27
Dec
The Secure Act 2.0 overhauls, pioneers, and expands upon many new rules for retirement savers. But what are key provisions that new retirees should be aware of? The full text of the Omnibus bill text is here. What are the important retirement provisions? Section 107: Increases to RMD ages for some retirees Effective immediately, certain […]
14
Jun
Guaranteed income offers all kinds of benefits to a financial plan but also comes with tradeoffs, namely growth, and cost. Finding the “sweet spot” for a guarantee in a financial plan is tricky and not always readily apparent. Furthermore, differences in opinion within a family unit can cause disagreement about the “perfect” design. When referring […]