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SECURE 2.0 and Retirement Planning Updates

SECURE 2.0 and Retirement Planning Updates

by newcente | Jan 9, 2023 | Blog, Family Focus, Financial Planning, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New

SECURE 2.0 and Retirement Planning Updates January 9, 2023. By Olga Okaty: President Biden recently signed into law the SECURE 2.0 spending bill, which includes many new provisions affecting retirement plans. With the bill covering a broad array of planning topics, we...
Increased Retirement Plan Contribution Limits for 2023

Increased Retirement Plan Contribution Limits for 2023

by newcente | Dec 30, 2022 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Retirement Saving on Your List of Resolutions? Good News for 2023.  December 30, 2022: The season of resolutions is upon us. For investors with the goal of boosting retirement account balances on their list, the IRS’s announcement on October 21, 2022 brings good news....
IRS Announces 2023 401(k) and IRA Limit Increases

IRS Announces 2023 401(k) and IRA Limit Increases

by newcente | Nov 15, 2022 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

IRS Announces 2023 401(k) and IRA Limit Increases November 15, 2022:  When enrolling participating in employer sponsored retirement plans and individual retirement accounts, it is important to consider how the annual contribution limits set by the IRS are calculated....
Year End Planning and Tax Loss Harvesting

Year End Planning and Tax Loss Harvesting

by newcente | Nov 2, 2022 | Blog, Business Planning, Financial Planning, In The News, R. Anthony Norris, Tax Planning, Uncategorized, What's New

Year End Planning and Tax Loss Harvesting November 2, 2022. By Anthony Norris:  While no one wants to see red on their investment statements, and the markets have certainly provided plenty of the unfavorable hue in 2022, the ownership of down holdings can also provide...
Olga Okaty Presenting on Medicare for USA500 Group

Olga Okaty Presenting on Medicare for USA500 Group

by newcente | Sep 30, 2022 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New

Olga Okaty Presenting On Medicare On November 1, 2022   September 30, 2022: We are excited to share the information for the USA500 Club’s November Carpe Diem Class – The A, B, C’s and D’s of Medicare with Lori Howell & Olga Okaty. This virtual event...
Loan Forgiveness, Refund, and Repayment Changes. Answers to FAQs

Loan Forgiveness, Refund, and Repayment Changes. Answers to FAQs

by newcente | Sep 9, 2022 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Student Loan Forgiveness, Refund, and Repayment Changes.   September 9, 2022:  As you likely saw, President Biden recently announced student loan forgiveness for millions of Americans. Alongside the President’s announcement, the Department of Education also proposed...
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