SECURE Act 2.0: Impact in 2023 and Beyond
In December 2022, Congress passed another massive tax bill, updating a number of provisions to assist Americans saving for retirement. This is commonly known as SECURE Act 2.0. Here are some highlights:
Roth IRA Conversions in a Down Market
While many investors saw their account values drop in 2022, there may be a silver lining. Perhaps this is an opportunity to do a Roth Conversion. First, what’s the difference between a Traditional IRA and a Roth IRA?Both types of IRAs are designed to help you save for retirement while providing tax-favored treatment. Essentially, the […]
Understanding Inherited IRAs
The rules around Inherited IRAs changed in 2019 with the passage of the Secure Act. Regulations released in 2022 outline the process, and the choices a beneficiary has are now a little more complex. I hope this will help you determine what rules apply to your situation, and decide the best choice for you.
3 Reasons to Give Away Appreciated Stock
As the stock market continues to recover, perhaps you’ve seen significant gains in your portfolio, or maybe you invested in a stock that skyrocketed and now your portfolio is out of balance. If you have a heart for non-profits, we have some goo
Teach Your Kids How to Set Sail with Finances
Do you feel like you’ve missed the boat when it comes to educating your kids about finances? It’s not too late to teach them these four basic principles.
Retirement Planning: A Holistic Approach
As part of our commitment to continual learning, advisors often participate in events designed to sharpen our skills and keep updated with what’s new. Tracy recently attended the InvestmentNews Retirement Income Summit Virtual Event. Tim sat do
Weekly Market Update – July 24
Market action was mixed this week, leaving stocks little changed for the week. Early on, good news flowed as earning season began and progress continued on a potential new stimulus package. On Thursday, the tech sector came under pressure as this ove
Highlights of the CARES Act
CARES Act for Individuals – On Friday, congress passed, and the President signed into law, the Coronavirus Aid, Relief and Economic Security (CARES) Act. In addition to providing support to small businesses, the bill provides measures to help individual
October 2019 Market Insight
The so-called “Great Recession” ended more than 10 years ago. Since then, the U.S. economy has been in the longest recorded expansion in history. But good times don’t last forever. Because you’ve probably been hearing a number
