by Bob Bisceglia | May 19, 2020 | Blog, Moneywise
The CARES Act The CARES Act and its impact on retirement plan distributions HOW QUICKLY THINGS CAN CHANGE. Last month, we were discussing the new SECURE Act and the impact it had on many of our members and their families. Due to the coronavirus pandemic, the recently...
by Bob Bisceglia | Apr 3, 2020 | Blog, Moneywise
The SECURE Act The SECURE Act and how it may affect your retirement planning AT THE END OF LAST YEAR, a new law took effect that was designed to increase access for more Americans to tax-advantaged accounts and prevent older Americans from outliving their assets. The...
by Bob Bisceglia | Jul 27, 2018 | Blog, Moneywise
What you need to know as the beneficiary of someone’s IRA WHEN SOMEONE NAMES YOU as the beneficiary of their individual retirement account, or IRA, you will find yourself at the intersection of estate planning, financial planning and tax planning. That’s one...
by Bob Bisceglia | Jan 1, 2017 | Blog, Moneywise
Proper planning will make things easier for your loved ones. HAPPY NEW YEAR and welcome 2017! This is the time of year for resolutions. According to Nielsen surveys, the most popular New Year’s resolutions are to get in better physical shape and lose weight. But, most...
by Bob Bisceglia | Nov 22, 2016 | Blog, Moneywise
Take time now to ensure your beneficiaries are up-to-date IT’S HARD FOR ME to believe that Christmas is just around the corner. Where did this year go?? Christmas is a wonderful time of year, filled with joyous holiday gatherings and quality time spent with friends...