Next Step to Amending Retirement Legislation: SECURE 3.0 May Come in 2025
February 3, 2025
With a new year and new administration comes new legislation, including SECURE 3.0, which is centered on improving retirement plan flexibility and retirement security for...
Retirement Plan Contribution Limits for 2022 are Announced
December 2, 2021
The IRS has issued its 2022 contribution limits for IRAs and qualified retirement plans. The IRS notice also includes limits on elective salary deferrals for 401(k) and...
Has Your Work Situation Changed? You Can Roll Your 401(k) Funds into a Self-Directed IRA
August 27, 2020
Do you have a retirement plan that is still with an employer where you are no longer working? If you have recently lost a job due to COVID-19, or are in job transition, make...
The SECURE Act and Self-Directed Retirement Plans
February 3, 2020
The SECURE Act, signed into law on December 20, 2019, is comprehensive legislation written to expand retirement savings, simplify existing rules, preserve retirement income,...
