Be Aware of Fraudulent IRS Communications

1 year ago

In today's digital age, scams and fraud have become increasingly prevalent, affecting individuals, businesses, and government agencies. One of the…

Stuff the Bus

1 year ago

In July 2023, Retirement Plan Consultants employees donated school supplies to the Salvation Army’s Stuff the Bus event. This event…

Roll Over Excess 529 Funds to a Roth IRA

1 year ago

Starting in 2024, 529 educational savings plans will become even more attractive with enhanced tax benefits. If your student receives…

Liberty Bell Park – Design Day

2 years ago

KABOOM! is in partnership with Integrity Marketing Group, a Dallas-based firm, and local businesses Premier Senior Marketing, Retirement Plan Consultants…

Spring Into Service – April 2023

2 years ago

RPC employees volunteer at local organizations and charities. In April 2023, RPC employees were encourage to serve at their favorite…

SECURE Act 2.0 For Businesses

2 years ago

Building on the 2019 SECURE ACT, the 2022 Securing a Strong Retirement Act (commonly referred to as SECURE 2.0) was…

Easing Into Retirement or Semi-Retirement

2 years ago

Retirement is not a single event. It is a process that begins long before you leave work and continues for…

Generation-Skipping Transfer Tax Basics

2 years ago

The generation-skipping transfer tax (GSTT) is another transfer tax akin to the gift and estate tax. WHAT IS THE GSTT…

How the SECURE 2.0 Act will Impact your Retirement Plan in 2024

2 years ago

Legislative Highlights As the SECURE 2.0 Act makes its way through the headlines, plan sponsors may start to feel overwhelmed…

Retiring in a Slowing Economy

2 years ago

February 2023 A well-thought-out plan for a comfortable retirement is important, even more so in a tough economy. EXAMINE THE…