Blog Posts

Roll Over Excess 529 Funds to a Roth IRA

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

1 year ago

Liberty Bell Park – Design Day

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

2 years ago

Spring Into Service – April 2023

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

2 years ago

SECURE Act 2.0 For Businesses

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

2 years ago

Easing Into Retirement or Semi-Retirement

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

2 years ago

Generation-Skipping Transfer Tax Basics

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

2 years ago

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

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

2 years ago

Retiring in a Slowing Economy

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

2 years ago

How the Secure 2.0 Act Will Impact Retirement Plans in 2023

Legislative Highlights On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law which included the highly…

2 years ago

Updating Your W-4

The start of the new year is the perfect time to review your tax withholding and make changes if necessary.…

2 years ago