by MRA Advisory Team | Jan 27, 2021 | Finances, 401(k), Fidicuary, Financial Savings, Planning, Portfolio, Retirement, Women & Wealth
Qualified cash or deferred arrangements (CODAs) permitted under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types of employer-sponsored retirement plans. How does a 401(k) plan... 
by MRA Advisory Team | Jan 13, 2021 | Investments, Millennial, Planning, Retirement, Socially Responsible Investing
Beth Wahlig, Director of SRI, will be hosting a webinar on Socially Responsible Investing on Wednesday, January 27th at 7:oo – 8:oo pm. Email Beth at bpwahlig@mraadv.com to RSVP and receive the Zoom link. Many people see the world differently and want to take a... 
by MRA Advisory Team | Jan 7, 2021 | Finances, Financial Savings, Investments, IRA, Millennial, Planning, Portfolio, Retirement, Socially Responsible Investing
Just one year ago, Congress passed the Secure Act to help people save more aggressively for retirement. But thanks to the financial beatdown that was 2020, we could all use a bit more help. More than a quarter of Americans have slowed or stopped contributing to their... 
by MRA Advisory Team | Dec 3, 2020 | Finances, Financial Savings, Investments, Portfolio, Retirement
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, and it’s likely that this percentage rose — perhaps even substantially. If you find yourself... by MRA Advisory Team | Nov 13, 2020 | Investments, Retirement, Socially Responsible Investing, WealthBuilder Investing
Align your values with your investment strategy. Demonstrate your impact MRA works with YourStake.org to access technology that can show the holistic social+environmental outcomes for a given investment portfolio. The software gathers data from 100+ sources on... 
by MRA Advisory Team | Nov 11, 2020 | Estate, Finances, Investments, IRA, Planning, Portfolio, Retirement
Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2021 is...