*Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
IRS Limits on Retirement Benefits and Compensation As published in IRS News Release IR-2021-216, Nov. 4, 2021 2022 2021
Bills in both the House and the Senate aim to build on the SECURE Act passed in 2019. This legislation
The Board of Trustees for Social Security recently issued its annual report. This report states the trust fund for Social
Historically, there has been little litigation involving retirement plans. But in recent years such litigation has exploded. This began with
In August, the Department of Labor submitted new proposed ESG rules to the White House’s Office of Management and Budget
IRS Limits on Retirement Benefits and Compensation As published in IRS News Release IR-2021-216, Nov. 4, 2021 2022 2021 2020 401(k), 403(b), 457 Elective
Bills in both the House and the Senate aim to build on the SECURE Act passed in 2019. This legislation is called Securing a Strong
The Board of Trustees for Social Security recently issued its annual report. This report states the trust fund for Social Security Old Age, Survivors and
Historically, there has been little litigation involving retirement plans. But in recent years such litigation has exploded. This began with what are known as “stock
In August, the Department of Labor submitted new proposed ESG rules to the White House’s Office of Management and Budget – the last step before
IRS Limits on Retirement Benefits and Compensation As published in IRS News Release IR-2021-216, Nov. 4, 2021 2022 2021
Bills in both the House and the Senate aim to build on the SECURE Act passed in 2019. This legislation
The Board of Trustees for Social Security recently issued its annual report. This report states the trust fund for Social
Historically, there has been little litigation involving retirement plans. But in recent years such litigation has exploded. This began with
In August, the Department of Labor submitted new proposed ESG rules to the White House’s Office of Management and Budget
Licensed to practice in every state, it is the distinct honor of Wellspring Financial Partners to serve clients in 30 states throughout America. With our CERTIFIED FINANCIAL PLANNER® professionals located in both Arizona and Utah, contact us today about connecting with one of our CFP® Professionals to discover the peace and empowerment that comes from having a realistic, unique-to-you, highly personalized Financial Plan in place to provide for you and your loved ones.
Wellspring Financial Partners®
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
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