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401(k)

October 30, 2023 By Van Richards, ChFC Leave a Comment

Tax Credits from Secure 2.0 Act Boost Small Company Retirement Plans

Tax Credits from Secure 2.0 Act Boost Small Company Retirement Plans

Tax credits can be a strong hand-up for small businesses. They're the backbone of our economy, working hard, driving innovation, and providing jobs. But when it comes to setting up retirement plans, they're hitting a wall of costs and red tape. But there's good news! There … [Read more...] about Tax Credits from Secure 2.0 Act Boost Small Company Retirement Plans

Filed Under: 401(k), Business Planning, Retirement Planning Tagged With: 401k, retirement planning, tax credits

October 14, 2023 By Van Richards, ChFC Leave a Comment

401(k) Losses and Retirement Savings: What to Do Now

401(k) Losses and Retirement Savings: What to Do Now

As we navigate the financial landscape, retirement savings have become a critical concern for many Americans. The recent market volatility has left investors questioning the stability of their 401(k) accounts. Will they be able to retire comfortably? While younger investors have … [Read more...] about 401(k) Losses and Retirement Savings: What to Do Now

Filed Under: 401(k), Retirement Planning, Stock Market Tagged With: 401k, retirement planning, stock market

October 13, 2023 By Van Richards, ChFC Leave a Comment

CITs for 401(k)s: A Guide to Pros and Cons.

CITs for 401(k)s

Why a CIT? CITs for 401(k)s have become popular because (sometimes) they offer several advantages over other investment vehicles, such as lower fees, transparency, tax efficiency, and flexibility. The word 'sometimes' is used because a CIT is not always the best solution for a … [Read more...] about CITs for 401(k)s: A Guide to Pros and Cons.

Filed Under: 401(k), Retirement Planning Tagged With: 401k, financial education, investing, retirement planning

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