CARES Act – Impact on IRAs and Retirement Plans

By Anne Zavaglia
Posted on April 2nd, 2020

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).  This stimulus package is designed to […]

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Is It Time to Review Your IRA Estate Planning Strategies?

By Mark Fissel
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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Do Target-Date Funds Hit the Bull’s-Eye for You?

By Mark Fissel
Posted on February 27th, 2020

More than half of 401(k) participants have assets invested in target-date funds.1 These “all-in-one” funds are often the default option in workplace plans, and their apparent […]

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

By Anne Zavaglia
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 Offers New Opportunities for Individuals and Businesses

By Mark Fissel
Posted on January 27th, 2020

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending […]

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Tips for Targeting Your Retirement Savings Goal

By Mark Fissel
Posted on January 27th, 2020

What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of […]

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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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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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FIRE: Four Things You Need to Know About This Hot Retirement Movement

By Mark Fissel
Posted on December 2nd, 2019

Many workers look forward to the day they can finally retire, and for some, an early retirement would be a dream come true. Others are […]

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