Taylor Brown

Unlock Your Tax Credits: SECURE Act 2.0

Unlock Your Tax Credits: SECURE Act 2.0

As of tax year 2023, SECURE Act 2.0 provides generous tax credits to small companies who start qualified retirement plans. Here’s what YOUR company may qualify for!

Nevada Employee Savings Trust

Nevada Employee Savings Trust

Nevada passed legislation on June 16, 2023, to adopt a state-run savings program. The legislation will require employers that employ five or more employees and who have been in business for at least…

Minnesota Secure Choice Retirement Program

Minnesota Secure Choice Retirement Program

Minnesota passed legislation on May 19, 2023, to adopt a state-run savings program. The legislation will require employers that employ five or more employees and who have been in business for…

Hawaii Retirement Savings Program

Hawaii Retirement Savings Program

Legislation to establish the Hawaii Savings Retirement Savings Program passed in 2022. Employers who have been in business at least 2 years and have not offered or maintained a qualified retirement plan at any time during…

New York State Secure Choice Savings Program

New York State Secure Choice Savings Program

Enrollment in the New York Secure Choice Savings Program has not started yet and is still under development. As of January 2024, enrollment is not required. Currently it is suggested that…

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