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  1. prije 59 minuta

    The is the most significant piece of legislation in the last decade. Read to find out why.

  2. prije 2 sata

    The has implications far beyond IRAs. Here's what companies need to know about the new legislation:

  3. prije 4 sata

    Join me February 25th for a Free Estate Planning workshop - The Truth About Estate Planning. I'll reveal why most estate plans don't work and how you can ensure yours is effective and cost as less as possible. To learn more:

  4. prije 5 sati

    Want to learn more on the SECURE Act? View our latest video and contact us to discuss how – together – we can help your clients leverage these new rules to their advantage. Visit our site for more information. , ,

  5. prije 5 sati

    Avoid the long-term traps: 1. Help clients understand the tax burden they will leave behind 2. Find balance between paying taxes now and later 3. Provide visuals to compare strategies and show where you can add money to their retirement

  6. prije 5 sati

    For older workers, the SECURE Act would push the required minimum distribution age to 72 (up from 70 ½) and eliminate age restrictions on IRA contributions.

    Ovo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
  7. One aspect of the SECURE ACT is critical to know if you OR someone you know owns an IRA and is age 70-72. Read more on our blog -->

  8. During the busy holiday season you might have missed the news about the enactment of the SECURE Act.

  9. prije 6 sati

    Do you want a free 2 hour update on the laws that will apply to your tax returns this year AND to the 2020-2021 EA Exam?Includes 2 hours CE credithttps://www.lambers.com/landing/tax-changes-2019/index-ce.php

  10. prije 8 sati

    After an amazing year of returns in the market, it's time to take stock (pun intended). Are the holdings still right for your long-term needs and goals? Are you familiar with the ? Put your plan through our . Schedule today:

  11. prije 10 sati
  12. Retirement Plan Sponsors: Do you know when the SECURE Act initiatives will be implemented? Here is a calendar of key provisions and effective dates.

  13. Wealth Preservation attorneys Michael Mirone and Richard Ploss co-presented the "New Planning for the SECURE Act with IRAs and Retirement Plans" webinar to discuss the impact of this new legislation.

  14. The February issue of is now available. Current market analysis, and a feature on the

  15. Great article from in this month’s regarding planning under the

  16. 4. velj

    In this new article via , Ed is quoted discussing the , the death of the stretch , and how trusts could be a viable replacement strategy. Read the full article here:

  17. 4. velj

    Trusts and Estates Department Chair Susan King discusses The SECURE Act opportunities and pitfalls in the latest edition of 55 Plus Central New York magazine:

  18. 4. velj

    The SECURE Act created the most significant changes to retirement income planning since 2006. Nearly everyone will be affected. Join us for a 1-hour webinar to learn about the major changes and hear which strategies can help mitigate new issues.

  19. 3. velj

    The , passed in 2019, “includes 29 provisions aimed at increasing access to tax-advantaged accounts and preventing older Americans from outliving their assets.” Well, that sounds pretty good, but what does that really mean for YOU?

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