Archive for August 2023
IRS Delays Mandatory Roth Catch-Up Rule Until 2026 [Richmond Refreshers]
The IRS announced they are giving employer plans two additional years to comply with the controversial rule requiring that “catch-up contributions” for certain high-paid employees be made on a Roth…
Read MoreMatt’s Minutes: July Happenings & U.S. Credit Rating? [August 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, sums up July market events and discusses the recent downgrade for the U.S. credit rating. Or check out the Closed Captions…
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