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…
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…
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…
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…
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…
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…
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…
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…
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…
Updating Your W-4
The start of the new year is the perfect time to review your tax withholding and make changes if necessary.…