Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover

If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA. But this isn’t […]

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Thinking About a Roth Conversion This Year?

The low tax environment coupled with market volatility makes Roth Conversions even more appealing this year. The current tax rates are set to sunset after […]

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Tapping Retirement Savings During a Financial Crisis

As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation […]

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Four Questions on the Roth Five-Year Rule

The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth […]

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Mid-Year Is a Good Time to Fine-Tune Your Finances

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the […]

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Coronavirus Distributions from Workplace Retirement Plans

Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic Security (CARES) Act[i] was signed into law on March 27, […]

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Is It Time to Review Your IRA Estate Planning Strategies?

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included […]

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SECURE Act Can Have Big Impact on your Estate Plan & Trusts

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 […]

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The SECURE Act Signed into Law

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

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Charitable Giving for Retirees

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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