Planning Commentary
February 11, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
February 10, 2020
This article applies to IRA owners who were age 70 ½ or older by 12/31/2019. […]
November 25, 2019
Before the rush of Thanksgiving and December holidays arrive, we would like to provide you […]
November 21, 2019
Keeping up with changing times and technology is not easy. Every time you turn around […]
November 6, 2019
During my childhood, family vacations were a time when we loaded up the station wagon […]
November 1, 2019
In November 2019, the IRS released Revenue Procedure 2019-44 (PDF) and Notice 2019-59 (PDF), which […]
August 27, 2019
On my desk, just below my monitor, I have three small LEGO® toys: a rainbow […]
August 14, 2019
Several clients have asked about the proposed SECURE Act legislation and its negative impact on […]
Estate Planning: Keep Your Eye on the Sunset