by Joe Allaria CFP®, MBA | Jan 13, 2023 | Article, Retirement Planning, Tax Planning
Secure Act 2.0: Top 10 Changes Key Takeaways: Secure Act 2.0 raises the RMD age, adds emergency access to retirement funds, and lowers penalties for missed RMDs. The law boosts retirement savings by expanding catch-up contributions, automatic plan enrollment, and...
by Joe Allaria CFP®, MBA | Jan 9, 2023 | Article, Retirement Planning
Social Security Loopholes Key Takeaways: The popular “restricted application” strategy that let married retirees claim a spousal benefit while their own benefit grew has essentially phased out as of 2023. File-and-suspend can no longer be used to boost spousal...
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