If you are charitably inclined, you should consider making your gifts to your favorite charities through a Donor Advised Fund (or “DAF”). What is a Donor Advised Fund (or “DAF”)? A Donor Advised Fund (or “DAF”) is a philanthropic giving vehicle that allows donors to...
You can read our market commentary for the first quarter of 2024 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
INTRODUCTION The Inflation Reduction Act of 2022 includes several provisions to lower prescription drug costs for people with Medicare and reduce drug spending by the federal government, including a number of changes to the Medicare Part D drug benefit. These changes...
If you are 70 ½ or older and you are charitably inclined, you should be making your gifts to your favorite charities through Qualified Charitable Distributions (QCDs) from your retirement accounts. What is a Qualified Charitable Distribution (QCD)? A QCD is a...
You can read our market commentary for the fourth quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
The 2024 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2024. If you’re an employee and a retirement plan participant, be sure to contact your employer as soon as possible if you wish to change your retirement...
You can read our market commentary for the third quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
You can read our market commentary for the second quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
The idea of retirement - after decades of a stable, predictable routine for your work and personal life - can be both exciting and a bit daunting. After all, you’ll be entering a new phase of life that can be very rewarding. What sort of life do you want in...
Background In December 2022, Congress passed legislation that enhanced the 2019 SECURE Act. The enhancement - referred to by many as SECURE 2.0 Act - was signed by President Biden and enacted immediately. The law includes a number of significant provisions that will...
You’re leaving your current job. Maybe you’ve retired, or you’ve taken a new job with another employer. Or maybe your current employer has laid you off. One decision you’ll need to make is what to do with your employer-sponsored retirement account with your former...
SECURE 2.0 Act On December 23, 2022, Congress passed legislation enhancing the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. The 2022 version, referred to as SECURE Act 2.0, was signed by President Biden days later. The plan includes...
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