When planning for a secure and comfortable retirement, converting a traditional Individual Retirement Account (IRA) to a Roth IRA can have major long-term benefits. While everyone’s financial situation differs, there are several compelling reasons why converting some...
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Donor Advised Funds – The Q & As
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...
Springwater’s Q1 2024 Market Commentary
You can read our market commentary for the first quarter of 2024 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
Big Changes to Medicare Part D – How You Can Benefit
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...
Qualified Charitable Distributions – The Q & As
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...
Springwater’s Q4 2023 Market Commentary
You can read our market commentary for the fourth quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
IRS announces 2024 retirement plan limits
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...
Springwater’s Q3 2023 Market Commentary
You can read our market commentary for the third quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
Springwater’s Q2 2023 Market Commentary
You can read our market commentary for the second quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
Planning Issues to Consider Before You Retire – with Free Offer
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...
Did the SECURE 2.0 Act Change My RMDs? – with Free Offer
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...
What are My Options for My Old 401(k)? – with Free Offer
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...
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