The SECURE Act Signed into Law

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Posted on January 2nd, 2020

President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, into law December 20, 2019.  Included in […]

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Charitable Giving for Retirees

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Posted on December 3rd, 2019

Retirees age 70.5 and older must take required minimum distributions (RMDs) annually from their Traditional IRA accounts. The RMDs are counted as taxable income in […]

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Roth 5 Year Waiting Period Rules

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Posted on October 29th, 2019

There are some unclear and misunderstood rules that exist for ROTH IRA distributions. Qualified Distributions, which are both tax and penalty free, are distributions that […]

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Leverage Your 401(k) to Build Roth Earnings

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Posted on September 3rd, 2019

Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way to contribute to a Roth when they are not eligible to […]

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Understanding the SEC’s expanded new rules for broker conduct

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Posted on July 2nd, 2019

The death of the U.S. Dept. of Labor’s Fiduciary Rule last year left a hole in efforts to expand “rules of the road” for fiduciary […]

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The House Passes the SECURE Act

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Posted on May 30th, 2019

Many Americans do not have enough saved for retirement, with only 51% of workers having access to a work place retirement plan[i]. In an effort […]

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April 15 Tax Deadlines

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Posted on March 22nd, 2019

New for the 2018 tax year, forms 1040A and 1040EZ are no longer available. Individuals will use Form 1040 to file returns. If you are […]

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Social Security Survivor Benefits

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Posted on March 22nd, 2019

Social Security may pay benefits to eligible family members when a person dies, helping to make their financial life easier About 10% of the approximately […]

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Qualified Business Deduction for Real Estate

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Posted on February 4th, 2019

Business owners will be able to deduct 20 percent of their qualified business income on their 2018 federal income tax return. The 20% pass through […]

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Will the Shutdown Affect Tax Season?

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Posted on January 7th, 2019

We are currently experiencing the longest shutdown in since the Congressional Budget Office was created. A number of departments and agencies have been shutdown including […]

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