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  What’s new in Washington: Secure Act 2.0, RMDs, taxes, and more

  A lot has happened in Washington in recent months affecting the future of people’s income taxation, retirement savings, and beneficiary planning.

  Client outcomes April 14, 2022

  • legislation
  • retirement classes
  • retirement income
  • taxes
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  2021 RMD due dates aren’t the same for all 72-year olds – Avoid a costly mistake

  It is important for IRA owners and qualified retirement plan participants who must take an RMD to take it by the appropriate due date.

  Client outcomes November 19, 2021

  • retirement planning
  • RMD
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  RMD tables to change in 2022 – less will have to be taken by owners and beneficiaries

  RMD tables will change in 2022. The current tables will still be used to calculate 2021 required minimum distributions (RMD).

  Client outcomes November 12, 2021

  • retirement planning
  • RMD
  • taxes
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  How to help clients maximize Medicare and Social Security benefits

  Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs

  Client outcomes September 14, 2023

  • health care
  • retirement planning
  • Social Security
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  Personal, estate, and business tax planning strategies for 2023

  Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023.

  Client outcomes March 6, 2023

  • retirement income
  • taxes
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  How to approach the upcoming midterms

  Politics and portfolios: what the midterms mean for markets

  Capital Market Impact September 29, 2022

  • elections
  • inflation
  • legislation
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  Helping Recent Retirees During the Great Resignation

  The Great Resignation could also be described as The Great Retirement

  Client outcomes May 11, 2022

  • client relationships
  • great resignation
  • income planning
  • retirement planning
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  Personal, estate, and business tax planning strategies for 2022

  Regardless of uncertainty about tax law changes, there are many tried-and-true tax planning strategies that work in any environment.

  Client outcomes February 11, 2022

  • income planning
  • investing strategies
  • retirement planning
  • taxes
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  Correction concerns

  Financial professionals can counter client emotions during downturns with actions that fit their overall financial plan.

  Capital Market Impact February 2, 2022

  • investing strategies
  • market commentary