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...
by Springwater Wealth | Apr 26, 2023 | Investment Management, Retirement Plans, Wealth Management
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...
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...
