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401(k) Contribution Limits Increase for 2025

By Sarah Brenner, JD Director of Retirement Education   There is some good news for retirement savers! The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2025, and many of the dollar limit restrictions on retirement accounts...

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Turn Your Clocks Back, and Pay Attention to the Roth IRA Clocks

By Ian Berger, JD IRA Analyst Don’t forget to turn your clocks back this weekend! With that reminder comes another: pay attention to the Roth IRA distribution clocks. The key point to remember is that there are two different clocks, each used for a different purpose....

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3 IRA Tasks to Complete by the End of 2024

Sarah Brenner, JD Director of Retirement Education   The year 2024 has flown by and the holidays season will soon be upon us. That means time is running out on year-end IRA deadlines. You will want to be sure to get the following three IRA-related tasks done...

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The Zombie Rule

By Andy Ives, CFP®, AIF® IRA Analyst This article is NOT about the “ghost rule” applicable to non-living beneficiaries. That payout rule applies when a non-person beneficiary (like an estate) inherits an IRA when the original owner died on or after his required...

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Nuances of NUA

We have written about the net unrealized appreciation (NUA) tax strategy many times. Generally, after a lump sum distribution from the plan, the NUA tactic enables an eligible person to pay long term capital gains (LTCG) tax on the growth of company stock that...

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Jupiter, Florida

601 Heritage Dr, Suite 444
Jupiter, Fl 33458
 Office:  877-346-7567
 Cell: 561-329-2650
  brian.cannon@wealthpersonal.com

Collegeville, Pennsylvania

409 2nd Ave, Suite 304
Collegeville, PA 19426
 Office:  877-346-7567
 Cell: 561-329-2650
  brian.cannon@wealthpersonal.com

Warrington, Pennsylvania

1243 Easton Road
Warrington, PA 18976
 Office:  877-346-7567
 Cell: 561-329-2650
  brian.cannon@wealthpersonal.com