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Recent Legislation Affecting IRAs
On December 23, 2008, President Bush signed into law the Worker, Retiree, and Employer Recovery Act of 2008 (WRERA). Contained within this law are many technical corrections to the Pension Protection Act of 2006 (PPA) affecting both IRAs and Employer Sponsored Qualified Retirement Plans. Below are three provisions in WRERA that affect IRAs. Two of which are currently in effect and one will become effective for 2010 and later plan years. Read Full Article>> CNB Rollover IRA
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Related ArticlesCustom CNB Target Date FundsThere is a new model of investing: a model based not on speculation but on the science of capital markets. Decades of research guide the way. Read about Custom CNB Target Date Funds featuring Dimensional Fund Advisors Mutual Funds. |
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This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency.
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Mark Mazzochetti, CISP
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