Plootus

The Week in US Finance: Our newsletter breaks down the key financial stories impacting the markets this week. #donaldtrump #tariffs #consumerindex #usa #news

A Senate bill aims to allow #403b plans to include collective investment trusts (CITs), a popular option in #401k plans. While tax laws under the SECURE 2.0 Act paved the way, federal securities laws still restrict CITs in 403b accounts. Supporters hope this bipartisan effort will pass as part of broader legislation. Stay informed about the future of your investments and discover how Plootus can help you optimize your retirement strategy! #bills #senate ##retirementplanning?#retirementgoals #financialplanning #financialgrowth #investment #tax #laws https://lnkd.in/dtNYd-G7

Restating your 403b plan? PLANSPONSOR explains everything you need to know! Pre-approved plans must align with IRS-approved documents between January 1, 2025, and December 31, 2026. However, if you use an individually designed plan, rest easy—no restatement deadline applies, though amendments may still be required. Stay ahead of compliance requirements and secure your future. For a smarter way to navigate retirement planning, let Plootus be your retirement guide! #401k #403b #retirement #retirementplanning #retirementplans #irs #amendments #government Internal Revenue Service https://lnkd.in/dfsDVWj7

Don't Miss Out: Top 3 Investor Takeaways! | A newsletter by Plootus | 22 November 2024 Plootus can help you plan a happy retirement, for FREE! Check our app and website now! #PMI #economy #bitcoin #DonaldTrump #ETF #USEconomy

Retirement isn’t just about saving—it’s about managing your investments wisely when you get there. Whether you stick with the traditional path (shifting more into bonds as you age) or consider innovative strategies, your choices matter! ?? Bonds, annuities, and even Social Security can play a pivotal role in creating a balanced portfolio. Want to know more? Head over to this article by MarketWatch! #socialsecurity #investments #portfolio #bonds #annuities #retirement #retirementgoals https://lnkd.in/dTETT-S2

Morgan Stanley just published its 2024 #Retirement #Plan Survey. This report includes insights into how #401k plan sponsors are strengthening their plans and navigating a dynamic retirement benefits landscape. https://lnkd.in/due_GguH

?? Sustainable Investing, Made Simple ?? Incorporating ESG investments into your retirement plan is easier than ever. Define your values, diversify smartly, and monitor your progress for a greener and wealthier future. Start making your money work for the planet and your retirement! Check out our page for part 1! #SustainableInvesting #ESGInvesting #EthicalInvesting #ImpactInvesting #GreenInvesting #ConsciousInvesting #ResponsibleInvesting #ClimateChange #Sustainability #SocialImpact #FinancialPlanning #RetirementPlanning #FinancialFuture #WealthManagement #ImpactfulFinance #GreenFinance

The Internal Revenue Service and U.S. Department of the Treasury have issued guidance on including long-term part-time employees (LTPTEs) in 403b plans starting 2025, aligning with SECURE 2.0. This update ensures broader retirement access, following earlier regulations for 401k plans. Read along to know more about this informative article by Crowe! Plan smarter for your future with tools like Plootus—empowering you to make the most of these developments! #irs #retirement #regulations #governement #401k #403b https://lnkd.in/dKA9RBsj

A federal judge ruled that Google maintained a monopoly on search through its traffic acquisition agreements, violating antitrust laws. The U.S. Department of Justice is reportedly asking the same judge to force Alphabet Inc. to sell #Chrome. https://lnkd.in/enEP2Azi