Potential Winners of the SECURE Act (other than the American people)

May 30, 2019 — Last week, the House passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. It was a clear win for the American People, many of whom are in desperate need of ways to enhance their dreary retirement savings prospects.

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Retirement

Feeling Insecure About the SECURE Act?

After the SECURE Act passed quickly through the House of Representatives on May 23 with near-unanimous support, it has unfortunately stalled in the Senate. 

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Retirement

Cash Balance Case Study — A Small Business

The following retirement plan illustration includes adding a Cash Balance Plan to a 401(k) profit-sharing plan. . . .

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Retirement

5 Reasons to Add Cash Balance Plans to Your Toolkit

Cash Balance Plans are a type of tax qualified retirement plan that allow business owners to make large tax deductible contributions . . .

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