by Springwater Wealth | Apr 25, 2023 | Financial Planning, Investment Management, Retirement Plans
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...
by Springwater Wealth | Oct 21, 2022 | Investment Management, Retirement Plans, Wealth Management
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...
by Springwater Wealth | Jul 7, 2022 | Divorce Financial Planning, Financial Planning, Investment Management, Wealth Management
Springwater’s article on dealing with retirement plans in divorce was featured in the Oregon State Bar’s Family Law Newsletter for June 2022. You can read the entire article here. PLEASE SEE important disclosure information at...
by Springwater Wealth | Jun 14, 2022 | Investment Management, Newsletter, Retirement Plans, Taxes, Wealth Management
Each fall, the IRS announces retirement plan limits for the next year. In November 2021, we detailed those 2022 plan limits on our website. As we write this, we’re almost halfway through the year. Here are some tips to take advantage of the 2022 IRS retirement plan...
by Springwater Wealth | Nov 5, 2021 | Retirement Concerns, Retirement Plans
The 2022 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2022. 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...
