The rules for taking required minimum distributions from IRAs, 401(k)s and other retirement-savings plans have changed significantly in the past few years. The SECURE Act, passed in late 2019, raised ...

When the COVID-19 pandemic hit, wedding planning suddenly became a lot more complicated. Over the past 10 months, many couples have had to cancel or postpone their planned celebrations and many more ...

Marianne and Jeff Walden eloped on the steps of the Saint-Louis Art Museum on their original wedding date. It’s not an ideal time to plan anything, let alone a wedding. Just ask the professionals ...

Within the last 12 months, we have essentially seen the passage of three major pieces of federal legislation that impact retirement planning. Far and away the biggest retirement planning bill of the ...

Forbes contributors publish independent expert analyses and insights. Mike Kappel is the Founder of Patriot Software, LLC. Well, it’s been one heck of a year. I don’t know about you, but I’m ready to ...

In 2021, the requirements to qualify for the credit were actually even more generous, so you only needed a 20% drop in gross receipts versus the same quarter in 2019. Since so many businesses are ...

Vacation season is here and it’s a good opportunity to catch up on industry surveys that have been published recently. At the risk of oversimplifying, the results indicate that the retirement market’s ...

Pandemics, political and policy changes, volatile investment markets—another year under the belt. WealthManagement.com asked several retirement plan industry leaders for their thoughts on the past ...

Thanks to the COVID-19 pandemic and the resulting global recession, the 2020/21 IT budgeting cycle will look different this year. Business leaders will be tasked with reevaluating their projects and ...

Estate planning may not be popular, but it is an essential process to ensure your life’s work is appropriately taken care of after you pass. A strong estate plan benefits everyone. Do you own any ...

When the pandemic threw the world into disarray in spring 2020, most organizations responded by holding on—barely, at times. Executives assessed the impact on operations and dealt with the immediate ...