What SECURE Act 2.0 Means for Your Retirement
Karlie Johnson, CPA: January 10, 2023
January 10, 2023 - On December 29, 2022, President Joe Biden approved and signed a $1.7 trillion...
Retirement
Karlie Johnson, CPA: January 10, 2023
SECURE Act: Summary of Key Provisions In The New Legislation
Christine Bentson, CPA, RPA, CEBS: January 14, 2020
January 14, 2020 - The SECURE Act (Setting Each Community Up for Retirement) recently passed, and...
Retirement on the Horizon? Tips for Retirement Catch-Up Saving After 50
Christine Bentson, CPA, RPA, CEBS: February 6, 2019
February 6, 2019 — Why should you know about catch-up retirement accounts? They can be a good...
401ks, Recent Tax Law Changes, and Hardship Distributions
Christine Bentson, CPA, RPA, CEBS: February 28, 2018
February 28, 2018 — Among other provisions, the Act made changes to the hardship distribution...
Does Your Organization Need a Retirement Plan Audit?
Karlie Johnson, CPA: August 10, 2017
August 10, 2017 — Does your company have a retirement plan, such as a 401(k) or ESOP, and cover 100...