by Natalie Harris | Nov 12, 2024 | Uncategorized
On November 1, 2024, the IRS announced the Cost of Living Adjustments (COLAs) affecting the dollar limitations for retirement plans for 2025. In October, the Social Security Administration announced a modest benefit increase of 2.5%. Retirement plan limits also...
by Taylor Brown | Oct 17, 2024 | Uncategorized
Regular readers will remember that we wrote in last quarter’s newsletter about the final fiduciary rule, released by the Department of Labor (DOL) in April of this year. The rule finalized a new definition of who qualifies as an investment advice fiduciary and what...
by Taylor Brown | Sep 27, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs Regular readers will remember that we wrote in July about the final fiduciary rule, released by the Department of Labor (DOL) in April of this year. The rule finalized a new definition of who qualifies as an investment advice...
by Taylor Brown | Jul 10, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs In April 2024 the Department of Labor (DOL) finalized a new definition of who qualifies as an investment advice fiduciary and what those individuals must do in order to receive a fee for providing that advice. These rules make...
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