The Week Ahead
Your Weekly News and Updates
June 29, 2020
Need a Patriotic Movie to Watch on the Fourth of July?
TIME IS RUNNING OUT! REGISTER NOW!
EXCLUSIVE CLIENT ONLY WEBINAR: THIS THURSDAY, JULY 2, 2020 AT 12:30PM!
Exclusive Client ONLY Event:
On Thursday, July 2 at 12:30pm, Candice Tse from Goldman Sachs on this Webinar, this time for clients only:
After the Run Up: Goldman Sachs on Their Outlook and the Investment Themes That Matter
Candice Tse, Managing Director, U.S. Head of Market Strategy, From Goldman Sachs will be our special guest speaker! She will be sharing their forecast for the rest of 2020.
- Find out what Goldman’s new outlook really means, straight from the source.
- Find out where the specific investment opportunities are now.
- Learn why active management matters.
- Find out what Goldman is buying and what they see for going forward.
- Gain exclusive insights from Goldman Sachs into the market recovery.
Click here to register!
Every week, we will provide you with an updated COVID-19 Index that uses stoplights to indicate the financial stress on our health, economy and markets. It reviews the critical data points and addresses where we are and then provides an Overall Assessment.
Click here to access your own copy!
IRS Guidance on Waiver of 2020 RMDs — IRS Allows January RMDs to be Paid Back to Retirement Account by August 31, 2020
As we have previously discussed, the CARES Act eliminated required minimum distributions (RMD’s) for 2020 in light of the coronavirus pandemic. As you will recall, you are not required to take your RMD for 2020, and for those who took their RMD, we were allowed to “pay it back.” By not taking the distribution, we were able to save taxes in many instances…Read More
FILE YOUR TAXES AND FUND YOUR IRAS BEFORE JULY 15
The filing and tax payment deadlines have been extended from April 15 to July 15, 2020. You also have until July 15, 2020 to contribute to your 2019 IRA. If you have already filed your 2019 returns, click here for information on how to send them to us.
RETIREMENT
Article Provided by Taylor Financial Group, LLC
CORONAVIRUS UPDATES
Article Provided by Taylor Financial Group, LLC
HEALTH AND WELLNESS
Article from Eater, Provided by Taylor Financial Group, LLC
CURRENT STATE OF THE MARKET
Published by The Carson Group, LLC
Quote of the week:
“Don’t be pushed by your problems. Be led by your dreams.”
– Unknown –
Tip of the week:
Ward off impulse buying with a 30-day list. If you feel like you have something, put it on your 30-day list. See if you still have the urge to buy it after 30 days. Chances are? You won’t.
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Have a question for Debbie about retirement planning in Allendale, NJ?
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