Washington Insights – Winter 2019
Jan. 16, 2019 | Jon Vogler
In this edition of Washington Insights, we address two retirement-related topics in the news recently.
First, we will review proposed hardship regulations issued in November 2018.
Second, we will take a look at the recent concern over the status and viability of multiemployer pension plans.
Legislative Update - Fall 2018
Sept. 24, 2018 | Jon Vogler
The Family Savings Act of 2018 focuses on retirement and savings issues and is part of the “Tax Reform 2.0” package of bills which follow up on the Tax Cuts and Jobs Act from late last year.
Legislative Update - Summer 2018
July 24, 2018 | Jon Vogler
The recently-introduced Commission on Retirement Security Act of 2018 (listed in the “Retirement reform” section below) would establish a federal commission to review private retirement benefit programs and report to Congress on how to improve private retirement security in the United States
Legislative Update - Spring 2018
April 19, 2018 | Jon Vogler
A number of the retirement-related bills recently introduced in Congress are wide-ranging in scope and include several different provisions to enhance retirement savings.
Taking distributions from Roth IRAs
March 27, 2018 | Thomas Rowley
Before you take a Roth IRA distribution, it's important to understand the rules to avoid penalties. The major consideration is order of distribution.
Eight ways money can make its way into a Roth IRA
March 27, 2018 | Thomas Rowley
A Roth IRA offers benefits and a wide choice of investment options. Let's take a look at eight ways you could potentially fund a Roth.
