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In response to the retirement savings deficit abroad in the nation, Congress passed legislation in late 2019 making significant changes to tax-deferred retirement savings plans like 401(k) and IRA accounts.
Retirement is a great time to start essential conversations about wealth transfers and to begin "giving while living."
Many 401(k) plans require employees to work for one year with 1,000 hours of service in order to be eligible to make elective salary deferrals. Because many part-time employees do not meet the 1,000 hour threshold...
The IRS recently issued important new rules on required minimum distributions from IRAs.
/PRNewswire/ -- StraightLine Group (StraightLine), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, today announced that...