Managing Associate D.J. Barker, CWS®, Associate Peter Lynch, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss Medicare coverage for a stay-at-home spouse who may not have enough work credits to qualify for premium-free Medicare Part A.
The taxability of your Social Security benefits depends on several issues including filing status and income. Additionally, the amount that is withheld from your Social Security benefits to pay for your Medicare premiums is similarly determined.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan.
With nearly 100 provisions covering all types of retirement savings plans, the SECURE 2.0 Act actually had a few glitches. Congress has announced they will introduce legislation to correct “problematic language.”
While 401(k) plans and IRAs are intended to promote long-term retirement savings, sometimes the situation is dire enough to consider an early withdrawal. We look at new penalty-free exceptions created by the SECURE Act 2.0.
As a small-business owner, one of the best benefits you can provide employees is an employer-sponsored retirement plan. The SECURE 2.0 Act makes providing a retirement plan for your employees easier.
As a woman, if you find yourself facing a retirement shortfall, the best solution will depend on several factors, including the severity of your projected deficit, how long you have before retirement, and how long your retirement may last.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Client Relationship Manager—Retirement Services, Justin Wagner, AIF®, and Associate Peter Lynch discuss the situation of an investor who wants to borrow from his 401(k) for an emergency.
Retirement might seem worry-free, but there can be challenges when managing their income, and how taxes affect them, including how taxes affect to Social Security and Medicare and when to tap taxable and tax-advantaged accounts.
In this Planning Priorities episode, Scott Brown, CFS®, Senior Consultant, Retirement Services, explains how just 1% can make a difference in your retirement savings.
