From expanded retirement savings options to new legislation reshaping small business taxes, our Q4 2025 newsletter highlights updates that could influence your financial future. We cover the SECURE 2.0 changes impacting 401(k) plans, the potential arrival of alternative assets in retirement accounts, and why employee ownership could be a strategic succession solution. You’ll also learn how to avoid probate with TOD deeds, what the One Big Beautiful Bill Act means for entrepreneurs, and which Social Security reforms Americans actually support.
This edition includes:
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How Has SECURE 2.0 Affected 401(k) Plans?
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Alternative Investments May Be Coming to 401(k) Plans
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Could Employee Ownership Be Part of Your Succession Plan?
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One Big Beautiful Bill Act and the Small Business Owner
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Avoiding Probate with a TOD Deed and TOD Account
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The Lock-In Effect Is Easing, But Oh So Slowly
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Saving Social Security: Which Solutions Do Americans Support?
Download the full PDF to stay informed, protect your assets, and plan confidently for the future.
