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Retire On Purpose, With Purpose

 
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Fiscal Responsibility Act of 2023

Jun 10, 2023 9:30:00 AM
written by The Retirement Group

The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January 2025. The legislation also includes a number of spending cuts. It is estimated to reduce federal budget deficits by about $1.5 trillion over the 2023-2033 period relative to the May 2023 baseline projections, according to the Congressional Budget Office.

Some significant provisions in the legislation are summarized below.

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posted in Financial Planning, 2023, Legislation, Fiscal Responsibility Act

Retirement Legislation Awaits Further Action

Oct 21, 2022 3:05:03 PM
written by The Retirement Group

Legislation that could benefit Fortune 500 employees and retirees with individual retirement accounts (IRAs) and retirement plans such as employees in Fortune 500 companies, is currently moving through Congress. The Securing a Strong Retirement Act of 2022 has passed almost unanimously in the House. A similar bill (with some differences), the Enhancing American Retirement Now Act, has been drafted in the Senate but will have to wait until Congress is back in session in November for further consideration. If the Senate passes its bill, the House and the Senate would need to reconcile the two bills, and then each would vote on the reconciled bill.

Some significant provisions in the proposed legislation that may aid in your Fortune 500 retirement planning are summarized below.


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posted in Financial Planning, Retirement, 2023, Legislation

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Information regarding the lump-sum payout may or may not apply to specific employees based on factors such as mergers, acquisitions, years of service, age, or the date an employee was hired.