Most Recent Personal Finance 101 Articles
Stock & Bond Returns During Election Years
The SECURE 2.0 Act, which was passed in December 2022, made a significant change to the IRS catch-up contribution rules. The catch-up contribution allows those aged 50 and above to contribute an additional $7,500 to an employer-sponsored pre-tax retirement plan.
The Roth-Only Catch-Up Contribution Rule Will Get Time to Catch Up
The SECURE 2.0 Act, which was passed in December 2022, made a significant change to the IRS catch-up contribution rules. The catch-up contribution allows those aged 50 and above to contribute an additional $7,500 to an employer-sponsored pre-tax retirement plan.
Secure 2.0 Act
Late last year, Congress enacted a new slate of legislature entitled, somewhat unimaginatively, the SECURE 2.0 Act. The intent of this new Act is to increase retirement savings by increasing the various ways to save across the ages.
2022 Contribution Limits & Tax Reference
Click here to view and download our 2022 Contribution Limits & Tax Reference Guide
Should You Be Worried About Inflation? Probably Not.
Inflation seems to be on everyone’s mind. The Labor Department’s inflation report showed that inflation rose 4.2% year over year [...]
2021 Contribution Limits & Tax Reference
Click the link below to download 2021 Contribution Limits & Tax Reference
