by Robert Bartley | Jun 30, 2021 | Investing, Retirement
Required Minimum Distributions, or RMDs, affect IRAs in different ways that every retirement account holder should understand. There are different types of IRAs, each of which has qualities that can be combined to benefit retirement savers. One critical difference...
by Robert Bartley | Mar 24, 2021 | Retirement
Government deficits don’t matter, right?!? Wrong. So it’s concerning to see our government digging an even bigger hole of national debt during the pandemic. I heard a satirist after the last round of $600 stimulus checks note, “Americans are a funny bunch, they get...
by Robert Bartley | Nov 3, 2020 | Financial Planning, Retirement
Signed into law late last year, the SECURE Act aims to incentivize small businesses to offer tax-advantaged retirement plans and workers to sign up for them. An acronym for ‘Setting Every Community Up for Retirement Enhancement’, the SECURE Act not only makes it...
by Robert Bartley | Oct 19, 2020 | Financial Planning, Retirement
While there are many advantages to offering a small business retirement plan, only about 45 percent of companies with fewer than 50 employees offer an employer-sponsored retirement plan. That is in contrast to businesses that employ 100 or more workers, in which 90...
by Robert Bartley | Oct 5, 2020 | Financial Planning, Retirement
First, I want to be clear that these small business retirement plans are available to all types of business structures, whether you have a sole-proprietorship, S or C Corporation, LLC taxed as a corporation or partnership, or a partnership. However, just because these...
by Joanne Tackes | Jan 9, 2020 | Financial Planning, Joanne Tackes, Retirement
Did you know the SECURE Act affects WHEN you’re required to start receiving retirement funds? The end of 2019 saw passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act which, among other things, brings some key changes to Individual...
