Clarification on 2020 IRA RMD Changes

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Clarification on 2020 IRA RMD Changes

Important Tax Update

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Important Tax Update

CARES Act Provisions

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CARES Act Provisions

Market Update Town Hall Webinar Recording

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Market Update Town Hall Webinar Recording

Market Update Town Hall Webinar Recording

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Market Update Town Hall Webinar Recording
Unwinding Timeshares

Unwinding Timeshares

While timeshares can offer access to an exciting vacation destinations, they often lose their luster and benefits go underutilized. So, what happens when you want out? Unfortunately, timeshare contracts can be difficult to unwind, and additional complexity arises in determining what will happen to the timeshare upon your passing. What happens if I pass while […]

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Unwinding Timeshares
Coronavirus Update

Coronavirus Update

By now you know, on December 31, 2019, China reported a cluster of cases of pneumonia in people associated with the Huanan Seafood Wholesale Market in Wuhan, Hubei Province.  A week later, Chinese health authorities confirmed that this cluster was associated with a novel coronavirus now identified as COVID-19.  By January 30, 2020, a total […]

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Coronavirus Update
Why Do I Need a Durable Power of Attorney?

Why Do I Need a Durable Power of Attorney?

What happens if you’re in an accident and can’t communicate?  Or if you suffer a brain injury and need funds transferred to pay your mortgage? You may be wishing you’d executed a Durable Power of Attorney (POA). A Durable POA allows you to appoint someone as an “agent” to step in and handle your finances […]

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Why Do I Need a Durable Power of Attorney?
Understanding the SECURE Act

Understanding the SECURE Act

On December 20th, a significant piece of retirement planning legislation was quietly passed into law, incorporated into the spending and tax extenders bill. The Setting Every Community Up for Retirement (SECURE) Act is focused on aiding Americans’ ability to save for retirement. It seeks to address flaws in the system which have contributed to the […]

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Understanding the SECURE Act
Are You Ready to Roth?

Are You Ready to Roth?

When you turn 72 (age 70.5 if born before July 1, 1949), you are required to withdraw funds from your traditional IRA. The amount, your Required Minimum Distribution (RMD), is calculated based on your age and account balance. This distribution, like all other withdrawals from a Traditional IRA, is taxable. Roth IRAs on the other […]

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Are You Ready to Roth?