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SECURE Act 2.0 - what is in the SECURE Act and how does it impact you.

SECURE Act 2.0 – What Is In It And How Does It Impact You?

January 30, 2023January 9, 2023 by Professor B.T. Effer

The SECURE Act 2.0 was signed into law in the end of 2022 and has some major positive changes for retirement savings. What is in the bill…

Categories Annuity, college, Debt, Employer Benefits, Insurance, Personal Finance, Retirement
Employee stock purchase plans (ESPP) or employee stock ownership plans (ESOP)

Employee Stock Purchase Plans (ESPP) – What Are They And Should You Participate?

January 30, 2023November 11, 2022 by Professor B.T. Effer

Employee stock purchase plans (ESPP) are company run programs that allow you to purchase company stock at large discounts to the current …

Categories Employer Benefits, Personal Finance

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