In a recent development regarding the Secure 2.0 Act and its impact on employer-sponsored retirement plans, the Internal Revenue Service (IRS) has delayed the implementation of a new provision affecting catch-up contributions for high-income earners. The Secure 2.0 Act, passed in 2022, aims to improve access and incentives for retirement savings. One provision of the...Read More

Retirement planning has never been a one-size-fits-all endeavor, and the recent introduction of the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act further underscores the importance of a well-thought-out retirement strategy. As retirement laws evolve, proper estate planning becomes a vital tool – not only for securing your financial future – but also...Read More