by Springwater Wealth | Nov 2, 2023 | Investment Management, Retirement Plans, Wealth Management
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...
by Springwater Wealth | Oct 3, 2023 | Newsletter
You can read our market commentary for the third quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
by Springwater Wealth | Jul 7, 2023 | Newsletter
You can read our market commentary for the second quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
by Springwater Wealth | May 2, 2023 | Financial Planning, Retirement Concerns, Wealth Management
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...
by Springwater Wealth | Apr 26, 2023 | Investment Management, Retirement Plans, Taxes
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...