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Secure Act 2.0

At the very end of 2022, Congress passed the Secure 2.0 Act that has several key provisions that will affect your retirement plans moving forward.  Here are the details.

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Working Part-Time in Retirement

Things to consider if you plan to work part-time in retirement.

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Health Savings Accounts

What are Health Savings Accounts and how are they used?

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Annuities

What are they and what should you know about them?

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Safe Assets

Where to go in a market where deposit rates aren't paying

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Rollover Options When Leaving an Employer

401k/IRA consolidation

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