The SECURE 2.0 Act of 2022 introduced a significant update for individuals aged 60 to 63 who want to boost their retirement savings. This new provision allows higher catch-up contributions for eligible participants, providing an opportunity to maximize savings in the crucial years leading up to retirement.
Key Highlights of the Enhanced Catch-Up Contribution
February 26, 2025 | Retirement Planning
The SECURE 2.0 Act of 2022 introduced a significant update for individuals aged 60 to 63 who want to boost their retirement savings. This new ...
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February 24, 2025 | Financial Planning
Recent developments in tariff policies have made waves in global markets, leading to significant economic uncertainty. As highlighted in Jason Blackwell, CFA’s article, tariffs are ...
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February 20, 2025 | CTA Compliance Service
The Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) reporting requirements are once again enforceable following a recent court ruling. Here’s what business ...
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February 19, 2025 | Tax Planning
On February 13, 2025, U.S. Senators Kevin Cramer (R-ND) and John Thune (R-SD) introduced the Death Tax Repeal Act, a bill aimed at permanently eliminating ...
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February 17, 2025 | Estate planning
When people hear the word “trust,” they often assume it’s a tool reserved for the ultra-wealthy to pass down millions of dollars to future generations. However, trusts are not just for the wealthy. In fact, they can ...
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February 12, 2025 | Financial Planning
As 2025 begins, clients and advisors should be proactively planning to optimize their wealth strategies. With potential tax changes, the sunsetting of certain exemptions, and evolving regulations, staying ahead ...
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February 10, 2025 | Estate planning
When it comes to estate planning, many high-net-worth individuals hesitate to transfer assets out of their control. A common misconception is that once assets are ...
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February 5, 2025 | Financial Planning
Investing is one of the most effective ways to grow your wealth over time. While it comes with risks, a well-planned strategy can help you ...
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February 3, 2025 | Tax Planning
Tax Preparation Tips Organizing your documents ahead of tax season can save time and ensure you don’t miss out on potential deductions. Be sure to ...
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