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TOPICS / PERSONAL FINANCIAL PLANNING

Key tax and retirement provisions in the Secure 2.0 Act

The year-end appropriations act included the Secure 2.0 Act, which makes many changes to the retirement plan rules, including expanding automatic enrollment and increasing the starting age for required minimum distributions.

When is a Roth conversion beneficial?

When deciding whether to convert a traditional IRA to a Roth, several factors should be considered, including some that might not be immediately obvious.

The pros and cons of delaying Social Security

Make sure your decision about when to claim Social Security benefits is an informed one that takes into consideration your expected longevity along with various financial and other factors.

Roth IRAs: Are they right for your client?

The choice between a Roth IRA and a traditional IRA in saving for retirement depends on the person’s age, tax bracket, expected future earnings and other factors.

Inflation-adjusted income ranges for 2021 IRA and 401(k) plans

The IRS announced that the income ranges for employee participation in workplace 401(k) plans and IRA contributions will increase from 2020 to 2021. Most of the other retirement plan contribution limits stayed the same, however.

FROM THIS MONTH'S ISSUE

How to set up a simple automation in Zapier

When automating apps within the same tech ecosystem, that system’s automation options are highly effective. Tools like Zapier, though, allow automation across ecosystems. Learn how in this Tech Q&A article.