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  • Linda.J.Lee@lpl.com
  • Clare.Sheridan@lpl.com

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Secure 2.0 Act Seeks to Boost Retirement Readiness

The SECURE 2.0 Act seeks to help Americans of all ages save and plan for retirement.

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Newsletters

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

  • Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

    These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

  • HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

    This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Calculators

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

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LPL Financial Form CRS

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