The Week Ahead – February 24, 2020: Lesser Known Provisions of the SECURE Act

The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to …

The Week Ahead – February 10, 2020: The SECURE Act’s 5 Most Advantageous IRA Changes

True, the SECURE Act has eradicated the stretch IRA, but the new law does include provisions that are favorable to many. And eligible individuals may start taking advantage of these benefits immediately. On December 20, 2019, the Further Consolidated Appropriations Act, 2020 (FCAA) was sign …

The Week Ahead – February 3, 2020: 3 Roth Conversion Traps to Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future. The Tax Cut and Jobs Act lowered taxes for …

The Week Ahead – January 27, 2020: 5 Things You Need to Know About The SECURE Act

The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know. The SECURE Act, passed in late 2019, is by far the biggest retirement-oriented legislation to b …

The Week Ahead – January 20, 2020: How The SECURE Act Will Change Retirement

President Trump signed the SECURE Act this week as part of the government’s spending bill and it will inevitably affect most retirement savers, for better or worse. The SECURE legislation — which stands for “Setting Every Community Up for Retirement Enhancement” — puts into place numerous p …

The Week Ahead – January 13, 2020: How Does the SECURE Act Impact Your RMDs?

The SECURE Act, which went into effect Jan. 1, 2020, significantly changes the Required Minimum Distribution (RMD) requirements for inherited accounts and increases the age that you are required to start your RMDs to age 72, if you did not reach age 70.5 by the end of 2019. For more on this …

The Week Ahead – January 6, 2020: Pros, Cons and Possible Disasters after SECURE Act

Sweeping retirement changes were just signed into law that bring both positives (for savers) and potentially disastrous consequences (for heirs). Here are five important things everyone should do right now. The Setting Every Community Up for Retirement Enhancement (SECURE) Act was attached …

Our Best of 2019: Take A Ride With Us Down Memory Lane

At Taylor Financial Group, our sole focus is on our clients and providing an amazing client experience to all of you. Indeed, we are proud to say that in 2019 we had 98% client retention. More than 58% of our clients have been with us for more than 10 years. And many of you have …

The Week Ahead – December 30, 2019: The SECURE Act and Retirement

On December 20, 2019, the President signed the SECURE Act into law. This legislation makes significant changes to retirement accounts and retirement planning. The Bill will make it easier for small businesses to offer 401(k)’s, and to include annuities in retirement accounts. The most …

The Week Ahead – December 23, 2019: The SECURE Act and Estate Planning

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, which passed the House in a 417-3 vote and will now likely pass the Senate by unanimous consent, will probably change your estate planning. Under the previous rules, we could ‘stretch’ IRA distributions to non-s …

The Week Ahead – December 16, 2019: Steps to Help You Retire Early

AMERICANS TEND TO retire in their 60s, but some people want to retire sooner so they have time to pursue other interests. Early retirement generally requires a serious commitment to saving and maintaining a frugal lifestyle. Although there are no guarantees, there are steps that can be take …

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