What’s the difference in a Traditional IRA and a Roth?

By |2023-02-22T18:01:57+00:00February 22nd, 2023|Investing Basics|

What's the difference between a Traditional IRA and a Roth IRA? Individual Retirement Accounts (IRAs) are tools that many investors use to save for retirement. However, not all IRAs are created equal. The two most popular types of IRAs are the Roth IRA and the Traditional IRA. While both [...]

What you should know about The Secure Act 2.0

By |2023-01-23T20:13:17+00:00January 12th, 2023|Planning|

Having trouble sleeping at night? Enjoy reading enormous stacks of congressional papers? Well, you are in luck! Last month, congress signed into law Secure Act 2.0, which made a few big adjustments to help Americans increase the amount of money they are saving for retirement. The entire bill was [...]

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The CARES Act: How it might affect you

By |2020-05-26T16:09:59+00:00May 22nd, 2020|Planning|

In March, Congress passed the CARES (Coronavirus Aid, Relief, and Economic Security) Act, putting $2 TRILLION to work to help our country and the small businesses affected by the Covid-19 pandemic. Curious on how the CARES Act might affect you? Although most Lockheed employees are continuing to work from [...]

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