JUNE 12, 2020 • Financial Advisor Magazine • CHRISTOPHER ROBBINS Even though the CARES Act, Congress’s $2.5 trillion coronavirus relief provision, does not require retirees to take minimum distributions from their qualified accounts, they may want to anyway, said IRA and tax expert Ed Slott. In “Answers To Advisors’ Questions On The 2020 Retirement Tax Rules,” […]

The recent global pandemic has caused many different types of economic fallout. Many companies have suspended or lowered the matching of their employee’s 401(k) contributions. The Plan Sponsor Council of America conducted a survey. It discovered over 20 percent of large companies and organizations are currently suspending their matching contributions. A report from the Center […]

Recognize and Prevent Elder Financial Abuse Yesterday was World Elder Abuse Awareness Day. There can be many ways the elderly are abused by family or those close to them. Let’s look at abuse from a financial aspect. Financial abuse can be a complicated subject, but at its most basic level it involves taking advantage of […]

Stock Market Plunge: Have A Plan Coronavirus has been plaguing the stock market for weeks pushing the markets to record lows!  Market volatility can lead to some serious stress on the part of new and old investors alike. The constant up and down of the market can bring fear to even the most seasoned of […]

The overriding issue of this moment in time has become the growing spread of the novel corona virus. Therefore, I am going to devote this post to this issue. At the top of the page, I would like to address how Original Medicare and Medicare Advantage plans, indeed all health care plans, will deal with […]

When it comes to retiring early, some of the benefits are obvious. You get to live your life without the constraints of work, and you are able to pursue your own interests. But there are other good reasons for retiring early, and there are some reasons why retiring early is not the greatest idea. Your […]

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