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Main Office: 716.633.1373 | Lockport: 716.438.2190

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Category: Secure Act 2.0

March 7, 2024

2024 Financial Planning Tips & Trends

As we reflect back on 2023, there was no shortage of news and scenarios…

529 Plans, Charitable Contributions, College Financial Aid, Personal Financial Planning, Required Minimum Distribution (RMD), Secure Act 2.0, Small Business, Tax Planning

March 1, 2023

Secure Act 1.0 & 2.0: Increased Tax Credits for Small Employers

SECTION ONE Changes to the credit for Small Employer Retirement Plan Start-up Costs with…

401(k) and 403(b) Plans, General Business, News, SECURE Act, Secure Act 2.0, Small Business, Tax Credits

March 1, 2023

The SECURE Act 2.0 – Important Highlights to Know

The Consolidated Appropriations Act, 2023, which includes the SECURE Act, 2.0 was signed into…

401(k) and 403(b) Plans, Estate Planning, Required Minimum Distribution (RMD), Retirement, Secure Act 2.0, Small Business