retirement savings Archives - Everhart Advisors

Employer Newsletters

IRS Issues Guidance on Withdrawals for Domestic Abuse Victims

In late June, the IRS issued a notice providing critical guidance on early withdrawal penalty exemptions under the SECURE 2.0…

Employer Newsletters

The Magic Number Gap: Bridging the Divide Between Expectations and Reality

A troubling trend has emerged in the retirement planning space: The “magic number” — or amount of money Americans believe…

Employer Newsletters

When It Comes to 401(k) Beneficiaries, Where There’s a Will There Isn’t Necessarily a Way

Beneficiary designations are a critical yet often neglected aspect of retirement plans. Many participants mistakenly believe that their retirement plan…

401(k)

The Hidden Costs of 401(k) Loans

The Dilemma The number of times I hear, “Taking a 401k loan is a great idea. You pay yourself back…

Employee Memos

Retirement Planning Memo

This month’s employee memo shows participants how much they can save between a 10 and 30 year time period and…