Tag: retirement

April 10, 2023

Back in 2016, Connecticut enacted legislation that established the Connecticut Retirement Security Program, a state-run Individual Retirement Arrangement (IRA) program administered by the Office of the State Comptroller. After a slow start, this mandatory program officially launched in March 2022. […]

March 24, 2022

Labor law is not at the heart of the French presidential campaign, which is rather unusual. The latest major reforms, initiated under the presidency of François Hollande and then extended by the “Marcon” ordinances of September 22, 2017, seem to […]

February 2, 2022

What Is a Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)? A Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) is a type of tax-deferred retirement account that may be established by employers, including self-employed individuals. […]

July 21, 2020

In the next five years, the U.S. workplace is poised to experience a changing of the guard. The majority of Baby Boomers, now in their upper 50s, 60s, and lower 70s, will be well into retirement age. Their vacated executive […]

July 8, 2020

The rules governing your retirement accounts have been loosened in the year 2020. You have more time to put money in, can take money out early without penalty, and the required minimum distribution rules (RMD) for those 72 and older […]

October 25, 2018

To save more for their retirement, many taxpayers meet with their financial advisors at the beginning of each year to determine how much they can now add to their retirement nest eggs for the current and upcoming tax years. One […]

October 6, 2016

California is paving a new way for employers to help with the retirement crisis using the new California Secure Choice Retirement Plan. This is a state sponsored retirement account for the employees of small businesses that traditionally could not afford […]

September 16, 2016

Most consumers that maintain a health savings account (HSA) fund it on an annual basis and use the account to pay for immediate healthcare costs as they arise. However, for tax-savvy, retirement-minded investors, HSAs can represent a tremendous long-term planning […]

September 12, 2016

Millions of Americans, specifically Baby Boomers, are anxiously counting down the days until their 66th birthday. That’s because 66 is the U.S. full retirement age for Boomers born between 1946 and 1954. This is the age when U.S. workers are […]

March 21, 2016

After working hard for what seems like an eternity, you’ve finally reached full retirement age. (That would be 66 for folks born between 1943 and 1954, and 67 for people born after 1959.) Fortunately, you’ve wisely saved up a nest […]