Company intelligence
Impact Financial Planning
About Impact Financial Planning
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC (www.finra.org, www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Verified activity
Signals from Impact Financial Planning
10 published signals
Legal & Regulatory
Impact Financial Planning notes that the minimum required contribution (MRC) for the 2025 plan year is generally due 8½ months after year-end under IRC §430(j) on September 15, 2026 for calendar-year single-employer plans.
Reported by Impact Financial Planning
Research & Knowledge
Impact Financial Planning published a chart comparing the S&P 500 against the 2-year Treasury yield over the past three months.
Reported by Impact Financial Planning
Research & Knowledge
Impact Financial Planning published a chart comparing the S&P 500 against the 2-year Treasury yield over the past three months.
Reported by Brian Marois, AAMS®
Customers & Market
Impact Financial Planning provides coordination for Medicare IRMAA and Medicare Part B premiums, including annual enrollment periods and Roth conversions.
Reported by Impact Financial Planning
Customers & Market
Impact Financial Planning provides coordination for Medicare IRMAA and Medicare Part B premiums.
Reported by Brian Marois, AAMS®
Research & Knowledge
Impact Financial Planning published a chart comparing the S&P 500 against an oil proxy over the past three months, starting at 100.
Reported by Brian Marois, AAMS®
Legal & Regulatory
Impact Financial Planning provided information on the IRS Notice 2025-67 setting the 2025 wage threshold at $150,000 for 2026 catch-up contributions.
Reported by Brian Marois, AAMS®
Legal & Regulatory
Impact Financial Planning explained the SECURE 2.0 requirement for 2026 catch-up contributions to go into a designated Roth account.
Reported by Brian Marois, AAMS®
Legal & Regulatory
Impact Financial Planning provided information on the SECURE 2.0 Act and IRS regulations regarding 2026 catch-up contributions.
Reported by Brian Marois, AAMS®
Legal & Regulatory
Impact Financial Planning provided information on the IRS limit increases to $24,500 for 2026 employee deferrals and $7,500 for IRA limits.
Reported by Brian Marois, AAMS®