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 Last Minute Year-End Tax Tips for 2019

With the holiday season approaching and the end of 2019 right around the corner, we would like to highlight five last minute tax tips.  You have until the end of the year to tackle these tasks which can help maximize your tax benefits and improve  …read more »