On December 21, 2020, Congress authorized a $900 billion coronavirus relief package to provide assistance to American consumers and businesses struggling as a result of the coronavirus pandemic. A provision of the law includes sending government payments to eligible Americans. Below you will find answers to common questions regarding the second round of economic impact payments.
Today, life insurance is a crucial part of many estate plans. Life insurance can also be used to replace wealth lost due to the expenses and taxes that may follow your death, and to make gifts to charity at relatively little cost to you.
The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2021.
Why it's Important to Review, Refresh and Revise Retirement Plan Documents
11/12/2020
Ideally, you should meet with your plan's advisor at least once a year to evaluate the overall health of your retirement plan, which includes reviewing plan documents and operations to help ensure they are up to date with current guidance and regulations.