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Asset Location

Successful investors are always looking for opportunities to improve their investment performance, reduce taxes, and increase their net worth. Asset allocation

STUDENT LOAN DEBT RELIEF UNDER THE CARES ACT

Anyone paying on federally held student loans is getting a reprieve on this debt, thanks to a provision in the Coronavirus Aid, Relief, and Economic Security

IRS EXTENDS DEADLINES FOR SELECT RETIREMENT PLANS

With all the attention focused on the stimulus bill, paid leave, and sick leave by Congress, it’s easy to overlook the IRS’s role in assisting

The Cares Act and Its Effect on Retirement Plans

The Coronavirus, Aid, Relief, and Economic Security (CARES) Act includes several provisions pertaining to qualified retirement plans and individual retirement

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The Impact of COVID-19 on Your 401(k)

For most people, the largest asset they own is their qualified retirement plan. For some, this account may be in the “accumulation” phase for

Behavioral Investing Challenges

Human emotion has been shown to be the Achilles Heel of most investors as Charles Munger, long-time partner of Warren Buffet, once said, “A lot of

SECURE Act - Part-Time Employee Participation

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes a provision that would require 401(k) plans to cover certain

SECURE Act: Pension Funding Relief for Community Newspaper Plans

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes a provision that provides welcome relief to sponsors of pension

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SECURE Act: Qualified Employer Plans Prohibited from Making Loans Through Credit Cards and Similar Arrangements

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes a provision that prohibits the distribution of plan loans through

SECURE Act – Special Disaster-Related Rules for Use of Retirement Funds

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes special disaster-related rules for the use of retirement funds.

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