Monthly Economic Update – May, 2023

MONTHLY ECONOMIC UPDATE – May, 2023 Monthly Economic Update   Presented by Moorman, Harting Financial Services, Ltd., May 2023   Avantax Market Update – May 2023 In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this…

SECURE 2.0 ACT

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.…