Blog
21 Things To Do In A Down Market – April 2020
We hope you and your family have been holding up well during this time of uncertainty. When the market is down, it’s normal to feel anxious about your 401(k) or other investments. We invest your money and help build financial plans with a long-term outlook but even so, we understand that it …
The Client Connection – March 2020
The news about the spreading Coronavirus has indeed been scary and unsettling over the last two weeks or so. We have reached out to many of you, but our thoughts continue to evolve as we discover (and digest) new facts. Here are our brief thoughts to the questions that are on all of our min …
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 …
