by Springwater Wealth | Nov 13, 2025 | Financial Planning, Retirement Plans, Wealth Management
The 2026 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2026. 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 | Nov 1, 2024 | Financial Planning, Retirement Plans, Wealth Management
The 2025 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2025. 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 25, 2024 | Investment Management, Wealth Management
One of the big talking points of target date funds (or TDFs) by the companies who manage them is that they eliminate the “guesswork” of asset allocation for investors. The only problem is that their guesswork too often leaves a lot to be desired. It doesn’t make sense...
by Springwater Wealth | Jul 20, 2024 | Financial Planning, Retirement Plans, Taxes, Wealth Management
The Internal Revenue Service has finally clarified the rules on required distributions from inherited retirement accounts, like IRAs, 401(k)s and 403(b)s. The rules affect most heirs, but not spouses. The new guidance applies to both future inheritors and those who...
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...
