by newcente | Jan 9, 2023 | Blog, Family Focus, Financial Planning, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New
SECURE 2.0 and Retirement Planning Updates January 9, 2023. By Olga Okaty: President Biden recently signed into law the SECURE 2.0 spending bill, which includes many new provisions affecting retirement plans. With the bill covering a broad array of planning topics, we...
by newcente | Dec 30, 2022 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
Retirement Saving on Your List of Resolutions? Good News for 2023. December 30, 2022: The season of resolutions is upon us. For investors with the goal of boosting retirement account balances on their list, the IRS’s announcement on October 21, 2022 brings good news....
by newcente | Nov 15, 2022 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
IRS Announces 2023 401(k) and IRA Limit Increases November 15, 2022: When enrolling participating in employer sponsored retirement plans and individual retirement accounts, it is important to consider how the annual contribution limits set by the IRS are calculated....
by newcente | Nov 2, 2022 | Blog, Business Planning, Financial Planning, In The News, R. Anthony Norris, Tax Planning, Uncategorized, What's New
Year End Planning and Tax Loss Harvesting November 2, 2022. By Anthony Norris: While no one wants to see red on their investment statements, and the markets have certainly provided plenty of the unfavorable hue in 2022, the ownership of down holdings can also provide...
by newcente | Sep 30, 2022 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New
Olga Okaty Presenting On Medicare On November 1, 2022 September 30, 2022: We are excited to share the information for the USA500 Club’s November Carpe Diem Class – The A, B, C’s and D’s of Medicare with Lori Howell & Olga Okaty. This virtual event...
by newcente | Sep 9, 2022 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
Student Loan Forgiveness, Refund, and Repayment Changes. September 9, 2022: As you likely saw, President Biden recently announced student loan forgiveness for millions of Americans. Alongside the President’s announcement, the Department of Education also proposed...
