Retirement Planning Workshop
September 16 @ 6:00 pm - 8:00 pm
Burlington Public Library
34 Library Lane
Burlington, CT 06013
Call (860) 880-8800 to register.
- In ERISA Retirement Plans, Spouse Beneficiaries RuleBy Ian Berger, JD IRA Analyst At Ed Slott and Company, we continually stress how important the beneficiary designation… Read more: In ERISA Retirement Plans, Spouse Beneficiaries Rule
- Weekly Market Commentary
Global financial markets had another positive week as the Dow Jones Industrial Average finally joined the S&P 500 and the… Read more: Weekly Market Commentary - 6 Ways to Secure Your Finances After RetirementAlthough your CalPERS service retirement is a lifetime benefit, and you have other income sources available to you, money can still be tight.… Read more: 6 Ways to Secure Your Finances After Retirement
- Required Minimum Distributions and IRA Beneficiaries: Today’s Slott Report MailbagBy Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I turn age 73 on December 1, 2026. I would like to… Read more: Required Minimum Distributions and IRA Beneficiaries: Today’s Slott Report Mailbag
- OBBBA Impact on HSAsBy Sarah Brenner, JD Director of Retirement Education From a tax perspective, a Health Savings Account (HSA) can offer… Read more: OBBBA Impact on HSAs
