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New Required Minimum Distribution Rules for 2022

New Required Minimum Distribution Rules for 2022

by Service2Client | May 1, 2022 | Blog, Financial Planning

Starting in 2020, new legislation increased the age to begin Required Minimum Distributions (RMDs) from 70½ to 72. More recently, the IRS updated the Uniform Life Table for alignment with longer life expectancies. Note that it takes years for actuaries to work up new...
Give a College Savings 529 Plan For Graduation

Give a College Savings 529 Plan For Graduation

by Service2Client | Apr 1, 2022 | Blog, Financial Planning

If you really want to make impact in your new grad’s life, make an investment in his or her future with a 529 College Savings account. There are two versions: an investment account and a prepaid account. Assuming you are opening an account now and don’t have time for...
How To Maximize the Potential of Your 401(k) Plan

How To Maximize the Potential of Your 401(k) Plan

by Service2Client | Mar 1, 2022 | Blog, Financial Planning

One of the easiest ways to save for retirement is to participate in an employer-sponsored retirement plan. You simply select a percentage of your paycheck that you would like transferred to your 401(k) (or similar) account. Not only does your employer make the...
Create a Healthcare Plan for Retirement

Create a Healthcare Plan for Retirement

by Service2Client | Feb 1, 2022 | Blog, Financial Planning

If you pay $250 a month for cable and premium channels, that’s $3,000 a year. Over a 30-year period, the total cost would be $90,000. We don’t tend to think about how much we pay in regular expenses over the long term. However, that’s how various industry analysts...
Long-Term Investment Opportunities Presented by the Infrastructure Bill

Long-Term Investment Opportunities Presented by the Infrastructure Bill

by Service2Client | Jan 1, 2022 | Blog, Financial Planning

In November, President Biden signed legislative funding that represents the largest transportation spending package in U.S. history. The $1.2 trillion Infrastructure Investment and Jobs Act authorized funding for roads, highways, bridges, public transit systems,...
Venture Capitalism and ‘Unicorns’

Venture Capitalism and ‘Unicorns’

by Service2Client | Dec 1, 2021 | Blog, Financial Planning

Venture capitalism comes from an investor who offers money to start-up companies in exchange for an equity stake – much like you see on the ABC television show, Shark Tank. As a general rule, a venture capitalist (VC) invests after the new venture is up and running...
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Recent Posts

  • Secure 2.0 Retirement Bill
  • Combating Employee Hesitancy to Return to the Office
  • How Will the Federal Reserve React to Increasing Inflation?
  • New Required Minimum Distribution Rules for 2022
  • How to Save When You’re Broke

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