Secure Act 2.0 Part 2

Everyone thinks about finances and marketing when merging or acquiring a company but what about the HR issues? Did you realize there is actually an HR due diligence audit that should be completed? In this episode, Pandy will share some of the items leadership should consider befo ...  Show more

How does your company approach this issue? Would your employees see it as a meaningful benefit? It’s a topic we’ve discussed before, but it’s resurfacing: should companies offer bereavement leave and pay for the loss of a pet? In this episode, Pandy explores the rising interest i ...  Show more

On 1 March 2024 there will be a radical change affecting everyone who is a member of a retirement fund. This is known as the Two-Pot Retirement System and applies to any member of an employer pension/provident fund, a retirement annuity or a preservation fund as well as members o ...  Show more

Learn retirement savings strategies tailored for self-employed individuals to secure a financially stable future. How can self-employed individuals effectively save for retirement? What tailored retirement plans should freelancers and small business owners consider? NerdWallet’s ...  Show more

Retirement accounts can be the best way to secure your future--but the rules can be confusing. Laura answers four IRA questions about who's eligible, the rules for doing rollovers, and tips to retire early. Get the Money Girl book at http://MoneyGirlBook.com. Hosted on Acast. See ...  Show more

Most early retirees worry about accessing retirement funds before 59½ without penalties—but there's a legal workaround that can save you thousands in taxes and penalties. The hosts break down the Roth Conversion Ladder, a strategy that lets you convert traditional IRA funds while ...  Show more