December 2019 Monthly RecapBy Mark Fissel
Posted on December 5th, 2019
Nest Opportunity Fund
The Team at Beacon Hill is proud to announce the launch of Nest. Nest is a positive impact investment fund with significant tax advantages. We invest in residential real estate located in America’s underserved communities.
Nest Opportunity Fund is appropriate for accredited investors who have over $100k in capital gains realized in the past year and a long term investing horizon. Contact us to request a “Private Placement Memorandum” for full details.
To learn more follow us on Facebook, LinkedIn & Twitter, or you can download our Investor Guide.
Charitable Giving for Retirees
by Anne Zavaglia, CFP®
QCDs are available to taxpayers age 70.5 and older who make a charitable donation directly from their IRA to a qualified charity. The distributions not only satisfy RMDs for the year but also reduce taxable income by the amount donated. Read More
2020 Contribution Limits
The IRS has announced Cost-of-Living adjustments for contribution limits to 401(k)s and other qualified plans for 2020. Contributions to IRAs will remain the same. Click here to view the chart and see how the changes will affect you. Read More
College Savings & Financial Aid
Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college. Learn more about these plans and tips on how to land a better financial aid package. Read More
The Social Security Earnings Test
Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test. Part of all your monthly benefit may be withheld if you earn too much. To help avoid surprises, take this quiz to find out what you know! Read More