Keatley Wealth Management has Merged with Modera
Keatley Wealth Management (KWM), an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera. The merger was official as of January 1, 2020.
Modera Adds New Owners
Modera Wealth Management, LLC has announced that it recently added eight colleagues to its ownership group.
New Year, New Retirement Plan Contribution Limits
Good news. Once again the IRS has increased the employee contribution limit for 401(k) and other retirement plans in 2020. The contribution limit has been increased from $19,000 in 2019 to $19,500 in 2020 for employees participating in the following types of employer-sponsored retirement plans:
Does the SECURE Act Affect Me?
The new Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed by Congress and signed into law by President Trump in December 2019. The law will take effect on January 1, 2020.