by Cindy Joyce | Jul 29, 2020 | Estate Planning, Financial Planning, Retirement Planning
Written by: Davis Barry The SECURE Act of 2019 resulted in many well-documented changes to retirement planning, but often overlooked is its impact on estate planning. Some have referred to one of the biggest enacted changes as “The Death of the Stretch IRA”! But...
by Cindy Joyce | Jun 25, 2020 | Financial Planning, Retirement Planning, Taxes
Written by: Elissa Wurf, PhD, CPA, EA The IRS has been issuing guidance this year in the form of notices, clarifying tax changes introduced in the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) that was passed by Congress in March. The latest IRS...
by Cindy Joyce | Jun 18, 2020 | Financial Planning, Goals, Retirement Planning, Smart Spending
Written by: Jennifer Pieson, FPQP™ Budgeting is a lot like dieting; people groan when you bring up the topic (just kidding – kind of). To be effective, both budgets and diets take discipline, a long-term outlook, and, possibly, a bit of a lifestyle change. Both are...
by Cindy Joyce | May 1, 2020 | Financial Planning, Retirement Planning
Written by: Grant Wilburn Coming out of college, every new grad is excited to get into their chosen field and start earning money. For many, this initial excitement is quickly accompanied by a new thought: “When can I retire?” While not everyone has the same answer...
by Cindy Joyce | Apr 23, 2020 | Financial Planning, Investing
Written by: JT Beck While investors know that the primary function of their investment accounts is to buy and sell various securities, it may be more difficult to distinguish the unique characteristics of each type of account. There are many different types of...
by Cindy Joyce | Apr 15, 2020 | Financial Planning, Taxes
Written by: Elissa Wurf, PhD, CPA, EA Please Note: As with the updates described below, changes are being rolled out by the IRS and the states sometimes even hourly basis. Therefore, what we say now about returning RMDs below, for example, is still subject to change...
