Broker Check

2020 Newsletter

01-2020

  • New I.R.S. Contribution Limits
  • The Secure Act
  • 2019 IRA Deadlines Are Approaching

02-2020

  • Health Care Costs Are Cutting into Retirement Preparations
  • Annual Financial To-Do List
  • Ways to Fund Special Needs Trusts

03-2020

  • Coronavirus & More
  • That First Distribution from Your IRA
  • Tax Considerations for Retirees


04-2020

  • How Women Can Prepare for Retirement
  • Key Provisions of the CARES Act
  • Traditional Vs. Roth IRA


05-2020

  • Federal Student Loan Relief
  • Details on the Tax Deadline Extension
  • Roth IRA Conversion in the Era of COVID-19


06-2020

  • Eldercare Choices in the COVID -19 Era
  • College Funding Options
  • The Pros and Cons of Early Retirement Plan Rollovers


07-2020

  • Retirement Plan Options for Small Businesses
  • Who is Your Trusted Contact?
  • Before your Claim Social Security

08-2020

  • Keep your Life Insurance when you Retire
  • Starting a Roth IRA for a Teen
  • What is a Reg BI?