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Thinking About a Roth Conversion This Year?
By Anne ZavagliaPosted 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 […]
Learn MoreTapping Retirement Savings During a Financial Crisis
By Mark FisselPosted 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 […]
Learn MoreFour Questions on the Roth Five-Year Rule
By Mark FisselPosted 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 […]
Learn MoreMid-Year Is a Good Time to Fine-Tune Your Finances
By Mark FisselPosted 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 […]
Learn MoreCoronavirus Distributions from Workplace Retirement Plans
By Anne ZavagliaPosted 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, […]
Learn MoreIs It Time to Review Your IRA Estate Planning Strategies?
By Mark FisselPosted 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 […]
Learn MoreSECURE 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 MoreNovember 2019 Monthly Recap
By Mark FisselPosted 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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