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JANUARY 18, 2023

Secure Act 2.0: What it Means for Your Retirement

The newly passed bill offers changes to RMDs, new Roth rules and other tactics to take advantage of. Congress's year-end omnibus spending bill contained a section called SECURE ACT 2.0 of 2022, which addresses a variety of retirement planning topics as a follow-up to the first SECURE Act, passed in late 2019. Here are the most important things you need to know:

Our History

JANUARY 18, 2023

5 Financial Goals for the New Year

Start the year off right by getting started on these five top financial goals.

Our Values

MAY 20, 2022

Deeper Corrections but Stronger Recoveries in Midterm Years

With market volatility picking up and a midterm election on the horizon, the Policy Team at Strategas gives some insight into how midterm years typically play out, why they tend to be more volatile than average, and what the longer-term picture looks like.

Our Process

MAY 18, 2022

After You Max Out Your 401k

If there’s one message that people saving for retirement keep hearing, it’s that you can never save too much money for retirement. For many of us, that means maxing out our 401(k) – but what if you are able to contribute more than that?

Our History

MAY 13, 2022

Congress Likely to Act on Retirement Legislation

Congress is looking to build on 2019 efforts to expand employees’ access to retirement plans and to increase retirement savings. The House recently passed retirement legislation with an overwhelmingly bipartisan vote and we expect the Senate to act later this year.