Are You a Successor Beneficiary? Crossing the Line Between Old and New RMD Rules
If you inherited an IRA within the last few years, there are new beneficiary rules that you need to be aware of, thanks to SECURE Acts 1.0 and 2.0.
You Can Contribute to an IRA and a Company 401(k)
You can contribute to a 401(k) and an IRA in the same year, and contribution limits are not reduced to an IRA based on 401(k) participation.
FINRA Warns About Generative AI
People’s investments can be threatened by bad actors using Gen AI to improperly access investment accounts or fraudulently open up new accounts.
IRS Offers Assistance for Doing Taxes
The IRS offers Free File Guided Tax Software, tax assistance for lower- and middle-income individuals, and help for those who are 60 years old or older.
Did You LOSE a 401(k)? New Resource Will Help You Find It
The Retirement Savings Lost & Found Database is now available for use. It provides a new pathway for finding retirement money that might have been “lost” during your working career.
It’s That Time of Year Again: Resolutions
Can achievable New Year’s resolutions work with financial matters? Could they help allay financial stress, anxiety or insecurity?