5 Highlights of the New Stimulus Package
What the latest round of funding may mean for you. Provided by Premier Wealth Advisors After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers ...
Navigating Your Required Minimum Distribution
Understand the IRS’s calculations and tables. Provided by Premier Wealth Advisors As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.1 Under the SECURE Act, once you reach ...
What Do I Do With All of This Money?
Just because it’s a nice problem, doesn’t mean it’s not still a problem. Provided by Premier Wealth Advisors Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you millions of dollars in ...
2021 Limits for IRAs, 401(k)s and More
Numbers to know for the new year. Provided by Premier Wealth Advisors On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to ...
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2020. Provided by Premier Wealth Advisors What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? ...