Chester County News and Community Website
The individual retirement account (IRA) is celebrating its golden anniversary. Created in 1974, this savings vehicle has helped millions of people build resources for retirement. And in 1997, the Roth …
Which IRA Is Right for You? Read More
WASHINGTON, D.C. — The Internal Revenue Service (IRS) has released interim guidance under Notice 2024-63, offering clarity for retirement plan sponsors on matching contributions tied to student loan payments. This new …
IRS Issues Interim Guidance on Student Loan-Based Retirement Contributions Read More
As we transition from summer to autumn, change is all around us — leaves are taking on new colors, temperatures are dropping, and the days are getting shorter. But you …
How to Be a ‘Seasonal’ Investor Read More
VALLEY FORGE, PA — American workers continued to save at record rates in their 401(k) plans in 2023, according to Vanguard‘s annual report, “How America Saves.” The study, which analyzed …
Vanguard Report Highlights Record Savings Rates in 401(k) Plans Read More
If you own a business and you offer a 401(k) or similar retirement plan to your employees, you’ll want to stay current on the various changes affecting these types of …
New Choices for Business Owners Read More
RADNOR, PA — Lincoln Financial Group (NYSE: LNC) recently introduced FlexPEP(k) and FlexPEP(b), its latest offerings in pooled employer plans (PEP) for 401(k) and 403(b) plans. This initiative marks a …
Lincoln Financial Group Unveils Innovative Retirement Solutions to Support Smaller Employers and Non-Profits Read More
You’ve probably heard stories about fortunate investors who “get in the ground floor” of a new, hot company and quickly make a fortune. But while these things may happen, they …
Slow and Steady: A Smart Way to Invest Read More
March 8 is International Women’s Day, a day for celebrating all the accomplishments of women around the globe. But many women still need to make up ground in one key …
How Can Women Bridge the Retirement Gap? Read More
WAYNE, PA — Beacon Financial Services, a corporate retirement plan and personal wealth advisory firm based in Pennsylvania, recently unveiled a groundbreaking white paper titled “The Hidden Fee Manifesto: Exposing …
Beacon Financial Services Unveils ‘The Hidden Fee Manifesto,’ Shining a Light on the 401(k) Industry’s Secrets Read More
If you’ve invested in an IRA for many decades, it may well turn into a key source of income for your retirement. Still, you might not deplete your IRA in …
Don’t Leave Your IRA to the IRS Read More