The amendment deadline for IRAs, SEP arrangements, and SIMPLE IRA plans is now December 31, 2027, reflecting the scope of the ...

The IRS extended the deadline for SECURE 2.0 related amendments to IRAs, SEPs, and SIMPLE IRAs to Dec. 31, 2027, saying that additional time is needed to complete model language.

Retirement planning is a crucial process that requires a keen understanding of various laws and fiscal opportunities. For federal employees, there are critical milestones that, when leveraged, can ...

The open enrollment season for employee benefits is underway at many companies, and employees may be seeing changes this year thanks to the SECURE 2.0 Act. Processing Content The SECURE 2.0 Act, which ...

The SECURE 2.0 Act of 2022 (“SECURE Act 2.0”) makes many changes impacting retirement plans. Among the most significant are changes affecting “catch-up” contributions. The IRS recently finalized ...

The opportunity to participate in a "super catch-up" only applies to those aged 60, 61, 62, and 63 by the end of the year. Full participation in the super catch-up period could lead to an additional ...

The SECURE Act upended inherited IRA planning and now, the clock is ticking. As we enter the critical second half of the 10-year distribution window for many post-2019 beneficiaries, financial ...

The SECURE Act significantly changed how retirement assets are distributed to beneficiaries, replacing lifetime payouts with a 10-year distribution rule for most non-spouse heirs. In our alert, we ...