News Blog

GRA has compiled a news feed to keep you up-to-date on

the latest financial and retirement news that could affect your wallet

See the latest headlines below.

High-Earning Retirement Savers Are Losing Some of Their 401(k) Tax Break

By GRA News Blog | August 26, 2023

As millions brace for the impending change, savers aged 50 and above are facing the discontinuation of a familiar tax advantage – catch-up contributions to…

Axios-Ipsos poll: Retirement out of reach

By GRA News Blog | August 25, 2023

Retirement Ambitions and Savings Struggles: A new Axios-Ipsos poll highlights that despite the widespread desire to retire, only half of Americans feel financially capable of…

5 tips when retiring amid market volatility

By GRA News Blog | August 24, 2023

A recent 2023 Retirement Confidence Survey by the Employee Benefit Research Institute highlighted that only 27% of retirees hold strong confidence in their retirement comfort.…

Taxes Make Exiting Your Family-Owned Business Difficult

By GRA News Blog | August 22, 2023

Embodiment of the American Dream: Crafting a Legacy as a Family-Centric Entrepreneur. A thriving business isn’t just a source of personal pride; it becomes the…

This janitor in Vermont built an $8M fortune without anyone around him knowing. Here are the 2 simple techniques that made Ronald Read rich — and can do the same for you

By GRA News Blog | August 21, 2023

As skeptics ponder the simplicity, the story of Ronald Read—an unassuming Vermont retiree—stands as a testament to the power of ordinary, masterfully executed actions. His…

Nearly 5 million Americans ‘left behind’ a shocking $300 billion in ‘forgotten’ accounts between 2021 and 2023 — how to avoid putting your retirement nest egg at serious risk

By GRA News Blog | August 18, 2023

Discover the Costly Mistake Robbing Millions of Americans: Overlooking the Impact of Abandoned 401(k)s During Job Changes. While 401(k) plans with employer matches are alluring,…

Inherited IRAs Have New Rules Again. What You Need to Know.

By GRA News Blog | August 17, 2023

The aftermath of the 2019 Secure Act’s removal of the ‘stretch IRA’ has caused perplexity, transforming the landscape for non-spouse beneficiaries who previously leveraged lifetime…

Aretha Franklin’s Will Drama Is Over

By GRA News Blog | August 15, 2023

The dramatic family feud surrounding Aretha Franklin’s will reaches resolution as a Michigan jury validates a handwritten document discovered among her belongings, settling the matter…

7 Ways to Squeeze More Money Out of Social Security for Life

By GRA News Blog | August 14, 2023

Despite an average monthly Social Security benefit of $1,787 as of May 2023, strategic planning can help to maximize these payments. Explore key strategies for…

The more you have, the more you gain: How homeownership and stocks contribute to the wealth gap in America

By GRA News Blog | August 9, 2023

In a study conducted in 2021, striking disparities in the unbanked rates between racial and ethnic households emerged transcending income levels. This survey analysis delves…