A Refresher on the SECURE Act 2.0 and a Recent Update to It

The SECURE Act 2.0 was a major change in legislation passed in 2022 that drastically affected many areas of retirement planning.[1] It changed rules for many aspects of financial planning concerning retirement, but some of the most important changes were that it: Pushed back the age of RMDs[1] Changed some rules for catch-up contributions[1] Changed ...

2023-10-16T20:59:30+00:00October 16th, 2023|Blog, Government, Retirement Planning|

Debt Ceiling Explained: What You Need to Know

Basics of the Debt Ceiling The national debt ceiling pertains to the maximum amount of funds the US Government can borrow to cover its expenditures. These expenses include various items such as military salaries and purchases, tax refunds, Social Security and Medicare benefits, and interest payments on any outstanding debt. The country currently operates with ...

2023-07-03T15:54:31+00:00July 3rd, 2023|Blog, Government|
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