January 2020 Monthly Recap

By Mark Fissel
Posted on January 6th, 2020

The SECURE Act Signed into Lawby Anne Zavaglia, CFP® President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the […]

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The SECURE Act Signed into Law

By Anne Zavaglia
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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Key Retirement and Tax Numbers for 2020

By Mark Fissel
Posted on December 31st, 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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Hindsight Is 2020: What Will You Do Differently This Year?

By Mark Fissel
Posted on December 31st, 2019

According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do […]

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Socially Responsible Investing: Aligning Your Money with Your Values

By Mark Fissel
Posted on December 31st, 2019

Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing interest has moved it into […]

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December 2019 Monthly Recap

By 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 […]

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Charitable Giving for Retirees

By Anne Zavaglia
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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2020 Contribution Limits

By Mark Fissel
Posted on December 3rd, 2019

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. See […]

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What are the new HRA options that will be available to employers in 2020?

By Mark Fissel
Posted on December 2nd, 2019

Health reimbursement arrangements (HRAs) are employer-sponsored accounts that help employees pay for health-care expenses on a tax-advantaged basis. An employer establishes HRA accounts on behalf […]

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Do Gift Cards Expire?

By Mark Fissel
Posted on December 2nd, 2019

Gift cards are popular and convenient gifts (to give and receive) for many occasions. But is it possible for gift cards to expire before they’re […]

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