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Posts Tagged ‘Secure Act’

SECURE Act 2.0: Final Regulations

By Brian Ellenbecker | August 5, 2024
Secure Act Checks and Balances

SECURE Act 2.0: Final Regulations Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® On July 18, 2024, the IRS issued the final regulations for the SECURE Act, ending a four-year…

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Key Provisions in the SECURE Act 2.0 (2022)

By Brian Ellenbecker | January 2, 2023
Balance Weight

Key Provisions in the SECURE Act 2.0 (2022) Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® After more than a year of anticipation, Congress passed the SECURE Act 2.0 of…

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How to Handle ‘Leftover’ 529 Balances

By Ryan Rink | September 28, 2021
How To Handle 'Leftover' 529 Balances

By Ryan Rink CFP®, ChFC®, CLTC®   How to Handle ‘Leftover’ 529 Balances 529 plans are one of the best savings vehicles for college.  However, deciding on the right amount to…

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Make Timely Tax Payments to Avoid Penalties

By Shakespeare | March 17, 2020
BLOG Tax Payment Planning To Avoid Penalties 3.17.2020

Tax Payment Planning – Making Timely Payments Will Avoid Penalties As we move towards the next tax filing season, it’s important to consider what your plan will be for ensuring…

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Market Update + Interest Rates + Mortgage Rates + Corona Virus

By Kevin Reardon | March 9, 2020
BLOG Market Update Corona Virus 3.09.2020

The stock market is down more than 5% this morning and more than 15% in the last 30 days. Let’s review a few important items. Market Update: From our experience,…

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