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Individual Retirement Accounts: What You Need to Know

Money Talk

I recently attended a Financial Planning Association (FPA) webinar about traditional and Roth IRAs presented by Ed Slott , a nationally recognized expert on IRAs and frequent presenter at conferences for financial advisors. Tax planning involves looking ahead and projecting future income and tax write-offs. There is no way out.

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Webinar Replay: What to Know About SECURE 2.0

McDermott Will & Emery Employee Benefits

What do retirement plan professionals and participants need to know about the recently passed SECURE 2.0 Act of 2022? appeared first on EMPLOYEE BENEFITS BLOG. appeared first on EMPLOYEE BENEFITS BLOG.

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Financial Security and Happiness in Later Life: Reflections from Recent Webinars

Money Talk

I recently attended a number of webinars about retirement planning. Recovering Losses is Difficult - In one webinar, an example was given of stock originally purchased for $100 a share and sold in a panic at $66.66 The 4 L’s of retirement income optimization are Longevity, Lifestyle, Legacy, and Liquidity.

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Can Farmers Ever Afford to Retire?

Money Talk

In addition to writing monthly Small Steps to Health and Wealth™ financial messages , I also present online webinars and class segments. My segment of their six-week class series was called Can Farmers Ever Afford to Retire? 401(k), 403(b), 457 plan, and thrift savings plan), and other employer benefits (e.g.,

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Retirement and Taxes: "To" and "Through" Planning

Money Talk

If you picture retirement planning and taxes as a Venn Diagram, there is lots of overlap between these two areas of personal finance. This is true both during one’s working years (when taxpayers are saving for retirement) and later, when people are older and withdrawing taxable income from tax-deferred accounts.

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JOIN US: SECURE 2.0 Takes Second Bite at Retirement Security

McDermott Will & Emery Employee Benefits

With over 90 changes to retirement plans and individual retirement accounts (IRAs), this webinar will highlight the key changes for 401(k) and 403(b) plans and defined benefit plans, as […] The post JOIN US: SECURE 2.0 Act of 2022.

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Webinar Replay: New Employee Benefits Requirements for Part-Time Employees, Independent Contractors

McDermott Will & Emery Employee Benefits

Provisions of the […] The post Webinar Replay: New Employee Benefits Requirements for Part-Time Employees, Independent Contractors appeared first on EMPLOYEE BENEFITS BLOG.