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...
You can read our market commentary for the first quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
You can read our market commentary for the fourth quarter of 2022 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
The 2023 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2023. 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...
Earlier this week, the Centers for Medicare & Medicaid Services released the 2023 premiums, deductibles, and coinsurance amounts for the Medicare Part A and Part B programs, and the 2023 Medicare Part D income-related monthly adjustment amounts (or “IRMAA”). Medicare...
A friend and I recently completed a four day, 55-mile backpacking trip in the Kalmiopsis Wilderness in southern Oregon. I ‘ve been on many backpacking trips and each one of them has presented challenges. The Kalmiopsis was no exception. The US Congress designated the...
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