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IRA
It's time to think about your IRA contribution maximums

Important tax time reminder

This is a reminder that you still have time to maximize your 2022 IRA contributions, even though it's 2023.
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Ideas how to spend your stimulus Economic Impact Payment check from the government

Three ways to spend your CARES Act stimulus check

If you've received your Economic Impact Payment from the government, here are three suggestions on what to do with it.
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Proposed federal SECURE Act could change everyone's retirement plans

SECURE Act could affect your retirement

If the SECURE Act is passed by Congress, almost everyone will have to revise their retirement plans. Learn how.
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An individual singing paperwork.

You can contribute more to your IRA in 2019

People who want to save for retirement should know the IRS has announced new annual increases to IRA contributions in 2019.
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Catholic United Financial has products that can assist with every step of life's journey.

Products for every step of life’s journey from cradle to old age

Catholic United’s brand journey is, and always has been, about the whole person and their whole life.
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A QCD is a great way to transfer funds tax-free to charity

Use this creative alternative to increase your charity and gain potential tax advantages

Life-changing tax reforms have come, and it’s time to use them to the advantage of yourself and your favorite charity.
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