If you have savings in a traditional Individual Retirement Account (IRA), you must begin making withdrawals at age 701⁄2. To... View Article
Tag Archive: finances
Financial Advisors Matter Again, it’s never too early to begin your child’s college funding plan. Call me to discuss a time so that we can begin building a personalized financial plan that is consistent with your overall goals and objectives.
Presented by Kevin Moore & Jake Rivas March 9, 2020, marks the 11th anniversary of the bull market, which started... View Article
The Tax Cuts and Jobs Act (TCJA), legislation that has been characterized as the first major reform of the Internal Revenue Code in 31 years, received final approval from the House and the Senate on December 20, 2017 and was signed into law by President Trump on December 22, taking effect on January 1, 2018.