Deciphering Tax Law Changes to Retirement Plans

Laura Ferrino, CFP®, CTFA, CLU, CCPS |
Tax Reform
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Uncover more opportunities to benefit from retirement planning.  While the tax act left many of the rules and laws pertaining to retirement plans unchanged, overall tax rates were lowered and deductions changed.Given this new landscape, there may be additional opportunities and new twists to be mindful of when planning for retirement in the most tax-efficient manner.

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Changing Jobs? Options for Your 401(k) Plan

Investment Management
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Make the smartest decisions for your retirement plan as your career evolves.Employees who leave their companies have several options when it comes to their 401(k) plans, and each option has advantages and disadvantages.Options include keeping your existing plan where it is and starting a separate one at your new company, rolling it over to an IRA, or transferring it to your new company’s plan.

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