Categories: Investing Retirement Planning Financial Planning Market Commentaries College Planning Identity Theft Archive
The CARES Act, which was signed into law on Friday, March 27, 2020, provides broad relief to IRA owners over 70 ½ who normally are required to take a minimum distribution from retirement accounts annually.
When the news of the coronavirus broke in late January that was a catalyst for a decline and the market lost all the January gains and ended the month flat.
For taxpayers who are 70 ½ and older, you can take the Standard Deduction when you file your taxes and still benefit from your charitable giving.
The #1 financial scam against seniors is the Social Security scam. One of the latest scams is a phone call that your social security number is being suspended due to suspicious activity. Help protect yourself against this with these tips.
The market began on a high note on the first trading day of the year with the Dow closing at an all-time high of 28,868 on January 2nd.
529 Plans are great savings and investment vehicles to grow money for your children’s education and they are established by each state. Contributions are not tax-deductible for federal income tax, but many states offer their residents a deduction.