Landmark Retirement Reform Legislation May Finally Become a Reality

May 24, 2019 — On Thursday morning, the House of Representatives took a big step toward sweeping retirement reform. A bipartisan legislation package was near-unanimously approved by the House 417-3 (no thanks to dissenting GOP Reps. Justin Amash (R-MI), Thomas Massie (R-KY), and Chip Roy (R-TX)).

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Retirement

Feeling Insecure About the SECURE Act?

After the SECURE Act passed quickly through the House of Representatives on May 23 with near-unanimous support, it has unfortunately stalled in the Senate. 

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Retirement

Potential Winners of the SECURE Act (other than the American people)

Last week, the House passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. It was a clear win for the American People, many of whom are . . .

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Retirement

5 Reasons to Add Cash Balance Plans to Your Toolkit

Cash Balance Plans are a type of tax qualified retirement plan that allow business owners to make large tax deductible contributions . . .

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