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February, 2020

The SECURE Act

What is it and how could it affect your retirement? By: Josh Koehnen, MsBA, CFP® The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed into law in December of 2019. This bill was created to address the nation’s retirement problem by helping more Americans ...

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Filed Under: Blog, Commentary Tagged With: 529 Plan, IRA, retirement, retirement law, Retirement plans, RMDs, SECURE Act, small business, Traditional IRA

October, 2019

A Retirement Fact Sheet

Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.  Up to 85% of a retiree’s Social Security income can be taxed. When they discover this, ...

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Filed Under: Commentary Tagged With: 401(k), debt, financial advisor, financial planning, independents, IRA, lifestyle, retirement, Retirement plans, Roth IRA, social security

December, 2015

2016 Retirement Plan Contribution Limits

Tame yearly inflation means very little change. Over the past 12 months, consumer prices have increased very little. The latest Consumer Price Index (September) shows 0.0% yearly inflation and only 1.9% core yearly inflation. That means no cost-of-living adjustment for Social Security, and very ...

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Filed Under: Commentary Tagged With: 401(k), IRA, retirement, Retirement plans

March, 2015

A Roth IRA’s Many Benefits

When my clients start entering retirement and the distribution stage of life, it can be helpful when they have some tax flexibility within their retirement nest egg. Meaning that they have monies saved in both a pre-tax traditional IRA and an after-tax Roth IRA. This allows us to plan withdrawals ...

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Filed Under: Commentary Tagged With: IRA, Roth IRA

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