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May 16, 2023
On December 29, 2022, President Biden signed into law the Secure 2.0 Act of 2022 as part of the Consolidated Appropriations Act of 2023 (collectively, the "Act"). The Act contains numerous changes to laws governing...
April 17, 2023
But dynamic strategies entail trade-offsโnamely, more volatile cash flows and lower ending balances.
April 14, 2023
Proactive ways to lighten the tax load include deferring or accelerating income, tax-loss harvesting and bunching several expenses into one year.
March 29, 2023
Tax season is the perfect time to plan for your future. Here's a thorough guide to taxes in retirement to help you.
March 24, 2023
On February 27, 2023, the Internal Revenue Service published proposed regulations regarding the use of forfeitures in qualified retirement plans.
March 18, 2023
Most of us will be relying on our savings to bridge the gap, typically a mix of after-tax and deferred-tax savings (IRAs, SEPs, 401k, 403b,).
February 2, 2023
Now is not the time to refinance your mortgage
January 23, 2023
Join partners from McDermottโs Employee Benefits team as they discuss the impact of the recently passed SECURE 2.0 Act of 2022.
January 20, 2023
With over 90 changes to retirement plans and individual retirement accounts under SECURE 2.0 Act, Attorneys from McDermott discuss the impact.
January 19, 2023
At the very end of 2022, President Biden signed the $1.7 trillion omnibus spending package which includes the SECURE 2.0 Act. SECURE 2.0 builds on The Setting Every Community Up for...