Much Ado About RMDs

The SECURE 2.0 Act, passed in late 2022, included numerous provisions affecting retirement savings plans, including some that impact required minimum distributions (RMDs). Here is a summary of several important changes, as well as a quick primer on how to calculate RMDs. What Are RMDs? Retirement savings accounts are a great way to grow your…

October 2023 Market Recap

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November 2023 IAC Video Update

Corporate Retirement Plan Services: David Mejia, CPFA®

A message from Koss Olinger’s Retirement Plan Advisor, David Mejia, CPFA® At Koss Olinger, we will help you select excellent service providers for your company’s retirement plan and appropriate investment options for the plan participants. Once those selections are made, we will help monitor the service providers and investment options periodically to ensure the…

Put Your Money Where Your Values Are

Financial worries are often cited as a major source of stress. For example, a 2021 study found that even before the pandemic and subsequent economic downturn, a majority of Americans said they felt stressed or anxious about their finances. Similarly, in 2022, research revealed that more than seven out of 10 financial planning clients experienced…

Quarter Three Market Review

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