4 Ways Women Can Win with the SECURE Act

admin January 28th, 2020

The SECURE Act, which became law just before Christmas, was designed to help Americans save for retirement and includes provisions that address some of these issues.

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4 Estate Strategies for Affluent Retirees Under the SECURE Act

Successful estate planning takes taxes into consideration, and some significant retirement legislation that just became law changes the equation on that. Here are four specific ways to protect your heirs and yourself.

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5 Things Affluent Retirees Should Do Now that the SECURE Act Has Passed in Kiplinger

admin December 23rd, 2019

What’s clear to anyone who has been paying attention is that there are wide-reaching planning implications that will affect different communities in different ways. Also clear: The new law will not “enhance” everyone’s retirement. Below is advice for retirees and those who are about to retire with what should be enough resources to last through their golden years.

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Retirement investment advice

Giving to Charity: Strategies to Ensure a Tax and Human Benefit Under New Tax Law

admin March 16th, 2018

Changes to the tax law in 2018 have taken away most people's ability to deduct charitable contributions. But there are still a few options to consider in order to give and still receive. The Tax Cuts and Jobs Act (TCJA) went into effect on Jan. 1. It will take several years to figure out all of the winners and losers, but some of the obvious losers are universities, charities, churches and foundations.

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Wealthiest financial advisors

Winners and Losers in the New Tax Law (Including #MeToo)

admin March 16th, 2018

On Dec. 20 Congress passed the Tax Cuts and Jobs Act of 2017 (TCJA), and President Trump signed it shortly after. This law, most of which will become effective on Jan. 1, dramatically changes our tax environment. New financial planning strategies will emerge in the coming months and years.

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Wealth and retirement solutions

Retirement Income Strategies for the 1%

admin March 16th, 2018

It’s a good problem to have, but the nation’s wealthiest folks have a few extra challenges to address when making decisions about their withdrawal plan in retirement. While the 1% is a loosely defined, income-determined social class, we often assume that its members have so much money that they don’t need to plan for retirement.

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retirement wealth specialists

4 Must-Dos Before Retirement

admin March 16th, 2018

I’ve seen too many people get too late a start on these four essential retirement checklist items.There is a laundry list of financial items you should tackle before you retire. After meeting with several hundred people who have recently retired, or are about to, I have concluded that the vast majority of people are not overthinking it.

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financial advice for retirement planning

Retirement Income Strategies for our Next Bear Market

admin March 16th, 2018

The origins of the 4% rule can be traced all the way back to a study by the Harvard endowment in 1973. More frequently cited is the research from financial planner Bill Bengen.

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Named by Barron's as the 22nd Top Wealth Advisor in Virginia