News & Articles
Shamrock Newsletter - February
Short and sweet this month. The horizon for 2024 looks like decent economic growth - low probability of recession, inflation reduction and strong employment.
To Roll Over - or Not To Roll Over - Your 401(k)
As your career advances and you have held various positions at various companies, you could have retirement savings in several employee-sponsored retirement accounts.
What You Need To Know About Secure 2.0
The SECURE 2.0 includes a host of provisions affecting the rules for qualified retirement plans (401(k), 403(b), etc.) and their administration.
© Copyright 2020 | Shamrock Wealth Management | All Rights Reserved