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CARES ACT & RMDS for 2020

THE CARES ACT & REQUIRED MINIMUM DISTRIBUTIONS FOR 2020. . .  On March 27, 2020, The Coronavirus Aid, Relief and Economic Security Act (CARES Act) was enacted. What does this mean for Required Minimum Distributions (RMD)? Under normal circumstances,...

Secure Act & Your IRA

HOW MIGHT THE RECENTLY PASSED SECURE ACT AFFECT YOUR IRA?A piece of legislation passed into law in December 2019 has changed the landscape for IRA accounts. The “Setting Every Community Up For Retirement Enhancement” (SECURE) Act is complex web of new rules and...

Four Options For Your 401(k) When Changing Jobs

FOUR OPTIONS FOR YOUR 401(K) WHEN CHANGING JOBS. Changing jobs is one of the biggest life decisions you can make and doing so presents an important financial decision: What should you do with your former employer’s 401(k) plan? There are four options you have and...

Summer Savings

TIPS FOR HOMEOWNERS TO SAVE THIS SUMMER. This is an opportune time for many homeowners to tackle different remodeling projects around the house. Before the season officially begins on June 21, here are some tips for saving on these new additions. Use longer light...