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Jul 25, 2023
Other Stuff
Rea + INVP Merger FAQs for Rea Clients
Rea & Associates is excited to announce that Investment Partners, LTD has merged with Rea & Associates, effective January 1, 2023.
Events
Learn the Who, What, Why, and How of Cash Balance Plans
Steve Renner, principal on the Rea retirement plan services team and Michael Spickard, Chief Actuary at Summit Retirement Plan Consultants LLC, explored the basics of how these niche retirement plans work, and when they make the most sense. Including real life examples so you can learn to identify prime opportunities to share this planning idea … Continued
Events
Learn About the New Retirement Plan Tax Credits Available
During this presentation, Paul McEwan CPA, principal with Rea’s retirement plan services team, will walk through the tax credits available for new retirement plans—particularly who is eligible and how much is available.
Events
SECURE 2.0 – What You Need To Know
Paul McEwan, principal with Rea’s retirement plan services team, who reviewed the new rules that impact you the most from the passage of the SECURE 2.0 Act of 2022, which was signed into law on December 29, 2022. Although some of the SECURE 2.0 changes are optional and not effective yet, you need to start … Continued
Feb 21, 2023
Article
New Year, New Me, New RMD
As you might have heard or seen, the end of 2022 brought with it the passing of a major piece of legislation that will impact taxes in the very near future, the Secure (Setting Every Community Up for Retirement Enhancement) Act 2.0, which passed on December 29.
Feb 7, 2023
Newsletter
Plain & Simple | Winter 2023
As you gear up for business in 2023, take a look at recent history to understand the changes and challenges businesses have faced: Inflation, supply chain interruptions and delays, rising interest rates, the threat of recession, and global instability. So how do we respond to the unknowns and prepare ourselves to be successful in a challenging environment? We wanted to highlight key business trends to consider for your business model.
Article
End 2022 on a High Note: Financial Planning for Small Businesses
As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future.
Article
End the Year on a Good Note: Tax Planning for Individuals
As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future.
Article
Retaining Top Talent: Think Beyond “Show Me the Money!”
Since 2021, many companies have had to pay higher salaries or wages to get new employees in the door and fill the gaps for labor shortages across the nation.
Nov 1, 2022
PR
ARCIS Technology Group Joins Rea & Associates
Rea & Associates is excited to announce that ARCIS Technology Group, Inc. has signed a contract to merge with Rea & Associates effective November 1, 2022.
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