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How-Tos & Things to Know

2024 Essential Financial Figures

2024 Essential Financial Figures

Keep up to date by downloading your Essential Financial Figures guide to 2024! See key information on updated tax information, standard deductions and answeres to all your tax questions. 

2024 Personal Finance Calendar

2024 Personal Finance Calendar

Stay up to date and organized with our 2024 Personal Finance Calendar, or download your personal calendar to check off throughout the months! 

Secure Act 2.0

Secure Act 2.0

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.

The law is called SECURE 2.0, and it's a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.

The sweeping legislation has dozens of significant provisions, so to help you see what changes may affect you, we broke the major provisions of the new law into an easy to follow chart!

Qualified Charitable Distributions

Qualified Charitable Distributions

What is a QCD? Should you be making one? How do they work? 

If you are 70+ and taking an RMD, you are eligible to fulfill all, or a portion of, your required minimum distribution by a direct transfer to your favorite charity. 

By using a QCD strategy, you can maximize your charitable contributions!

Required Minimum Distributions (RMDs)

Required Minimum Distributions (RMDs)

RMD stands for Required Minimum Distribution and is when the government forces you to withdrawal a certain amount out of your IRA’s at a certain age.

We want to make sure no one pays any IRS penalties so please expect to hear from us if you have an IRA, and let us know if you don’t see all your accounts in eMoney!