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SECURE Act 2.0: An Overview

J. D. Birks (a.k.a. Google)

Friday, February 10, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Healthcare can be one of the priciest yet essential parts of retirement. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example. In 2019, 55% of those with HSAs that did...

The economic impact of COVID-19 has been felt from coast to coast. And, unfortunately for many pre-retirees, it could potentially impact Social Security benefits as well. A new report indicates that if Congress doesn’t take...

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...