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Resource Center

4 Yearlong Tax Tips for Retirees  Thumbnail

4 Yearlong Tax Tips for Retirees

Whether you are newly retired or have been out of the workforce for many years, making the right financial moves is critical. One area that your finances can be impacted greatly is through taxes. While it is easy to think about during tax season, keeping these 4 tips in mind throughout the year can help you maintain your financial wellness through retirement.

Retirement Funding
Waiver of Required Minimum Distributions (RMDs) Thumbnail

Waiver of Required Minimum Distributions (RMDs)

Recently, the IRS issued a notice providing guidance relating to the waiver of 2020 required minimum distributions (RMDs). Individuals who already took their 2020 RMDs are now allowed to repay the distribution to a requirement account by August 31, 2020.

What to Do With Your Old 401(k) When You Switch Jobs Thumbnail

What to Do With Your Old 401(k) When You Switch Jobs

Whether you’re making a career change or just got laid off, your 401(k) may be at the bottom of your to-do list. However, moving your 401(k) is an incredibly important step that must be well though-out. Today, we will discuss the three workable opportunities to continue the growth of your retirement fund when changing careers.

Association Retirement Plans Thumbnail

Association Retirement Plans

In the Retirement Plan Industry, there has been a lot of buzz about Association Retirement Plans since the passage of the SECURE Act in December 2019. Association Retirement Plans allow for organizations to pool together to share one retirement plan if they do not want to sponsor their own.