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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Take This Quiz: The Social Security Retirement Earnings Test

By Mark Fissel
Posted on December 2nd, 2019

Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test. […]

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November 2019 Monthly Recap

By Mark Fissel
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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Roth 5 Year Waiting Period Rules

By Anne Zavaglia
Posted on October 29th, 2019

There are some unclear and misunderstood rules that exist for ROTH IRA distributions. Qualified Distributions, which are both tax and penalty free, are distributions that […]

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