Latest News

401k Plan Changes in the Wind?

According to Bradenton Herald columnist Mike Doll, the House Ways and Means Tax Reform 2.0 may bring about some significant changes affecting retirement financial planning. From changes to 401k savings limits and disclosure changes affecting 401k plans to 529 plan changes and waiver of penalties on plan withdrawals for chldbirth or adoption, the potential is there for tax incentives that can bolster long-term financial planning. Read Doll’s post here…

 

This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.

Website by Geiger Computers