Retirement

TL/DR - The US Congress’ Joint Committee on Taxation (JCT) has posted a resource explaining the SECURE 2.0 Act of 2022 and other tax provisions enacted in the 117th Congress. The "Bluebook" provides descriptions of over 170 tax provisions across eight different Acts, including the American Rescue Plan Act of 2021 and the Consolidated…

Increasing cost of living challenges for Baby Boomers As more Baby Boomers (1946-1964) retire every year, the cost of living continues to rise across the United States. This makes certain states more comfortable for seniors who have private retirement savings accounts (i.e., 401(k), Roth IRA, etc.) or public pensions, compared to those solely…