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Insights for Participants

Saving & Investing for Retirement

1 - How much do you need to save for a secure retirement?

2 - How to build an investment portfolio

Appendix A: Key Investment Terms

Technical Guidance for Stakeholders

SECURE 1.0

Table of Provisions | Division O - SECURE ACT

SECURE 2.0

.Table of Provisions | Division T - Consolidated Appropriations Act

Designating employer contributions as Roth contributions

Hardship Distributions | Participant Certification

Long-term part-time Employees

Modifications to Pooled Employer Plans

Modifications to RMD Rules

Repayment of Qualified Birth or Adoption Distribution

Start-up Tax Credits for Small Employers

Comparison | SIMPLE IRA vs 401(k) Plan

All Categories ​>​ ​Insights for Participants ​ > ​ ​Saving & Investing for Retirement

Saving & Investing for Retirement

3 articles

1 - How much do you need to save for a secure retirement?

Determining how much to save for retirement should be a simple exercise. In this article we'll breakdown the process into simple, easy to follow steps. Along the way, if you need assistance our advis…

Updated 4 months ago by Richard Phillips, EA, AIFA, CPC, CPFA, QPA, QKA

2 - How to build an investment portfolio

The Purpose and Aim of Investing. There are plenty of articles, viewpoints, strategies and ideas on how one should invest. Let's take a step back and review the basics of investing so we can build a…

Updated 4 months ago by Richard Phillips, EA, AIFA, CPC, CPFA, QPA, QKA

Appendix A: Key Investment Terms

A conversational knowledge of basic investment terms and philosophies is important for all investors. This Appendix provides an introduction to those terms.

Updated 4 months ago by Richard Phillips, EA, AIFA, CPC, CPFA, QPA, QKA

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