Retirement
Retirement Savings: 6 Things You Should Know About the SECURE Act
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe SECURE Act, a law that took effect on January 1, 2020, made significant changes to retirement savings law (the acronym stands…
Year-End Portfolio Checkup: 6 Tax-Smart Tips
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByNow is a good time to review your investment portfolio and your overall financial plans and ensure you’re doing all…
Roth Conversions: Consider Seizing the Opportunity
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByThe ideal environment to perform Roth IRA Conversions is: (1) when tax rates are low, and (2) when the market…
Coronavirus Aid, Relief, and Economic Security (CARES) Act: A Summary
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIn response to the unfolding COVID-19 global pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2+ trillion…
CARES Act Waives Required Minimum Distributions (RMDs) from Retirement Accounts for 2020
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAmong the numerous provisions of the massive aid package, the Coronavirus Aid, Relief, and Economic Security Act or CARES Act,…
Taxation Of Social Security Income
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByMost workers are well aware they pay Social Security taxes on their income throughout their career. Both you and your…