43 Search Results for: cares

  • Debra Taylor Featured in Advisor Magazine – July 17th, 2020

    Posted on August 5, 2020

    Financial advisors who have long relied on regular client communications to drive their businesses are stepping up their game to proactively reach out to customers during these uncertain times. Largely unable to meet with consumers face-to-face, firms are making more frequent use of the telephone, social media, Zoom seminars, and special events to stay in close contact with their customers.

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  • Tax Planning in 2020: What to Expect This Year and Beyond

    Posted on June 26, 2020

    Tax Planning in 2020: What to Expect This Year and Beyond 2020 has been a new experience for tax filers. The April 15 deadline was pushed to July 15, RMDs were eliminated until 2021, and many businesses are dealing with unprecedented financial strain. With all the questions surrounding tax filing for 2020 and beyond, we put together a webinar alongside our partners at Carson to help you understand what to look for as you file this year. Jamie Hopkins, Director of Retirement Research at Carson, hosts “Tax Planning in 2020: What to Expect This Year and Beyond.” During this on-demand...read the full article

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  • Market Commentary: Fed Committed to Near-Zero Rates, S&P Dips

    Posted on June 15, 2020

    The S&P 500 dropped 4.7% last week on concerns the uptick in new coronavirus cases would persist and slow the economic rally. The surprising job growth reported two weeks ago suggested the economy was rallying more quickly than expected and boosted investor optimism. But the recent uptick in cases and hospitalizations in some states caused investors to ratchet back their expectations for how fast the economy will recover.

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  • Changes to Taxes & Retirement Planning in 2020

    Posted on June 4, 2020

    This webinar was designed to cover all questions on the CARES Act, the current state of the markets and where do we go from here? Listen to Debbie and Rob provide tips and tricks on how best to deal with the current volatility we are experiencing. Click Here to Watch the Webinar

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  • Changes to Taxes & Retirement Planning in 2020 [Video]

    Posted on June 3, 2020

    Changes to Taxes & Retirement Planning in 2020 This webinar was designed to cover all questions on the CARES Act, the current state of the markets and where do we go from here? Listen to Debbie and Rob provide tips and tricks on how best to deal with the current volatility we are experiencing.  

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  • Changes to Taxes & Retirement Planning in 2020

    Posted on June 3, 2020

    Changes to Taxes & Retirement Planning in 2020 Do you have questions about the Cares Act, The Secure Act and the current state of the market? Are you nervous about your financial future? This webinar was designed to cover all questions on the CARES Act, the current state of the markets and where do we go from here? Listen to Debbie and Rob provide tips and tricks on how best to deal with the current volatility we are experiencing. Click here to watch "Changes to Taxes & Retirement Planning in 2020" presented by Debra and Rob Taylor. Name* First Last...read the full article

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  • Roth Planning Opportunities in 2020

    Posted on May 22, 2020

    Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the…read the full article

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  • Roth Planning Opportunities in 2020 [Video]

    Posted on May 20, 2020

    Roth Planning Opportunities in 2020 Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever....read the full article

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  • Roth Planning Opportunities in 2020

    Posted on May 20, 2020

    Roth Planning Opportunities in 2020 Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever....read the full article

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  • The Week Ahead: May 11, 2020, Listen in on Debbie’s radio interview on the CARES Act and Our New Retirement Rules Card will help you navigate through the SECURE Act…all this and more in The Week Ahead!

    Posted on May 11, 2020

    Let’s not forget about the SECURE Act! With the Coronavirus at the front of everyone’s minds, the major retirement changes brought by the SECURE Act at the end of 2019 have been pushed aside. However, at TFG we know these changes cannot be ignored. Therefore, we strongly encourage you to review the New Retirement Rules card that highlights the important retirement changes brought by the SECURE Act. Feel free to contact us if you would like to discuss these topics further and determine if there is a need to adjust your retirement strategy.

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