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Secure 2.0 Retirement Bill - May. 01, 2022

Secure 2.0 Retirement BillAt the very end of March, the House of Representatives passed a version of the bill known as Secure 2.0. The bill passed the House with overwhelming bipartisan support in a 414-5 vote. The House version still needs to pass in the Senate, where there are differing ideas on exactly what the bill should contain. […] read more

Combating Employee Hesitancy to Return to the Office - May. 01, 2022

Combating Employee Hesitancy to Return to the OfficeAccording to the January 2022 Future Forum Pulse survey, there’s been a shift in what workers want post-pandemic. The report found that in Q4 of 2021, 78 percent of workers from six industrialized companies wanted location flexibility. The survey also found that 95 percent desired schedule flexibility. This is in light of the same survey […] read more

New Required Minimum Distribution Rules for 2022 - May. 01, 2022

New Required Minimum Distribution Rules for 2022Starting in 2020, new legislation increased the age to begin Required Minimum Distributions (RMDs) from 70½ to 72. More recently, the IRS updated the Uniform Life Table for alignment with longer life expectancies. Note that it takes years for actuaries to work up new data for this table, and the recent changes do not reflect […] read more

How to Save When You're Broke - May. 01, 2022

How to Save When You're BrokeIf you think saving money is a waste of time, think again. It all comes down to having the right mindset and strategy – even if you don’t have a penny to spare. Here are some ground rules that have proven effective for many. All you have to do is be willing to dive in, […] read more

What Every Taxpayer Needs to Know This Season - Apr. 01, 2022

What Every Taxpayer Needs to Know This SeasonThe IRS is currently suffering a severe backlog in processing returns from 2021 for the 2020 tax year. As of Dec. 31, there were still more than 6 million unprocessed individual returns with notices and pending refunds. There are a few things every taxpayer should know that can help them navigate any delays in filing […] read more