Most Recent Resource Articles
2024 Contribution Limits & Tax Reference
Click the link to view the 2024 Contribution Limits & Tax Reference.
Happy New Year and Happy Financial Wellness Month!
Happy New Year! January is not only a typical time for us to reflect on the previous year and fine tune our goals, it is Financial Wellness month. [...]
Stock & Bond Returns During Election Years
The SECURE 2.0 Act, which was passed in December 2022, made a significant change to the IRS catch-up contribution rules. The catch-up contribution allows those aged 50 and above to contribute an additional $7,500 to an employer-sponsored pre-tax retirement plan.
Q4 2023 DWA Investment Update
Click the link to view the Q4 2023 DWA Investment Update.
Q3 2023 Market Slides
Click the link to view the Q3 2023 Market Slides.
The Roth-Only Catch-Up Contribution Rule Will Get Time to Catch Up
The SECURE 2.0 Act, which was passed in December 2022, made a significant change to the IRS catch-up contribution rules. The catch-up contribution allows those aged 50 and above to contribute an additional $7,500 to an employer-sponsored pre-tax retirement plan.