in 1996, Section 529 plans – named after section 529 of the Internal Revenue Code – have become one of the most popular ways to save for education expenses. These plans offer numerous tax advantages. Most notably, earnings in a participant’s account grow...
by Joanne Tackes | May 17, 2024 | Joanne Tackes, Living Life
What do you do when your daughter’s boyfriend asks for your blessing and invites you to be a surprise guest at her proposal? Not sure about you, but I packed my bags, grabbed my sun hat and headed off to Disney World! What Katie thought was a photoshoot with TJ and...
