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Shamrock Newsletter - February

February 13, 2024 | Categories: Will’s Touches

Short and sweet this month. The horizon for 2024 looks like decent economic growth - low probability of recession, inflation reduction and strong employment.

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To Roll Over - or Not To Roll Over - Your 401(k)

January 23, 2024 | Categories: Will’s Touches

As your career advances and you have held various positions at various companies, you could have retirement savings in several employee-sponsored retirement accounts.

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What You Need To Know About Secure 2.0

January 8, 2024 | Categories: Will’s Touches

The SECURE 2.0 includes a host of provisions affecting the rules for qualified retirement plans (401(k), 403(b), etc.) and their administration.

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