In our continued effort to assist our clients with all things pertaining to their financial well-being, the following are some proactive steps that should be explored in these uncertain times. Apply for a loan under the Paycheck Protection Program. If you own a small business, you should begin the process of applying for the SBA […]
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The challenges we face today are unique and significant. The coronavirus has unleashed uncertainty, economic pain and shelter-in-place orders for much of the population. Any one of those things alone can impact our mental health; the combination of all three can wreak havoc on us. It is completely normal to experience feelings of loneliness, fear […]
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In our last newsletter we discussed proposed retirement reform that had bi-partisan support. Although we, along with the rest of the planning community, anticipated some significant change to IRAs and RMDs for non-spouse beneficiaries, we didn’t have an actual law to work with. As of December 20, 2019, we do have a law to work […]
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Looming legislation may have an impact on plans to leave IRA accounts to adult children… Here’s why: The legislation would require certain beneficiaries to accelerate the distributions they’re required to take out of inherited IRAs. If your adult children beneficiaries are forced to take out sizeable amounts of money from the account, it not only […]
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