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Retirement Plans and the New SECURE 2.0 Act

After months of discussion, Congress has officially passed the SECURE 2.0 Act of 2022. The SECURE 2.0 Act aims to make it easier for Americans to save while also encourages small businesses to adopt retirement plans. Denise Woods summarizes everything you…
By: Denise Woods On December 29, 2022, Congress passed the long-awaited SECURE 2.0 Act of 2022 (SECURE 2.0 or the Act).  While SECURE 2.0 aims to make it easier for… https://www.weinsteinspira.com/blog/2023/01/retirement-plans-and-new-secure-20-act/

Maximizing Your Retirement Dollars

How can you maximize your retirement dollars? Karl is sharing six ways to assess your numbers to ensure proper management of your nest egg.
By Karl Wolpert You may be mid-career and saving for retirement or getting ready to jump into a retired lifestyle. Whatever stage you’re in, any tax consultant or financial… https://www.weinsteinspira.com/blog/2019/05/maximizing-your-retirement-dollars/