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Retirement

Retirement Social Security

2021 COLA Gives Modest Increase

Social Security beneficiaries will see a modest increase in the 2021 cost-of-living adjustment (COLA). The 2021 adjustment of 1.3 percent will increase benefits for roughly 70 million Social Security beneficiaries resulting in an average increase of $20 per month…

Retirement

The I.R.S. Has Enhanced the 2020 RMD Waivers

Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic.1 The new law…

Retirement

Four Questions on the Roth Five-Year Rule

The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth account. The rule states that you must wait five years after making your first…

Retirement

Changing Jobs? Know Your 401(k) Options

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to? If you leave your job (voluntarily…

Retirement Social Security

Before You Claim Social Security

A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision.…

JOIN US FOR THE NEXT BCJ LIVE MARKET UPDATE

This 30 minute live webinar featuring guest Ned Davis Research, will cover a current economic and market update as well as give attendees the opportunity to submit questions to the presenters.

Tuesday, October 27th