Thinking About a Roth Conversion This Year?

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Posted on July 2nd, 2020

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

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Posted on July 1st, 2020

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

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Posted on May 29th, 2020

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

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Posted on May 29th, 2020

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

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Posted on May 1st, 2020

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?

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Posted on February 27th, 2020

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

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Posted 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 […]

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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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November 2019 Monthly Recap

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Posted on November 1st, 2019

Don’t Forget to Set Your Clocks Back! Daylight Savings Time ends this weekend, and it is time to “fall” back. Don’t forget to adjust your […]

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