Retirement Planning

SECURE Act Signed Into Law: What You Need to Know
Team SummitBudgeting & Debt, Employer Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
On December 20th, President Trump signed into law the SECURE Act, the most comprehensive retirement reform package in a decade with wide-ranging impacts for both individuals and employer-sponsored retirement plans. The most impactful provisions are summarized below: 1. The age in which an individual must begin taking Required Minimum Distributions (RMDs) from retirement accounts has  Read More →
[VIDEO] How to Prioritize Your Savings
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
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To save or not to save? Of course you should be saving! But, it can be complicated when you don’t know where to start. Should you pay off your car loan first, or save more for retirement? Tune in to view our handy hierarchy of savings! Securities and investment advisory services are offered solely through  Read More →
Three Tax Tips that Can Help As You Approach or Begin Retirement
Team SummitFinancial Planning, Retirement PlanningComments are off for this post
Retirement is a whole new phase of life! You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes. If you’ve followed the advice of retirement plan consultants, you’re probably saving in tax-advantaged retirement accounts. These types of accounts defer taxes until withdrawal, which is typically during your  Read More →

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