by Taylor Brown | Aug 1, 2023 | Learning
With the recent passing of Secure Act 2.0, new tax credits may be available to you, making a 401(k) plan with WELLthBuilder even more affordable. WELLthBuilder is an offering of Strategic Retirement Partners (SRP). Learn more about us at...
by Taylor Brown | Jul 29, 2023 | Learning
Many states have started, or may soon start, programs that require small businesses to automatically enroll employees in a state IRA program if they do not have a 401k or other workplace retirement plan. The intention of the state plans is noble, as encouraging saving...
by Taylor Brown | Jun 29, 2023 | Learning
SECURE Act 2.0 introduces important changes to defined contribution plans. Here’s a quick look at some of the highlights. 2023 Mandatory Provisions The age for Required Minimum Distributions (RMDs) has been increased to age 73. This change applies to...
