Skip to Content

Passing Shots

The Fifth Set Blog

Topics: 401k, Fiduciary, Long-term investing, retirement income, Roth Conversion, Roth IRA, Taxes, Traditional IRA, Uncategorized

The SECURE Act – Congress passes significant new retirement plan legislation

In the final session of 2019, Congress passed and the President signed, the SECURE Act (The Setting Every Community Up for Retirement Enhancement Act), a significant piece of legislation that contains several important updates and changes for investors.  Among the most significant are the following:  …read more »

Five Money Saving 2018 Year-End Tax Tips

As we approach the end of the year and begin making plans for 2019, it is an ideal time to take advantage of tax saving opportunities that are still available for 2018. Here are five ways to reduce your tax obligations before year-end. 401k/403b/457 Plans  …read more »