Retirement Planning Insights

Cheryl Donaldson

Principal

Financial Planning

401(k) Planning for 2023

Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Paul Chmielewski

Partner

Estate

IRA Distributions Under the Secure Act

Partner Paul Chmielewski provides a summary of the rules and new proposed regulations to the law governing IRAs and retirement plans distributions under the Secure Act.

Walker Phillips

Partner

Retirement Planning

Cash Balance Plans: 3 Steps to Success

For businesses with consistent cash flows, a cash balance plan can enhance benefits beyond the typical 401(k) or profit-sharing plan.

Daniel Park and Cheryl Donaldson

Financial Planning

Ways to “Supercharge” Your 401(k)

A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could “supercharge” your 401(k) growth.

Frederic Behrens

Partner

Financial Planning

The COVID-19 Correction: A Roth Conversion Opportunity of a Lifetime?

The coronavirus-induced market sell-off late in the first quarter of 2020 rattled investors globally. Markets are now trading at some of the lowest levels of the past three years and many investors are seeing significantly smaller retirement account balances. Negative headlines surround investors daily, but there may be a silver lining to this stock market […]