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?
