by Alexandra Walker | Feb 20, 2025 | Uncategorized
The IRS has granted tax relief to businesses and individuals in Los Angeles County and other federally declared disaster areas due to the recent wildfires. This includes extensions for various tax filings and payments, which impact your 401(a) Defined Contribution and...
by Alexandra Walker | Oct 22, 2024 | Uncategorized
The Halloween season is full of spooky surprises, from haunted houses to eerie costumes. But while you may enjoy a few scares this time of year, choosing the wrong Third-Party Administrator (TPA) for your retirement plan is a nightmare you definitely want to avoid....
by Alexandra Walker | Jul 16, 2024 | Uncategorized
Cash Balance Pension Plans have gained popularity as an attractive retirement benefit for both employers and employees. However, despite their advantages, there are several misconceptions that often lead to confusion. Let’s debunk some of the most common myths...
by Alexandra Walker | Jun 12, 2024 | Uncategorized
When nearing retirement, it’s important to understand the rules that govern your retirement accounts. One vital concept to grasp is Required Minimum Distributions (RMDs). Retirees must begin taking these withdrawals from their retirement savings at a specific age. ...
by Alexandra Walker | May 22, 2024 | Uncategorized
May is a great time to take stock of your financial health, particularly when it comes to retirement readiness. Your 401(k) account is a cornerstone of your retirement savings strategy, and conducting a thorough assessment can help ensure you’re on track to meet...
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