A series of new rules related to retirement savings became law as part of the SECURE Act. 2.0. Here are a few highlights that may impact our clients and their families.
Continue reading1st Quarter 2023: SECURE Act 2.0
1st Quarter 2022: Required Minimum Distributions
For the first time since 2002, the IRS has updated life expectancy tables which determine Required Minimum Distributions (RMDs) for individuals who are subject to mandatory annual withdrawals from retirement accounts.
Continue reading1st Quarter 2021: Comprehensive Tax Reform
With the passage of the American Rescue Plan now in the rear-view mirror, attention is shifting to how the
new administration and Congress will attempt to move forward with plans for comprehensive tax reform.
1st Quarter 2020: The Secure Act; New Retirement Account Rules
Recently signed legislation under the SECURE Act will impact current Individual Retirement Account (IRA) owners and their future beneficiaries.
Continue reading3rd Quarter 2019: Identify Theft, Minimizing Your Risk
Identity theft occurs when someone uses your personal information to commit fraud or other crimes.
Continue reading1st Quarter 2019 Planning Basics for Young Workers
Younger workers who are in the asset accumulation phase of life often have financial objectives and face risks that are different from those of older cohorts.
Continue reading3rd Quarter 2018: Beneficial Planning
Preparing for the succession of assets is a critical step in any sound financial plan.
Continue reading1st Quarter 2018: New Provisions to Consider Under the Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act was signed into law on December 22, 2017.
Continue reading3rd Quarter 2017: Navigating the Medicare Maze
Those who are approaching the Medicare eligibility age of 65 have a multitude of health insurance options to choose from, beyond basic Medicare.
Continue reading1st Quarter 2017: Retirement Account Rules After Age 70 ½
The rules governing retirement account contributions and distributions often change for individuals age 70 ½ and older.
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