The SECURE Act of 2019

The U.S. Congress often uses the tax code to influence the behavior of American citizens. For example, it is in our nation’s best economic interest to have a robust real estate market. Therefore, our tax code provides many favorable tax provisions related to home ownership. It is also in our best interest to have people support charitable causes. Therefore, the tax code offers numerous tax deductions for gifts to charitable organizations. In a similar fashion, it is in our nation’s best interest for individuals to save sufficiently so they are capable of financially supporting themselves during retirement. Therefore, our tax code contains numerous tax advantages for employer sponsored qualified retirement plans and individual retirement accounts (IRAs).

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Shifting from “Special Needs Planning” to “Wealth Care”

The phrase “Special Needs Planning” carries about as many stereotypes as the title “Financial Advisor”.  Many consider Special Needs Planning to be a task for parents of children with disabilities, or the establishment of a special needs trust, or determining caregivers in a Letter of Intent; however, we believe proper Special Needs Planning covers many

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Timely Financial Advice Post

Test Test

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Insight

Insight