It’s that time of year again. 2022 fair market valuations (FMVs) are required by the IRS for the assets in your retirement plan, as they are every year. These valuations must be assessed by the end of the income tax reporting year. You may be allowed to … Read More
Are you aware of how the provisions in the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act impact your retirement planning? The act’s main purpose is to provide immediate financial relief to individuals, families, and businesses that face somewhat dire financial straits due to COVID-19. It … Read More
The Setting Every Community Up for Retirement Enhancement act, also known as the SECURE Act, passed in December 2019. The new law is designed to help more Americans save for retirement. But, of course, detractors don’t agree with everything the final law imposes, such as the elimination … Read More
One of the most recent (and controversial) directives President Trump has issued regards reforming large chunks of the Dodd-Frank Wall Street Reform and Consumer Protection Act (more simply called Dodd-Frank). One aspect that’s under his radar is the fiduciary rule that would more strictly govern investment advisors … Read More
The Dow Jones hitting 20K on January 25 was quite a moment. Not only was it the first time in its history (and that would be since 1896) that the Dow has been so high, its ascent during today’s rough political climate signifies hope and confidence in … Read More
As of December 12, 2016, the Dow is up almost eight percent since the election and facing yet another record close. What does this mean for you in terms of your investing practices and goals? Are you hoping to jump in the fray and take advantage of … Read More
Most of us are well aware that not only are our federal tax returns due on April 15 every year, but that is also the deadline for contributions to be made in our individual retirement accounts for that tax-filing year. However, this year, these deadlines have been … Read More
The last week in January, the Obama administration announced a proposal, which if approved will allow retirement plans for more Americans. In the face of today’s retirement planning crisis, this is good news for many. A large number of individuals across the country are unable to participate … Read More
Three years after the initial JOBS Act became law, perhaps the most awaited for provision has come to fruition. While the JOBS Act has several elements that affect venture capitalists as well as those seeking investors, the most exciting stipulation was the anticipated allowance for average Americans … Read More
