Retirement Plan Investment Allocation
Most retirement plans provide many different investment options to choose from, but choosing the best option for you can be challenging.
work-life
Understanding how these expectancies work can help you determine if a damage claim is overstated or understated because of incorrect worklife or life expectancies.
emergency fund
Even if you avoided financial hardship in 2021, last year should have made clear the importance of having an emergency fund for you and your loved ones.
employee benefit plan compliance
Employee benefit plan (EBP) requirements are always changing, which can make it difficult for plan sponsors and administrators to stay up to date.
Retirement Plans
Congress has recently passed legislation signed into law that affects retirement plan contributions, distributions, and taxes for the tax year 2020 and beyond.
Financial Planning Strategies
60% of baby boomers cite health care expenses as their top concern in retirement.
Gifts to Employees
The Internal Revenue Service (IRS) has shared promoted the Coronavirus Aid, Relief, and Economic Security (CARES) Act as a containing favorable tax treatment for eligible individuals for withdrawals from retirement plans and IRAs for eligible individuals.
working remotely
Increasing your retirement plan contributions can be particularly advantageous if your itemized deductions will be smaller than in the past because of changes under the Tax Cuts and Jobs Act (TCJA).
Where to Retire
Choosing a state that has no personal income tax may appear to be the best option, but that might not be the case once you consider property taxes and sales taxes.

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