.png)
Retirement Planning Resources
- HKS
- Sep 10, 2025
- 1 min read
We’re sharing this article to keep you informed of very important developments in light of the Social Security Fairness Act of 2023 which was signed into law on January 5, 2025. This may lead to significant changes for you or those who you love. If that is the case, please reach out to us as soon as possible to discuss these changes in light of your financial plan.
Pre-retirees with the appropriate risk tolerance and time horizon often take advantage of the upside potential of equity investments to accumulate assets for retirement. Many also believe that maintaining their equity positions during retirement will provide the best long-term return on their account.
Through the he House Ways and Means Committee recently passed $2.1 trillion in tax hikes that will help fund President Joe Biden’s American Families Plan. Among their proposals are the elimination of backdoor Roth and mega backdoor Roth IRA conversions. Both of these provisions could affect your clients who earn too much to contribute to a Roth IRA and those who want to ramp up their Roth account balances.
In this video, we explain all you need to know about a my Social Security account, its benefits to you and where you can go to create your own personal account.