We have covered in The Slott Report the new SECURE 2.0 provision that allows unused 529 plan funds to be...
By now, you probably know that several SECURE 2.0 provisions about 401(k) (and other company savings plans) became effective this...
Ever since the SECURE Act created a 10-year payout rule for most IRA beneficiaries, that topic has garnered the bulk...
We’re getting lots of questions about the SECURE 2.0 change that allows annuitized IRA annuities to be aggregated with non-annuity...
The mailman delivered my son’s 2023 W-2 the other day. I was curious about what he earned last year as...
Just over a year ago (December 2022), the SECURE 2.0 Act was signed into law. That legislation contained an extensively...
On December 20, 2023, the IRS issued Notice 2024-02, which includes guidance on 12 provisions of the SECURE 2.0 legislation....
In 2024, more Americans than ever before will reach age 65. By this summer, 12,000 baby boomers will celebrate their...
We hear it all the time. “If your income is too high for a direct Roth IRA contribution, just do...
When the bell dropped in Times Square last Sunday night, a bunch of new provisions from the SECURE 2.0 legislation...
On December 20, the IRS gave us the holiday gift of some guidance on a few provisions from the SECURE...
Thinking of opening up a new solo 401k plan for 2023? Thanks to SECURE 2.0, you don’t have to rush...
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