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NEED TO KNOW BLOG
On our blog, the Robin S. Weingast & Associates team will share the latest insights and updates that you need to know!
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Need to know: RISE Act Could Boost Startup Tax Credits for Small Business Retirement Plans
A newly introduced bipartisan bill, known as the Retirement Investment in Small Employers (RISE) Act, aims to expand tax credits that cover the cost of starting a retirement plan.
22 hours ago3 min read
Need to Know: What is a Roth 401(k)?
A mix of taxable tax deferred, and tax-exempt accounts provides flexibility to manage tax bills during retirement and acts as a hedge against changing tax rates.
May 282 min read
Why Business Owners Should Pay Attention to Growing Interest in Annuities
Employees want more security in retirement — and they’re looking to their employer-sponsored plans to find it.
Apr 242 min read
Need to Know: Key Insights from the 2025 Workforce Retirement Outlook
Findings from a recent Transamerica retirement survey reveal a growing disconnect between retirement aspirations and financial realities.
Mar 233 min read
Need to Know: New SECURE 2.0 Changes Coming in 2025
As we approach January 1, 2025, key provisions of the SECURE 2.0 Act will take effect.
Dec 2, 20243 min read
2025 Cost-of-Living Adjustment (COLA) Limits: Key Updates and What They Mean
As we head into 2025, new cost-of-living adjustment (COLA) limits have been announced.
Oct 28, 20242 min read
Need to Know: 2024 Employee Financial Wellness Report
Find out what you need to know about The 2024 State of Employee Financial Wellness Report.
Sep 23, 20241 min read
Need to Know: Retirement Planning Catch-Up Contribution Changes from SECURE 2.0
Under SECURE 2.0, starting in 2024, those earning at least $145,000 for the year must treat catch-up contributions as a ROTH contribution.
Jun 19, 20231 min read
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