Posts in Planning & Life Issues
Retirement and Other Savings Accounts - New Tax Law

This handout contains an overview of the new tax law that was signed into law on December 22, 2017. This overview focuses on the changes to retirement accounts, education savings accounts, and ABLE accounts.

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Pension Income Planning

This handout outlines some of the considerations for an employee who is selecting a pension option. The handout provides a description of a potential financial limitation of choosing the wrong type of pension payout and a strategy to consider to alleviate drawbacks of the various choices.

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