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Money Managers, Inc.
Turning 70 brings new tax considerations—from RMDs to Social Security coordination and charitable strategies. Learn what changes after 70 and how to think proactively about See more
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This Financial Literacy Month, we are here to remind you that when you take the time to understand your finances, the benefits go far beyond See more
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Qualified Charitable Distributions (QCDs) allow IRA owners age 70½ and older to donate directly to charity while potentially reducing taxable income. Learn how QCD rules See more
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April is Financial Literacy Month, making it a great time to check in on your team's knowledge of their 401(k) plans. These plans can be See more
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How and when you withdraw from your 401(k) can significantly impact your retirement taxes. Learn strategies around tax brackets, RMD timing, and coordinating withdrawals with See more
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As an employer, understanding the classification of highly compensated employees (HCEs) is key to maintaining compliance and ensuring your retirement plans align with IRS nondiscrimination See more
Money Managers Blog
What Happens to Your 401(k) During Major Business Transitions
Major business changes such as mergers, acquisitions, or restructurings can raise important questions about how a company’s retirement plan will be handled. Because a 401(k)...
Q1 2026 Markets and Economy: Shifts, Strain, and What Comes Next
The first quarter of 2026 delivered strong early momentum followed by mounting uncertainty. Markets cooled, economic signals became mixed, and geopolitical shocks added pressure. This...
How Employer Matching Strengthens Your 401(k) Strategy
Employer matching is one of the most impactful tools businesses can use to enhance retirement benefits and improve long-term financial security for their teams. Understanding...
February 2026 Financial Market Update (Rewritten Version)
In the early months of 2026, the U.S. economy continued to expand at a pace above its long-term trend, supported largely by steady consumer activity...
How the December 2025 Fed Rate Cut Could Shape Your Financial Future
The Federal Reserve wrapped up 2025 with a policy move that is already sparking conversations across financial circles. On December 10, the Fed lowered its...
Financial Articles
Finacial Tips for New Graduates
Fiancial Tips for New Graduates Presented by Marc Aarons I hope you’re doing well! If you or a[…]
Financial Market Update – Week of 4/20/26
U.S. stocks rallied broadly last week. Solid early earnings reports and signs of easing tensions in the Middle East[…]
Financial Literacy Month – April – Help Employees Understand Their 401(k)
Financial Literacy Month – April – Help Employees Understand Their 401(K) By Marc Aarons April is Financial Literacy Month,[…]