Make Sure Your Retirement Plan Beneficiaries Are Designated and Updated
March 11, 2024
All retirement plans, health savings accounts, education savings accounts, and bank accounts must have a designated beneficiary. Designated beneficiaries are the people who...
Retirement Plan Contribution Limits for 2024
February 26, 2024
All retirement plans, both employer-sponsored or owned by the individual, have annual contribution limits. In 2024, those contribution limits increase slightly over last...
The Corporate Transparency Act: What it is and Who it Affects
February 12, 2024
Are you aware of the Corporate Transparency Act? This was enacted in 2021 and became effective on January 1, 2024, under the aegis of FinCEN—the Financial Crimes...
What are Self-Directed Retirement Plan Administrators and Custodians? Both professional roles are involved in retirement plans in different ways.
January 22, 2024
Anyone with a self-directed IRA has important professionals working behind the scenes. These are the retirement plan administrator and the asset custodian. In this article,...