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2020 IRA CONTRIBUTION DEADLINE EXTENDED TO MAY 17

by | Apr 29, 2021 | Uncategorized

By Sarah Brenner, JD Director of Retirement Education Good news for retirement savers! There is more time to make your 2020 IRA contribution. On March 17, 2020, the IRS extended the 2020 federal income tax-filing deadline to May 17, 2021. The extension also extends...

How the pandemic has shaken up retirement

by | Apr 28, 2021 | Uncategorized

Pandemic-related job losses forced many older Americans out of the workplace in the past year, perhaps permanently. But the COVID-19 crisis also seems to have delayed some retirements. Remote work eliminated commutes and often allowed more flexible schedules with...

THE IRS MAY BE COMING AFTER YOUR SOLO 401(K) PLAN

by | Apr 26, 2021 | Uncategorized

By Ian Berger, JD IRA Analyst If you sponsor a solo 401(k) plan, beware! The IRS recently announced that it is targeting several employer plan areas for stepped-up auditing. One of those areas is solo 401(k) plans. The fact that solo plans made the list is a signal...

Weekly Market Commentary

by | Apr 25, 2021 | Uncategorized

-Darren Leavitt, CFA US equity markets finished mixed on the week as Q1 earnings continued to surprise to the upside.  Markets pulled back sharply on Thursday on reports that the Biden administration will propose increasing the capital gains tax, and economic data...