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        2,039 results found

        1. SECURE Act: How it Can Affect Your Estate Planning
          When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
        2. It’s Never Too Late to Start Saving for Retirement: A Guide by Ben Joergens, Financial Empowerment Director
          Start Saving for Retirement: A Guide Financial Empowerment Director, Old National Bank
        3. The 401(k) Contribution Limit Is Increasing in 2020
          The IRS just announced its latest inflation adjustments for 2020, and one of the most significant for investors is the upward adjustment in the contribution limits to 401(k) and other qualified retirement plans. With that in mind, here's a discussion of just how much more you can legally save in your tax-advantaged emp
        4. What To Do With Excess Funds In Your Child’s 529 Plan—A Good Problem To Have
          What do you do with "extra" funds in your child's 529 Education Savings Plan after they've finished college, or gone in a different professional direction?
        5. The Economy Is Going Well Now, But Questions About The Longer Run Remain
          As the economy roars back from the pandemic’s lockdowns and quarantines, its near-term prospects look marvelously bright in just about every sector – employment and retail, capital spending and housing.
        6. 6 Tips to Celebrate Small Business Saturday in Today’s Worl
            If you’re a small business retailer, you’re probably approaching the holiday season with a mixture of excitement—finally, in-person holiday
        7. How to Choose Company Benefits That Appeal to Gen Z
          Today’s companies need to rethink their benefits packages to attract and retain new talent. Read on to find out what appeals to your Gen Z employees
        8. 5 Tax Strategies for Small-Business Owners
          Small-business owners are increasingly being congratulated for their contributions to the economy. They create jobs, provide much-needed services, promote diversity and put money back into their communities. Yet, those same business owners often are so busy with their day-to-day pursuits that they neglect their own fin
        9. 4 Steps To Turn Makeshift Digital Transformation Into Long-Term Success
          Co-authored with Nikolaus Obwegeser and Benjamin MüllerMakeshift digital home officegettyWhile many companies were reportedly undergoing some form of digital transformation before COVID-19, it seems they were not far enough along their journey to respond effectively. At the outset of the pandemic, companies scrambled t
        10. Four Ways the SECURE Act Impacts Your Retirement Planning Now
          Retirement and wealth planning have become more dynamic in recent years as Congress amends the rules on a regular basis. In the past couple of years, two significant tax code changes, each with major impacts on families strategic financial planning, were signed into law. The most recent change, the SECURE Act, was pass