623-889-3403 | Phoenix, AZ

SECURE ACT REGULATIONS ARE HERE

By Sarah Brenner, JD Director of Retirement Education On February 23, 2022, the IRS released the long-awaited proposed SECURE Act regulations. The new regulations clock in at 275 pages and offer guidance on many SECURE Act rules. They also include a few surprises....

ACT NOW TO CLEAN UP 2021 EXCESS 401(K) DEFERRALS

By Ian Berger, JD IRA Analyst The amount of annual pre-tax deferrals and Roth contributions you can make to a 401(k) plan is limited by the tax code. If you exceeded that limit in 2021, time is of the essence to correct the error. If you don’t act quickly, the tax...