There have been several recent legislative changes regarding taxes and specifically their impact on taxes in retirement plans that are worth highlighting.

After nearly 20 years of living and working in Manhattan, 9/11 happened.  It was jolting and jarring and had a big impact on my life – both personally and professionally.   The current emotional energy of COVID-19 brings me back to that time.  While the events are completely different, the emotions are strikingly similar:  fear, uncertainty, love, compassion, helplessness and urgency.

In an effort to help, the government recently passed a spending bill which included legislation aimed at addressing worries about retirement readiness.

The IRS extended the last day of the initial remedial amendment period for Section 403(b) plans from March 31, 2020, to June 30, 2020.

Being virtual doesn’t have to limit you!

With schools throughout the country switching to video classrooms, teachers have had to quickly adapt and reach their students virtually.

A message from National Life’s CEO Mehran Assadi

Built on over 170 years of keeping our promises, our financial strength is rock solid.

We’re proud of our balance sheet, our ranking as a top 10 life insurer* and one of the fastest growing life insurance companies in America.**

At National Life Group, it is our vision to Bring Peace of Mind to everyone we touch.

We know COVID-19 is having a dramatic impact on your lives, your employees and overall sense of security. So, we want to take a moment to assure you of something that’s not just good, it’s great!

To wear a mask or not?  Proper Social Distancing etiquette?  Confusing right?  

You are not alone, there has been a lot of confusion out there lately.  The confusion has been especially true in education as almost overnight most of my friends and family have become educators.