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SECURE Act Can Have Big Impact on your Estate Plan & Trusts
By Anne ZavagliaPosted on January 30th, 2020
Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have […]
Learn MoreThe SECURE Act Signed into Law
By Anne ZavagliaPosted 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 […]
Learn MoreCharitable Giving for Retirees
By Anne ZavagliaPosted 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 […]
Learn MoreRoth 5 Year Waiting Period Rules
By Anne ZavagliaPosted 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 […]
Learn MoreLeverage Your 401(k) to Build Roth Earnings
By Anne ZavagliaPosted 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 […]
Learn MoreUnderstanding the SEC’s expanded new rules for broker conduct
By Anne ZavagliaPosted 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 […]
Learn MoreThe House Passes the SECURE Act
By Anne ZavagliaPosted 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 […]
Learn MoreApril 15 Tax Deadlines
By Anne ZavagliaPosted 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 […]
Learn MoreSocial Security Survivor Benefits
By Anne ZavagliaPosted 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 […]
Learn MoreQualified Business Deduction for Real Estate
By Anne ZavagliaPosted 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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