by David Gensler | Aug 25, 2023 | retirement, retirement planning, retirement plans, Webinar
SECURE 2.0 WEBINAR – What do you need to know? We are pleased to present a webinar presented by David I Gensler and Frank Grande discussing SECURE 2.0. The hour long webinar discuss the key provisions of SECURE 2.0 and its impact to retirement plans. We delve into the...
by David Gensler | Sep 10, 2021 | newsletters
People get divorced and people die. Those are just facts of life. And after a divorce is finalized, folks need to put their new lives in order. Changes are made to the beneficiaries on their life insurance policies and wills get changed. New, separate bank...
by David Gensler | Sep 10, 2021 | newsletters
Section 201 of the Setting Every Community Up for Retirement Enhancement (SECURE – our government will do almost anything for an acronym) permits an employer to adopt a retirement plan after the close of the employer’s tax year. This provision applies to plans...
by David Gensler | Sep 10, 2021 | newsletters
In Saturday’s Wall Street Journal, an article appeared on a strategy known as the mega-backdoor Roth conversion. We all know that contributions to a Roth account are made with after-tax dollars and that the earnings grow on a tax free basis. The article referenced...
by David Gensler | Sep 10, 2021 | newsletters
Lost in the tumult of the last few weeks is a rather significant piece of pension legislation that was buried in the Consolidated Appropriations Act, 2021 that was signed into law on December 27, 2020. You know it more for its granting an extra $600 to Americans that...
